Job Description

Customer Service Specialist

We are looking for a highly motivated individual with excellent customer service skills. You will be the first point of contact for our clients - providing help, assistance and answering any queries they may have.

About Us

Our award-winning team at Future Proof specialise in safeguarding what matters most: our clients' families, homes, and incomes. We provide unparalleled advice, to both personal and business clients, requiring Life Insurance, Critical Illness, Income, and Business Protection policies.

Our mantra, "treat every client like you would your own family," drives our commitment to exceptional service.

Career Development

At Future Proof, we prioritise your professional development - ensuring colleagues reach their maximum potential is part of our culture and values. This role provides an opportunity for people who are looking to establish a career in Financial Services.

We want to support you to reach your potential and provide regular coaching, training and mentoring as well as full financial support to obtain industry recognised qualifications, if you would like to become an Adviser in the future.

What you'll do:

Speak with our clients over the phone to identify their requirements in order to provide fantastic customer service -

this is not a call centre role;

Proactively make clients aware of any payment issues and rectify these, being their main point of contact if they require any assistance; Maintain accurate computer records and to follow the company's data protection and compliance procedures at all times; Contact our existing clients annually to review their policy and answer queries about Trust forms.

Who you are:

Experienced in providing excellent customer service A proactive and enthusiastic team player Strong communication, interpersonal and listening skills Outstanding attention to detail Possess the ability to work in a compliant manner, adhering to FCA guidelines.

Pay and Benefits:

Salary 24-25k Up to 13.5% of salary as an annual bonus 28 days holiday per year, plus bank holidays A 35 hour working week (Monday to Friday only, no weekends) Private Medical Insurance Income Protection Death In Service benefit (equal to 4 times your annual salary) Company pension scheme, employer contributes 5% 150 towards new glasses if your prescription changes Employee Assistance Programme, offering free counselling and access to a remote GP Staff social events throughout the year
Please note this is a permanent role, initially based in our office in Reigate for training each day, however we are happy to offer flexible working with some days from homeonce you have achieved competency in the role. Working hours are on a shift basis of 9am-5pm or 11am-7pm Monday-Thursday, with every Friday 9am-5pm.

Job Types: Full-time, Permanent

Pay: From 25,000.00 per year

Benefits:

Company events Company pension Free flu jabs Free parking Health & wellbeing programme Life insurance Paid volunteer time Private medical insurance Sick pay
Work Location: Hybrid remote in Reigate RH2 9AE