Client Success & Services Specialist

Maritime Financial Group; Scarborough; On-site; GBP 18,000 - 24,000; Full time

Job summary

Maritime Financial Group in Scarborough, United Kingdom, is seeking a customer service oriented professional to provide effective client support. You will partner with financial advisors and ensure adherence to company policies while addressing client issues and delivering satisfactory resolutions.

Key tasks include processing applications, handling data entry for Maritime General lines, and managing client information requests. Experience in customer or client service is essential.

Qualifications

• Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A.
• 8 CAPE passes (full certificate) or an equivalent diploma or professional certificate.
• Experience in Customer or Client Service

Responsibilities

• Markets our Group’s products and services to clients.
• Processes applications for all new and renewal lines of business.
• Process all Data Entry for all Maritime General lines of business
• Processes client’s policy information requests and resolve client’s queries.
• Collects requests and documents required for processing of policy loans, surrenders, refunds, and dividends, maturing policies, all claims and other such requests.
• Partners with the financial advisors to meet and exceed client’s service expectations.
• Processes all cash transactions for the Group.
• Ensures that each transaction is fully completed to the client’s satisfaction.
• Telephone services - handling queries, relaying messages.
• Contributes to the establishment of teamwork and team spirit.
• Practices conservation techniques to ensure retention and continuance of business within the Group.
• Ensures that all outstanding requirements are submitted for each client transaction.
• Prepares client information and reports on un-serviced policyholders.
• Provides timely feedback to the company regarding service failures or client’s concerns.
• Assists in projects that may be planned from time to time.

Skills

Customer service

Communication

Teamwork

Education

5 CSEC passes incl Math & English

8 CAPE passes or equivalent

Job description

Maritime Financial Group in Scarborough, United Kingdom, is seeking a customer service oriented professional to provide effective client support. You will partner with financial advisors and ensure adherence to company policies while addressing client issues and delivering satisfactory resolutions.

Key tasks include processing applications, handling data entry for Maritime General lines, and managing client information requests. Experience in customer or client service is essential.