Job Description

The working hours will be 9am-5pm Monday to Friday and the successful candidate will have the following skills and experience.

The key duties for this role will include:

• Managing the Team inbox, logging calls, tasks and activities on CRM
• CRM testing, logging issues, running reports
• Phones - talking with members, answering questions, logging calls
• Ad-hoc - sending certificates or policy schedules, managing BACs payments

Required Knowledge, Skills, and Abilities

CRM (ideally Microsoft Dynamic 365 desirable but not essential) – excellent knowledge of the system, this includes development, testing, logging issues, and enhanced knowledge of the back end. Insurance – a good understanding of the industry, including scheme structures, policy schedules (desirable but not essential). Phones - comfortable taking large volumes of inbound calls. Customer Service – polite, professional call manner, good written communication. Admin experience – inbox management.