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Customer Tracking Support Consultant
2 weeks ago
Key Responsibilities:
- Effectively manage Financial Consultants tracking pipeline and proactively chase parties in order to provide appropriate updates.
- Ensure all customer information if recorded accurately on all systems
- Meet agreed individual targets and work towards team goals
- Maintain and develop customer relationships
- Comply with all legislation, company standards and procedures
Key Competencies:
- Delivering results
- Excellent customer service skills
- Problem Solving
- Team Working
- Effective communication
- Adherence to processes and service standards
- Knowledge and/or understanding of Insurance /Mortgages/ Financial Services / Estate Agency
- Good Oral Communication Skills / Excellent Telephone Manner
- Broad IT Experience
Please note: Full system and product training will be provided
Benefits and General Information
- Salary: £18,000pa
- Basic Hours: 37.5 hours per week. Basic Hours Monday - Friday 8.30 to 5 (open hours are 8.30 until 5.30 and will work 9.00 to 5.30 on set days on a rota basis with rest of team. Hybrid working following probationary period of three days in the office and2 days at home.
- Dress code - smart casual with dress down Fridays
- Holiday entitlement is 20 days not to include bank holidays (increases by 1 day for each full calendar year of service up to a maximum of 25)
- Pension Scheme
- Company subsidised medical plan
We are an equal opportunity employer and value diversity at our company. We do not discriminate on your background or needs, if you require any adjustments to make the recruitment process easier please let us know.
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