Customer Service Executive

4 weeks ago


Eastleigh, United Kingdom Lloyd & Whyte Full time

Responsibilities

  • Achieve individual objectives and key performance indicators as set and agreed
  • Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction, supporting them with changes to their policy in a timely manner both on the telephone & Live Chat facility
  • Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible
  • Adhere to all Company, regulatory and compliance guideline requirements
  • Maintain own technical competence
  • Support colleagues from all areas of the business as required

Responsibilities Specific to Senior Adviser 

  • To assist in the maintenance, monitoring and drive of the core KPIs, processes and functions directly linked to team success.
  • Coach & develop team members
  • Handle a variety of complex work
  • Handle policy referrals
  • Be proactive & analytical in day to day role and when liaising with the management team
  • Involvement with projects assigned by line managers or senior management team

Qualifications 

  • Chartered Insurance Institute Certificate in Insurance


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