Customer Services Assistant

Purple HR; Orpington; On-site; GBP 26,000 - 29,000; Full time

Job summary

A financial services provider is looking for a Customer Services Assistant in Orpington who will engage with customers, respond to queries, and help drive service improvement. The ideal candidate should have two or more years of experience in a customer service or financial services environment, along with strong attention to detail and excellent communication skills. The role offers a competitive salary between £26,000 - £29,000 based on experience.

Qualifications

• Experience in a regulated sales environment.
• Two or more years of customer service or financial services experience in a similar environment.
• Strong attention to detail.

Responsibilities

• Achieve allocated targets related to new business income and customer retention.
• Provide product information and support through the application process.
• Handle customer queries and process new business applications.

Skills

Customer focused

Good interpersonal skills

Ability to use initiative

Time management

Results driven

Tools

MS Office

Job description

Customer Services Assistant

Location : Orpington

Salary : £26,000 - £29,000 DOE

Metfriendly has a great history of providing protection and savings products plus financial education to the Metropolitan police family (officers, staff and their families), and have recently committed to expanding this to UK-wide police forces.

The perfect candidate needs to be able to achieve allocated financial and non-financial targets relating to new business income and retention.

They will be responding promptly to all customer queries & process new business applications and ensuring all agreed SLAs are maintained while focusing on the Customer journey.

Key Responsibilities

The time allocated to each responsibility will flex with business needs during trial period.

• To achieve allocated targets relating to new business income, new customer acquisition and retention.
• Proactively engage with customers and prospects to provide product information, answer queries & support through to a successful application process
• Build relationships with customers and prospects as a point of contact to answer new product & renewal enquiries
• Build relationships with the Field Team Manager and Field Team to increase knowledge of the Police affinity group.
• Attend events as required
• Answer and deal with telephone calls from customers and prospects quickly and accurately.
• Focus on timeliness and quality in line with agreed standards
• Provide introductions to Field Officers where appropriate.
• Processing of new business applications and ISA transfers.
• Data input and scanning of customer correspondence.
• Processing of contact forms, email communications and prize draw forms.
• Help drive service improvement whilst maintaining detailed processes and procedures.
• Any other duties as required by the Chief Executive Officer.

Key Soft Skills / Behaviours

• Customer focused with good understanding of their needs
• Forward thinking with ability to plan and organise. A self-starter
• Strong knowledge of MPFS products & processes
• Team Player
• Good interpersonal skills to support both customers and colleagues
• Good influencer and active listener
• Passionate, positive, reliable and enthusiastic
• Ability to use initiative.

Essential Skills / Competences

• Experience of a regulated sales environment
• Customer service or financial services experience – two years or more in a similar environment
• Strong attention to detail
• Good skill level with MS Office package and computer literate
• Results driven – ability to work within service standards
• Time management
• Adaptable and flexible to deal with fluctuations in workload
• Dealing with both inbound and outbound calls, you will have excellent communications skills with the ability to stay calm under pressure.

REF-(Apply online only)