Customer Trading Advisor

Overview

The Customer Trading Advisor plays a pivotal role in delivering exceptional service to brokers and supporting the smooth operation of trading activities within the insurance industry. This role involves managing inbound and outbound communications, maintaining accurate records, and ensuring that all policy requirements are met in a timely and efficient manner. The ideal candidate will be a proactive and organised individual with strong communication skills and a customer-focused approach. How you'll make an impact Handle inbound and outbound telephone calls professionally, ensuring a friendly and efficient service. Act as a reliable and knowledgeable point of contact for brokers, delivering excellent customer service. Run reports using internal systems to identify outstanding actions and requirements, and follow up on new and renewal business. Collaborate with the accounts team to contribute to the reduction of aged debt. Understand and process claims cove...