Customer Trading Advisor

Customer Trading Advisor | Liphook, United Kingdom | Hybrid This employer is a dynamic underwriting and distribution business known for its entrepreneurial spirit and innovative approach to transforming the insurance landscape. Backed by a strong entity and powered by a belief that every challenge has a solution, they foster a culture where ideas and initiative are valued. They are seeking a motivated individual to join their forward-thinking team. The Role • Manage inbound and outbound calls, providing professional and efficient service to brokers. • Act as a knowledgeable point of contact, delivering exceptional customer service to internal and external stakeholders. • Utilise internal systems to run reports, track outstanding actions, and follow up on new and renewal business. • Collaborate with the accounts team to reduce aged debt and ensure smooth financial operations. • Process claims cover requests and manage team mailboxes to ensure timely responses and task completion. • Accurately update internal systems with essential policy details and documentation. What You'll Need • Proven experience in a customer service or call-handling role, ideally in a fast-paced environment. • Excellent verbal and written communication skills, with the ability to handle conversations confidently. • Strong organisational skills with the ability to effectively manage multiple tasks and priorities. • Proficiency in Microsoft Office and eagerness to learn new internal systems. • High attention to detail and a proactive, problem-solving approach. • Resilience to manage high call volumes and meet deadlines in a dynamic setting. What's On Offer • A competitive remuneration package. • Minimum of 25 days holiday, plus bank holidays, with the option to buy extra days. • Comprehensive benefits including life insurance, income protection, and health cash plan or private medical insurance. • Opportunities for professional development and career advancement within a growing organisation. Apply via Haystack today!