Customer Service Executive

Details of the offer

• Handling inbound sales and customer service calls
• Setting up new policies and updating existing customer records
• Increasing consumer awareness and completing any necessary administrative tasks.
• Issuing new business documentation in line with defined processes including renewal notices.
• Outbound calls – converting warm leads to live policies
• Complete the administration of Pet Health Plans (PHP)
• Ensure that where required, all postal customer communication for policies, claims and PHPs are sent within set timeframes and the information included is correct
• Completion of relevant administration duties associated with the fulfilment of the role.
• First-line complaints handling in line with the company's complaints procedure.
• Maintaining and building relationships with Veterinary practices and staff, with the objective of driving leads and reinforcing the partnership.
• Assisting veterinary groups with day-to-day issues
• Be aware of all regulatory responsibilities regarding FCA and TCF principles and guidelines and adhere to them.
• To adhere to GDPR – General Data Protection Regulations (2018)
• Ensure you keep up to date and adhere to the industry regulations and company procedures where required.
• Be aware of potential risks within the business that may affect your immediate area of responsibility.
• To become familiar with our purpose and values, making it the core of everything you do
• Undertake work of a related nature, or perform duties other than or in addition to those outlined above upon request.
KEY RESULT AREAS • Ability to demonstrate excellent verbal, listening and written communication, as well as relationship and rapport building skills to be able to deliver a high level of service and results.
• Achieve sales targets and key performance indicators (KPI's) in response to warm leads received.
• Assist the Customer Service and Claims Team with follow up calls relating to payments and chasing for missing information for claims.
• Assist with the administration of any PHP migrations to include communication and data control.
• Be able to effectively explain all aspects of a policy to the customer in a concise and clear manner.
• Call handling – the quality of calls handled must be in line with the needs of the customer, and consistently exceed the customer's expectations.
• Ensure all queries/tasks from customers, internal departments, and practices that are assigned to you are dealt with promptly and professionally.
• General office administrative duties, such as scanning and shredding paperwork when required.
• Handling any objections by the customer in a calm and empathetic manner.
• Keep up to date with all product, package and price information to ensure correct information is always provided.
• Maintain and monitor all shared inboxes.
• Respond to and answer customer and practice queries connected to claims
• Provide first class customer service when dealing with all requests, challenges, and account maintenance.
• To provide support to the Claims Team in responding to general claims queries.
• Use and navigate around computer systems and databases proficiently, ensuring when updating details/ data entry the information is entered accurately, at all times.
• When required completion of work associated with auditing reports such as leads and daily renewals.
SKILLS AND COMPETENCIES • An excellent customer-focused approach, always placing the customer at the centre of all activity.
• Planning, organisational and analytical skills
• Very keen attention to detail
• Ability to demonstrate excellent verbal, listening, and written communication, as well as relationship and rapport building skills to be able to deliver a high level of service.
• Methodical in approach to tasks and a desire to always deliver to a high standard
• Good time management skills
• Able to demonstrate flexibility to potentially evolve with the role as the company continues to grow
• 'Can do' approach to getting the tasks at hand completed
• Strong interpersonal skills
• Understanding of FCA and TCF regulations
• Self-motivated and able to work independently and be adaptable to work in harmony within a team
• Good communication skills in a variety of media including email, written, and verbally
• Solid understanding of computer software packages including: MS Excel, Word and PowerPoint.
EXPERIENCE REQUIRED
Previous Contact Centre experience in sales or customer service; preferably in insurance and/or the pet industry.
KEY RELATIONSHIPS – INTERNAL
Customer Service Manager/Team Leader
• Support the Claims and Customer Service teams by assisting with administration of Claims, PHP and Insurance
• Ad-hoc support regarding queries raised by our partner veterinary groups and general queries.
KEY RELATIONSHIPS – EXTERNAL
Veterinary Groups
• Point of contact for Veterinary Groups as required in connection with all the services Vetsure provide.
This role will be based in our offices in Hatfield.
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