Oakland Insurance
Customer Service Advisor
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About the Role
We are seeking a customer-focused, enthusiastic, and approachable individual to join our busy Customer Services team. The successful candidate will have excellent communication and administrative skills, a positive attitude, and a genuine passion for delivering exceptional customer service.
Knowledge & Experience
- Educated to GCSE standard including Maths and English.
- Minimum of two years experience within an insurance broker.
- Has undertaken (or is willing to undertake) relevant customer service and insurance training.
- Good keyboard skills and knowledge of Microsoft Office, email, and internet.
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Skills Required
- Excellent telephone manner, customer service skills, and the ability to work under pressure.
- Effective communication skills.
- Ability to gather and analyze 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.
Expected Behaviours
- Act in an honest and open manner at all times with both the customer and the firm in all matters.
- Have a customer-focused approach.
- Ensure that business transactions are conducted in a way that is clear and straightforward.
- Act with integrity by demonstrating fairness and impartiality.
- Actively seek feedback from customers and report such feedback to the appropriate member of staff.
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Purpose of the Role
- To work within the Customer Services team responding to customer enquiries regarding new & 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.
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