Customer Service Consultant - Group Protection
Core
Support the onboarding and ongoing maintenance of Group Protection policies through administrative processing and direct communication with colleagues, brokers, and customers.
Role type
Customer Service Consultant (Group Protection)
Builds
Group Protection policies and scheme data
Domain
UK Financial Services / Insurance
Required skills
Administrative processing, Data validation using Excel, Customer communication, Correspondence management, Work queue management, Vulnerable customer support
Preferred skills
MS Office proficiency, Desktop/laptop usage
Responsibilities
Support onboarding and scheme maintenance of Group Protection policies, Talk to colleagues, brokers, and customers regularly, Deal with correspondence from internal and external customers, Maintain and validate large volumes of scheme data, Collaborate with team members to resolve enquiries, Manage work queue to meet service levels