Insurance Advisor in Burnham - CV-Library

Insurance Advisor
Permanent, full time
£30,000 + bonus
Burnham, Bucks
VAC-11269
Our client is a family run business who provide a number of different insurance covers.

PURPOSE OF THE ROLE to include

To work within our office responding to customer enquiries regarding existing policies in an appropriate manner.
To administer renewals within service standards.
To issue documentation within service standards.
To support the firm’s goals by demonstrating excellent customer service skills.
To take initial calls from customers regarding mid-term adjustments and existing policy renewals, working within the guidelines provided at all times.
Notify policy underwriters of any adjustments, calculate any premium changes and arrange remittance of premium refunds
KNOWLEDGE & EXPERIENCE

Educated to GCSE standard including Maths and English.
Has undertaken (or is willing to undertake) relevant customer service and insurance training.
Good keyboard skills and knowledge of Microsoft Office, email and internet.
SKILLS REQUIRED

Excellent telephone manner, customer service skills and the ability to work under pressure.
Effective communication skills.
Ability to gather and analyse information from the customer.
Ability to identify and match the products available with customer requirements.
Ability to identify and respond appropriately to an individual customer’s level of understanding.
Ability to persuade and influence others