Customer Service Executive

Location : Winnersh  

Salary £21,000 + Benefits + bonus

Do you want to work for a reputable company who offer stability and security to their employees? My client are looking for a Customer Service Executive to join their team. We are looking for candidates who have got excellent customer service experience and someone who is familiar with up-selling or cross-selling. We are looking for candidates who are professional, confident and hard working. The ideal candidate will have experience in Financial Services/Insurance or Banking.


Daily Duties

Manage a portfolio of clients, ensuring a high retention rate across the portfolio and spotting opportunities for growth.

Cross selling additional products

Providing excellent on-going support service to clients through the year.

Contact each client prior to renewal, advise them of holding insurers renewal terms, and establish whether their requirements remain the same or have changed since last renewal.

Building a working relationship with clients and insurers.

Handle client queries, claims / invoice issues, chasing membership packs, certificates, membership lists in order to provide a high level of service to clients that is valued and strengthens the client relationship.

Handle client amendments such as joiners and leavers, tracking their progress and confirming to clients, providing premiums if required.

Input notes on all business, new / retention into database on a daily basis.

Liaise with other team members providing additional support where required.

Ensure relevant paperwork is on file to ensure compliant process is complete.


Qualifications & Experience

Experience within the Financial Services / PMI / General Insurance market desirable but not essential as full training is provided.

Experience in successfully handling customer enquiries via telephone essential.


Person Specification


Efficient and reliable.

Strong personable telephone manner essential.

Negotiation skills and experience desirable.

Good numeracy skills and literacy skills essential.

Effective verbal and written communication skills essential.