As a Customer Service Representative, you will work closely with customers, the Sales Team and administrators, to manage relationships and retain new and existing business orders.
Your responsibilities will include:
* Building and maintaining relationships with clients and key Company personnel.
* Escalating and resolving areas of concern as raised by clients.
* Dealing with all cooling-off and production cancellations.
* Flagging potential complaint issues early.
* Ensuring that enquiries and/or issues raised through our social media presence are dealt with in a timely and professional manner.
* Assisting office staff in maintaining our internal CRM system and reporting files.
* Liaising with internal departments to ensure client needs are fulfilled effectively.
* Feedback resolution with clear information logged in the CRM system.
* Working closely with Case Coordinators/Administrators and Sales Consultants.
* Ensuring that all duties are carried out in line with all Company policies, procedures and requirements.
* Conducting business reviews to ensure clients are satisfied with their products and services.
* Any other duties as required.
Qualifications and Education
* Estate Planning Knowledge an advantage but not essential.
* Proficient in Microsoft Word, Excel and Outlook.
Preferred Skills/Competencies
* Previous experience working as a client customer service representative or a track record of managing client relationships.
* Organisation skills to manage your diary, a high volume of work and short deadlines.
* Confidence to manage challenging situations and finding solutions to problems.
* Business and customer-oriented team player.
* High-level management reporting.