Job Title: Customer Service Liaison
We are seeking a skilled and experienced professional to join our team as a Customer Service Liaison. This role is ideal for individuals who enjoy working in a fast-paced environment and have excellent communication skills.
Key Responsibilities:
* Provide exceptional customer service and support to new and existing clients.
* Process and oversee new business applications, ensuring timely and efficient delivery.
* Update policy and client information on internal CRM systems, maintaining accurate and up-to-date records.
* Engage in continuous improvement of company services and procedures, adhering to regulatory requirements.
* Handle customer correspondence and queries in a professional and courteous manner.
Required Qualifications & Experience:
* A minimum of [X] years' experience in a customer-facing role, preferably in a similar industry.
* Prior experience in a sales or brokerage environment is an advantage.
* Hold a QFA qualification or be working towards it.
* Demonstrate a broad knowledge of life products and pensions, with the ability to communicate complex information effectively.
* Experience in administering group pensions is highly desirable.
* Showcase your ability to understand regulatory documents and structure them accordingly.
* Demonstrate your capacity to work independently, use initiative, and prioritize tasks efficiently.
* Offer excellent communication, telephone, and organizational skills, with the ability to build strong relationships quickly.
* Show attention to detail, prioritization skills, and the ability to follow through on tasks.
We Offer:
* A comprehensive training program to enhance your skills and knowledge.
* A dynamic, positive, and proactive working environment that fosters growth and development.
* Ongoing support for continued professional development through further qualifications.
* Career progression opportunities upon successful completion of our training program.
* The chance to expand your insurance knowledge and become an expert in your chosen field.