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Customer Trading Advisor

Pen UnderwritingLiphook, Hampshire🇬🇧United Kingdom

Why this role stands out

This hybrid role offers a fantastic opportunity to develop your skills within a reputable, growing company, collaborating with a supportive team to deliver exceptional service. You'll thrive here if you're a proactive, organized individual with a passion for customer service and a drive for success. Apply today to join a team that's shaping the future of underwriting!

Quick overview

SeniorityMid Senior
Work modeHybrid
LocationLiphook, Hampshire, United Kingdom
Microsoft Office

Job description

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!

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