The Atlas Recruitment Group are currently searching for a Customer Service Agent, to join a well-established successful, growing team in the Maidstone area. Within this role you will provide administration support to a team of Account Managers.
Attend relevant insurer meetings arranged by the Account Management team and report back to the Account Support team with any information/changes.
Answer and transfer telephone calls along with other Account Support staff.
When Account Support staff are away from the office, check answer phone messages, record details and pass by email to relevant member of staff.
Ensure all messages are passed on to appropriate person as soon as possible, or dealt with as swiftly as possible. All calls must be answered in a professional manner and distributed as such.
Complete all amendments for groups within set portfolio.
Ensure all correspondence from clients and insurers is uploaded to the CLAii.
All outgoing correspondence to be sent via the CLAii – if this is not possible then the correspondence must be uploaded to the CLAii.
Ensure CLAii is regularly updated and data is accurate.
Work with Private Clients team to ensure continuation options are made available to group leavers.
Liaise with the group secretary and insurers to ensure all data is correct.
Chase for outstanding information or documentation close action once completed;
All general correspondence as requested; to include but not limited to, emails, spreadsheets, renewing groups on the system etc.
Actively chase and download invoices from provider portals. Check company invoices for allocated groups including monthly, quarterly, annual or mid-term adjustments and send reconciliation to company, where required. Arrange for any credits to be issued to clients as requested. Chase for unpaid premiums.
Issue P11d reports.
Experience working within an Account Support role
Strong Microsoft skills
CII IF7 or working towards this qualification advantageous
Full UK driving licence
If this Customer Service Agent opportunity is of interest, please click APPLY with a recent copy of your CV for immediate consideration.