Insurance Retention and Customer Service Executive

  • Job Reference: 135188
  • Date Posted: 28 July 2022
  • Recruiter: Easy Web Recruitment
  • Location: Lincoln
  • Salary: £20,000
  • Sector: Customer Service
  • Job Type: Full Time Flex
  • Work Hours: Full Time

Job Description

You will be required to provide excellent customer service to our existing policy holders dealing with queries; complaints etc. and take relevant actions to retain business at every opportunity.

The Role

  • To remain 100% FCA and DPA and ICOB compliant
  • To ensure that TCF requirements are followed throughout company processes, procedures and in dealing with customers
  • To provide an excellent service to customers via inbound and outbound communication
  • To take ownership and responsibility of your workload and performance
  • To achieve or exceed QA expectations
  • To retain or generate additional income for the business at all possible opportunities to help support the growth of our back book – this includes but is not limited to, collecting missing payments, renewing policies, updating payment details, completing and upselling on mid – term adjustments, saving business from cancelling
  • Input accurate data into all necessary logs, trackers and databases to accurately record information and provide adequate MI and audit trails
  • Meet individual/exceed targets and assist in meeting targets set for team and business unit
  • To report to Team Leader any problems encountered or to a supervisor in absence of a Team Leader
  • To be aware of the department targets work as part of a team to ensure you strive to influence this in a positive way
  • To update team visuals with targets and figures
  • To identify and make recommendations for improvements to current working practices as required
  • Effectively deal with and log complaints
  • Adhere to Barbon Policies
  • To carry out any other tasks as directed by Insurance Team Leaders or Manager

The Candidate

  • Sales experience
  • Experience of working to targets
  • Experience in a customer service role
  • Leading & Developing- Drives Own Development
  • Thinking Customer- Puts the Customer First
  • Commercial Mind-set- Makes an effort to limit wasted resource
  • Analysing & Initiating- Makes Effective Decisions
  • Adapting & Responding- Is Open to Change
  • Taking Ownership- Accepts Responsibility
  • Creating & Innovating- Seeks Improvement
  • Planning & Prioritising-Prioritises and Plans Own Work
  • GCSE in English Language and Maths (or equivalent)

Further information

As well as a competitive salary we offer the following benefits -

  • Competitive holiday allowance with the annual option to buy additional days
  • Death in Service benefit of x4 salary
  • Company pension scheme
  • Very generous maternity and paternity leave packages
  • A flexible benefits package which allows you to add additional benefits to your overall package
  • Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more
  • Referral schemes
  • Discounted rates on PIB products
  • We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more
  • If supporting the local community, engaging with charities and having the opportunity to ‘give something back’ interests you, you have the opportunity to take an extra day to support this with a Volunteering day.
  • We also offer a wide range of discounts including a kids pass – giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose
  • PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development
  • Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity
  • PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB’s carbon footprint.

We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB.

We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.

Ref: 135 188