Customer Service Advisor Apprentice (nfu Mutual Buckinghamshire)

About the role

Client & Policy Administrator 🚀

We're looking for a detail-oriented and customer-focused individual to join our team! If you’re ready to make a real impact and gain invaluable experience, this is the role for you.

What you’ll be doing:

• Processing midterm adjustments and changes to client records and policies – keeping everything accurate and up-to-date is key! ✍️
• Identifying potential gaps in client coverage that could lead to claims and making smart recommendations to ensure they're fully protected. Your advice matters! 🛡️
• Generating leads and new business by providing stellar cross-selling and top-notch customer service. Show us your sales swagger! 💰
• Crushing your monthly, quarterly, and annual KPIs and targets. Let's hit those goals together! 🎯

What we’re looking for:

• A proactive and customer-centric attitude. You love helping people and making sure they’re looked after. 🤗
• Attention to detail. Precision is paramount in this role. 👀
• A driven individual with a desire to learn and grow within the financial services sector. 🌱

If you're ready to dive in and contribute to our success, we want to hear from you! Apply now! 👇

Key responsibilities

• Processing midterm adjustments and and changes to client records and policies
• Probing for gaps in cover and making relevant recommendations for client protection
• Generating leads and new business through consistent cross selling and customer service
• Meeting all monthly, quarterly and annual KPIs and targets

Entry requirements

GCSE in: (English (grade 4/C or above), Maths (grade 4/C or above))