Our client, based in Leeds City Centre, have a vacancy for a Customer Support Administrator. The main purpose of the role is to provide full support for the Adviser team and maximise sales conversion levels by:
Processing business from application stage, including live transactions with clients over the phone, through to putting the life insurance policy on risk.
Efficient and pro-active management of pipeline business and existing business.
Effective communication with clients, life insurance companies and third parties.
Being committed to achieving team targets and adviser targets
Duties include:
Accurately input data and information onto systems
Assist the advisers in issuing out quotations and application documentation to clients, where necessary
Effectively and professionally communicate with clients by telephone, email and letter
Ensure that clients are updated in line with agreed timescales and procedures
Professionally liaise with insurers, surgeries and other relevant third parties
Manage pipeline business efficiently and within agreed timescales to achieve business targets
Understand and control the underwriting process to ensure applications are assessed correctly and efficiently
Establish a strong relationship with the team of support and advisers
Experience required:
Educated to GCSE level C in Maths and English
Preferably FPC qualified to Level 1 or progressing in this
Experience of working in a customer service environment
Financial Services industry experience
Proven track record of providing excellent customer service
Experience of working with databases (inputting)