Customer Engagement Officer

MetFriendly; Orpington; On-site; GBP 28,000 - 30,000; Full time

Job summary

A financial services provider in Orpington is seeking a Customer Engagement Officer who will focus on meeting financial targets, engaging with customers, and building relationships. The successful candidate will manage customer queries, support marketing initiatives, and continually improve service delivery. This role requires strong communication skills and the ability to work proactively with both customers and internal teams. The package includes a competitive salary and benefits such as enhanced pension and health insurance.

Benefits

Enhanced pension

Health insurance

24 days annual leave + bank holidays

Responsibilities

• Meet allocated financial targets for new business income, customer acquisition, and retention.
• Engage proactively with customers and prospects to provide accurate product information.
• Build relationships as a key contact for new product and renewal enquiries.
• Identify opportunities for customer referrals to Field Officers.
• Respond promptly to inbound and outbound calls in line with service standards.

Job description

Customer Engagement Officer

Location: Orpington

Pay: £28,000 - £30,000

Benefits: Enhanced pension, health insurance, 24 days annual leave + bank holidays

Responsibilities

• Meet allocated financial targets for new business income, customer acquisition, and retention.
• Engage proactively with customers and prospects to provide accurate product information, answer queries, and support applications.
• Build relationships as a key point of contact for new product and renewal enquiries.
• Identify opportunities for customer referrals to Field Officers.
• Respond promptly and accurately to inbound and outbound calls in line with agreed service standards and SLAs.
• Focus on quality, accuracy, and timeliness in all customer interactions.

Marketing and Relationship Support

• Suggest new marketing activities to support business growth and customer retention.
• Work closely with the Marketing and Field Teams to share customer insights and improve engagement.
• Support the Field Team at events or represent MPFS independently when required.

Process and Service Improvement

• Contribute to improving service delivery and the customer journey.
• Follow a...