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Customer Services Administrator - Telephone Sales Agent, Bromley (JR-2052)

£20000 - £23000
Customer Services Administrator - Telephone Sales Agent
Location: Head Office Bromley
Salary: £23,000
Summary of role
The main purpose of the role is to make outbound calls to existing customers and offer support services and actively identify potential new business/business retention opportunities, in addition to answering incoming telephone enquiries.  
Liaise with the field force, from initial contact through to the end of the contract terms. Also, providing excellent customer services measured against service standards, and provide good customer outcomes.
Key Responsibilities & Duties
  • Liaise with Customers and Field Force.
  • Maintain and update Customer records.
  • High Volumes of outbound calls.
  • Answer and manage incoming telephone enquiries.
  • Respond to customer’s correspondence and telephone enquiries.
  • Process and reconcile customer payments.
  • Manage and process contractual changes and customer details.
  • Provide customers options with a view to assist customers in retaining and enhancing their Plans.
  • Complete relevant training.
  • 2 late afternoon shifts per month
Knowledge, Skills & Experience
  • Gain an excellent knowledge of company products.
  • Excellent telephone manner and customer service skills.
  • Strong written and oral communication skills.
  • Good organisation skills and ability to prioritise to meet departmental requirements.
  • Good computer skills.
  • Strong attention to detail.
  • Empathy towards ethical business model and good customer outcome culture.
About the Company
  • A financial services provider, this is a purpose-driven organisation that enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day.  
  • They help everyday families achieve their financial goals and make a lasting difference in their lives and communities.
  • The company employ enthusiastic and talented Financial Advisers and support staff in the Head Office in Bromley.
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: