Insurance Consultant - Taunton
Key Purpose
Provide exceptional service and advice to clients in order to maximize client satisfaction, maintain high retention levels and achieve income targets in support of the overall business strategy.
Responsibilities
• Achieve individual objectives and key performance indicators as set and agreed
• Fulfil the responsibilities of a Senior Client Service Adviser
• Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards
• Be your Line Manager’s deputy
• Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed
• Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first, with consistent delivery of the right customer outcomes
Qualifications
• Chartered Insurance Institute Certificate in Insurance
