Customer Service Agent

Maidstone – Hybrid

Permanent

Salary – £21k – £23k p/a (DOE)

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.

Main Responsibilities:

• 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 required:

• 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.