Job Description

We are seeking a dedicated and detail-oriented Agent to join our dynamic team. The ideal candidate will possess strong organisational skills and a professional demeanour, ensuring efficient communication and administrative support. This role is pivotal in maintaining smooth operations and providing exceptional service to our clients.

MAIN PURPOSE AND SCOPE OF THE JOB

To manage client communications, by interacting directly with new and existing clients and to complete the administration of a policy. This job role falls under the FCA's Senior Managers and Certification Regime (SMCR) conduct rules. This is due to the nature of your job role falling within financial services activity. It is your responsibility to adhere to the conduct rules and always aim to promote and achieve good customer outcomes under the Consumer Duty.

Qualifications

Strong communication skills to effectively interact with clients and colleagues Proficiency in sales administration and analysis to optimize business strategies Ability to negotiate effectively to secure the best deals for clients Prior experience in insurance sales and customer service to provide comprehensive support Organizational skills to manage tasks efficiently and meet deadlines

DUTIES AND KEY RESPONSIBILITIES

Answering incoming calls Handling enquiries Offering customers products and services Performing administrative functions Updating client accounts Processing customer correspondence Validating customer documentation received Contacting customers regarding their policies Handling confidential information including client bank details Taking payments over the telephone Adhere to guidelines set by the Financial Conduct Authority Comply with the Data Protection Act

SKILLS AND ABILITIES

Be computer literate Excellent customer service skills Strong oral and written communication Professional and flexible Manage stress Resolve problems Be driven and have a positive attitude Manage multiple tasks Meet targets Administration and organisation Be sales focused Active listening

KEY ACCOUNTABILITIES

Operate within the agreed authority level, exhibiting the autonomy to make decisions, and proactively seek advice when faced with complex situations. Adhere to customer policies, particularly those related to vulnerability, drawing upon your demonstrated experience in working within such environments. Proven experience in providing excellent customer service, particularly in dealing with individuals who may be upset or angry. Within a similar role is preferable but not a necessity as full training will be provided Within the insurance sector is preferable but not a necessity as full training will be provided Track record of meeting targets or service level agreements and working as part of a team.

PERSONAL ATTRIBUTES AND OTHER REQUIREMENTS

Be willing to work a shift pattern Be a good team worker demonstrating loyalty and commitment to the organisation and colleagues Champion a culture of continuous improvement within your team(s) and extend this ethos to the broader business, driving positive change and innovation.
Job Types: Full-time, Permanent

Pay: 26,200.00-35,000.00 per year

Additional pay:

Performance bonus
Work Location: In person