Position Overview: We are seeking a proactive Customer Success Executive to join our Servicing Team. This role is ideal for a confident and sociable individual with a strong understanding of insurance policies and client needs. You will be responsible for managing policy renewals, identifying opportunities for cross-selling, and conducting interim check-ins to ensure our clients receive a 5-star service.
Key Responsibilities:
1. Client Management: Build and maintain strong relationships with clients, ensuring their insurance needs are met effectively.
2. Policy Reviews: Conduct thorough policy reviews at renewal, aligning coverage with evolving client requirements.
3. Cross-Selling: Identify and confidently recommend additional insurance solutions that add value to the client.
4. Proactive Engagement: Reach out to clients at key touchpoints throughout their policy term to ensure satisfaction and address any gaps.
5. Service Excellence: Uphold Fuelled’s high standards of customer service, acting as a trusted advisor to clients.
6. Collaboration: Work closely with internal teams to deliver seamless client experiences.
Experience: 2+ years experience in a customer service or sales role within insurance. Excellent verbal and written communication skills. Confident phone manner. A passionate problem-solver. Excellent organisation skills. Self-motivated – can work alone and as part of a team. Willingness to learn and adapt in a dynamic business environment. Tech-savvy.
Job Types: Full-time, Permanent.
Pay: £23,000.00-£30,000.00 per year.
Additional pay: Bonus scheme. Commission pay.
Benefits: Working for a B-Corp organisation. Canteen. Casual dress. Company events. Company pension. Free parking. Health & wellbeing programme. Life insurance. On-site parking.
Schedule: Monday to Friday
About Fuelled Group Ltd: Fuelled is an innovative insurance brokerage that has recently become B-Corp certified and pledged to the 1% for the planet - our ethos is to not only deliver exceptional service to our clients but also provide an outstanding place to work.
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