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Customer Service Agent.

Vacancy Info

  • Posted: 2 days ago
  • Salary: £21,000 - £23,000 per annum
  • Location: Kent
  • Contract Type: Permanent
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Customer Service Agent

Maidstone – Hybrid


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.

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