Position: Customer Service Representative
Location: Surrey (Hybrid)
Contract: Full Time
Salary: £25,000.00-£26,000.00 per year
Overview
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 assistance and answering any queries they may have.
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, you’re working as part of a team to support our Advisers so they can help clients;
- 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
- Ideally some previous experience within insurance
- A proactive and enthusiastic team player
- Strong communication, interpersonal and listening skills
- Good attention to detail
- Polite and confident when speaking on the phone
- Possess the ability to work in a compliant manner, adhering to FCA guidelines.
Pay and Benefits:
- Salary £25-26k depending on experience
- 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, legal and financial support, physio sessions, wellbeing and lifestyle coach 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 home, once you have achieved competency in the role. Working hours are 9am-5pm with 1-2 days a week 11am-7pm, every Friday is 9am-5pm.
About Us
Our award-winning team 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
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.
Application Process
To apply for this role, PLEASE VISIT HERE
Application Deadline
Open until filled