Insurance Customer Service and Sales Adviser inc Claims Handler

Job Description

Company descriptionFor over 100 years the National Farmers Union Mutual have insured Britains farming communities. Now, our customers come from all walks of life, but our ethos is the same - honesty, fairness and trust. We believe in taking the time to find products to meettheir needs, inspiring trust and building relations by exceeding expectations. Its a time-tested formula which puts quality customer service over a quick sale every time.Insurance Customer Service and Claims AdviserHere at the Cambridge Agency we pride ourselves on our excellent customer service and as a Customer Service and Claims Adviser, you will be the first port of call for our customers. You will enjoy talking to clients on the telephone, have a positive cando attitude to problem solving and solution finding, and like working in a team based customer support environment.We are looking for an individual to join our team who has that current excellent customer service skill and desire to succeed in General Insurance and Claims. From the starting salary, you will be rewarded for every step-up in licence capability you achieve.There is a performance bonus for success in claims handling from our claims audit processes. For sales, there is unlimited commission available for your own sales performance.In this very important role, your responsibilities will include the following

• Review and process amendments to policies arising from changes to cover and circumstance, seeking opportunities for cross-selling, meeting the customer service standards and ensuring cover is appropriate
• Manage your own Microsoft Dynamics tasks and activities as well as the branchs
• Deliver and contribute to the effective and efficient running of the Branch including managing and directing correspondence, processing renewals, stationery and filing, to maintain customer relationships, to enhance and protect NFU Mutuals reputation andbrand
• Identify, analyse and collate data relating to existing customers to generate prospects for General Insurance products and potential cross-selling opportunities for RMS and Life Sales
• Collate, analyse and evaluate information for exiting target customers to promote and sell, within licensed authority commercial and private General insurance3 products, ensuring compliance with sales quality and advise standards and regulatory requirements.
• Investigate, consult on and process claims, within licensed authority, applying criteria to prevent loss and fraud, meet customer service standards and identify opportunities for new business.
• Policy cancellation refunds and non-payment of premiums, to prevent los, prevent money laundering, meet customer service standards and maintain profitable growth
• Maintain own knowledge and skills to sell professionally and compliantly, delivering a consistently good experience to customers to meet the requirements and standards of the NFUM, T&C scheme and our regulators
• You are the first line into the office on the phone, emails and walk-ins. You must be professional and represent NFU Mutual Dry Drayton at all times.

The successful applicant should

• Have first rate experience in a customer focussed environment
• General insurance experience/knowledge would be advantageous but it is not essential
• Be a self-motivated individual
• Charismatic and brilliant with people, youll be confident engaging with and influencing a wide range of stakeholders
• Have good time management and organisational skills
• Be willing to learn and be enthusiastic
• A desire to work towards individuals and agency targets
• The ability to identify, understand and prioritise customer needs in order to deliver a high standard of advice and service
• The ability to manage and prioritise workloads effectively
• The ability to build relationships with customers and colleagues
• Excellent written and verbal communication skills
• Flexibility, adaptability and openness to new ideas
• While youre tenacious in your approach, youll put people first and make sure their experience reflects our longstanding reputation for outstanding customer service
• Be able to problem solve, using your own initiative and judgement
• Demonstrate attributes of honesty, integrity, due skill, care and diligence

The competencies for the role are

• Initiative (to demonstrate lateral thinking, drive and enthusiasm to succeed in a new business)
• Customer Focused (treating customers in an exceptional manner and aligned to the NFU Mutual strategy by selling all business streams and anticipating customer needs by cross-selling activity)
• Accurate and Careful (to operate safely in a manner that enhances policyholders opinion of NFU Mutual Cambridge)
• Team Worker (to integrate with the staff, NFU Mutual Stakeholders and policyholders & prospects, building good relationships through different networks

Keyskills :
Customer ServiceFinancial ServicesSalesClaims Handling