Our clients are a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth and due to recent growth within the company they are now looking to recruit an experienced Customer Services Administrator to work within their Life and Pensions department.

Overall Job Purpose

To provide exceptional customer service and support to our clients via telephone, writing and in person, whilst maintaining departmental and personal standards.

To process and maintain all databases relating to client servicing.

To continually update and maintain accurate up to date information for all group risk contracts, whilst adhering to private and confidentiality laws and procedures.

To deal with all client queries in a timely manner and updatethe system with any notes and changes when requested from the client or colleagues.

Principal Accountabilities:

• Liaise with clients on a daily basis, to ensure KPIs set by Team Leader are met.
• Develop and maintain excellent relationships with clients & colleagues.
• Support the client in all day to day queries.
• Assist the client with Claims administration and processing, ensuring our records are maintained.
• Liaise with insurers about policies.
• To liaise with Account Managers & Sales Support Team providing information that would affect the renewal process.
• Checking of all relevant quotation requests in a timely manner, to ensure information being sent out is accurate.
• Process renewals with insurers following client instruction.
• Process switches following Market Review, ensuring that all relevant information is supplied to the client in a timely manner.
• Provide support to relevant account managers in ensuring excellent service is provided to the client.
• Attend client visits where appropriate.
• Respond to all queries from clients and insurers in a timely manner.
• Support clients in overseeing the underwriting process, ensuring they are provided with accurate information.
• To ensure that all customer complaints are reported to Team Leader and to co-operate where required in resolving complaints.
• To attend regular training to maintain updated insurer product knowledge.

The ideal candidate will possess the following skills/ attributes:

• Microsoft Office.
• Microsoft Dynamics.
• Excellent customer service skills.
• Life / pensions / income protectioninsurance product knowledge.
• Effective communications skills.
• Accuracy and numeracy skills.
• Ability to work to deadlines with minimum supervision.

For more information or indeed to apply for this exciting opportunity please send your CV to us via the “Apply Now” button and one of our team will call you back to discuss the role in greater detail.