Dealing with either inbound or outbound customer calls, understanding the customer’s needs, and providing insurance solutions to that are best suited to their requirements
Ensuring calls are answered in a timely professional manner, and that exceptional customer experience is always delivered, and that business standards are adhered to at all time
Processing correspondence, renewals activity, new business quotations
Ensuring that all workflow activity is completed in accordance with approved business processes
Complying with all approved procedures, customer service standards and external regulatory bodies.
Achieving and maintaining the required competencies for the role.
Ensuring that any customer complaints are identified and handled strictly within the company’s complaints procedure