Summary of Role
The purpose of the role is to provide administrative support services for the Forester Life customers and Field force, from initial contact through to the end of the contract terms, and to provide excellent customer services measured against service standards. You will deal with a variety of calls, assessing and answering customer enquiries and responding to requests for information in a professional manner.
Key Responsibilities & Duties
1. To answer and manage a large volume and variety of telephone enquiries
2. To respond to customer correspondence by letter and email
3. To liaise with our Customers, Financial Advisers and third parties, to process and administer instructions and enquiries.
4. To work as a team to ensure that service standards are met
Knowledge, Skills and Experience
1. Excellent telephone manner and customer service skills
2. Strong written and oral communication skills
3. Good computer skills
4. Strong attention to detail
5. Ability to work effectively within a team
6. Good organisation skills and ability to prioritise to meet business deadlines
Desirable:
1. Previous experience in customer service administration
2. Previous experience in a financial background
3. Previous call centre experience
Foresters Financial is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. We help everyday families achieve their financial goals and make a lasting difference in their lives and communities.
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