Finance And Insurance Co-ordinator
- Recruiter
- Anonymous
- Location
- Surrey
- Salary
- GBP20,971+bonus
- Posted
- 07 Aug 2019
- Closes
- 04 Sep 2019
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Job Title: Finance & Insurance Co-ordinator (Warranty)
Location: UK-Surrey-Croydon
Salary- GBP20971 bonus
THIS IS A CUSTOMER SERVICE ROLE WITH WARM SALES INBOUND, UPSELLING/CROSS SELLING
YOU MUST HAVE EXPERIENCE IN TELEPHONE BASED SALES / WORKING TO KPI'S
Overview:
The Role
Maximise Finance and Insurance policy sales by utilising your sales skills when handling telephone enquiries and updating systems accordingly.
Provide a professional, efficient and proactive sale and administration service, reflecting the brand values of us and the client you are representing.
Ensure all processes and procedures comply with FCA requirements.
Hours
35 hours per week, 8 - 6 Monday to Friday and 9 - 1 Saturday. Due to the nature of this position, hours may vary in line with business and client needs.
Responsibilities:
Main Duties
Call Handling
o Handle all calls within performance targets and professionally following approved call scripts and sales guidance materials
o Handle customer objections in a positive manner and actively attempt to overcome these objections in line with sales guidance materials
o Actively attempt to build rapport with all callers
o Actively look for opportunities to upgrade levels of cover through effective listening and identification of customer needs
o Carry out outbound sales activity ensuring all regulatory and customers service standards and requirements are adhered to where appropriate
o Display appropriate levels of patience and empathy as and when required
o Handle complaints in a positive way, in line with company procedures
o Communicate with customers and third parties in a clear, concise and professional way
o To capture all requested data and provide information to the caller
o Ensure product knowledge is kept continuously up-to-date through appropriate research and training
Correspondence/administration
o Respond to incoming correspondence in accordance with agreed procedures
o Carry out administrative tasks as required within the department
Data capture & input
o Ensure that all relevant data is entered onto the system in a timely way, with a focus on accuracy
FCA Compliance
o Operate within and adhere to the constraints of the current FCA regulations
o Ensure that the sales process carried out follows the procedure based sales approach
Accurate data capture and Reporting
o Capture all necessary information precisely and accurately relevant to product sales
o Record all daily activity for reporting purposes
Other
o To undertake other ad hoc duties as reasonably requested by your manager
Qualifications:
Essential Skills & Attributes
o Educated to GCSE standard or equivalent, including English Language and Maths
o Excellent telephone manner
Location: UK-Surrey-Croydon
Salary- GBP20971 bonus
THIS IS A CUSTOMER SERVICE ROLE WITH WARM SALES INBOUND, UPSELLING/CROSS SELLING
YOU MUST HAVE EXPERIENCE IN TELEPHONE BASED SALES / WORKING TO KPI'S
Overview:
The Role
Maximise Finance and Insurance policy sales by utilising your sales skills when handling telephone enquiries and updating systems accordingly.
Provide a professional, efficient and proactive sale and administration service, reflecting the brand values of us and the client you are representing.
Ensure all processes and procedures comply with FCA requirements.
Hours
35 hours per week, 8 - 6 Monday to Friday and 9 - 1 Saturday. Due to the nature of this position, hours may vary in line with business and client needs.
Responsibilities:
Main Duties
Call Handling
o Handle all calls within performance targets and professionally following approved call scripts and sales guidance materials
o Handle customer objections in a positive manner and actively attempt to overcome these objections in line with sales guidance materials
o Actively attempt to build rapport with all callers
o Actively look for opportunities to upgrade levels of cover through effective listening and identification of customer needs
o Carry out outbound sales activity ensuring all regulatory and customers service standards and requirements are adhered to where appropriate
o Display appropriate levels of patience and empathy as and when required
o Handle complaints in a positive way, in line with company procedures
o Communicate with customers and third parties in a clear, concise and professional way
o To capture all requested data and provide information to the caller
o Ensure product knowledge is kept continuously up-to-date through appropriate research and training
Correspondence/administration
o Respond to incoming correspondence in accordance with agreed procedures
o Carry out administrative tasks as required within the department
Data capture & input
o Ensure that all relevant data is entered onto the system in a timely way, with a focus on accuracy
FCA Compliance
o Operate within and adhere to the constraints of the current FCA regulations
o Ensure that the sales process carried out follows the procedure based sales approach
Accurate data capture and Reporting
o Capture all necessary information precisely and accurately relevant to product sales
o Record all daily activity for reporting purposes
Other
o To undertake other ad hoc duties as reasonably requested by your manager
Qualifications:
Essential Skills & Attributes
o Educated to GCSE standard or equivalent, including English Language and Maths
o Excellent telephone manner