Assisting clients with new business applications online and over the telephone.
- Assisting clients with new business applications online and over the telephone and calling cases that have navigated away from the application before paying online.
- General administration including issuing of client documentation by email, changing address/contact details and amendment of cover level.
- Assisting with renewal chasers which includes calling and emailing a high number of clients for new payment details or discussing their renewal if they have opted out of the auto renewal procedure.
- Invoicing cases that have not been automatically processed and assisting with the administration of cancellations and return premiums
- Inbound and outbound calls to existing and new clients. Answering the schemes switchboard within 3 rings.
- Responding to emails that have been sent to the main Schemes Inbox and making sure the client has had a response within 48 hours (maximum)
- Taking payments for New Business, Renewal and Mid term adjusted cases through the back office and through our secure payment system SagePay.
- General client liaison by email and over the phone regarding new business clients and existing clients.
- Assisting the Schemes Department with any general administration.