Customer Support - Existing Business
Core
Deliver excellent customer service and administrative support to customers and brokers regarding Protection policies.
Role type
Customer Support Specialist
Builds
Customer and broker relationships
Domain
Insurance / Protection
Deliverable
client delivery
Required skills
customer service, query handling, prioritization, record keeping, problem solving, communication, administration
Preferred skills
experience with Protection and Savings & Investment products, APA or QFA qualification
Technologies
none stated
Responsibilities
Handle varied and complex enquiries on Protection policies from Brokers and policyholders, plan and prioritize workload to meet deadlines, maintain and improve service policies and procedures, ensure activities comply with Treating Customers fairly principles and Consumer Protection Code, maintain records in accordance with company policies.
Seniority
Individual Contributor