Financial Service Customer Adviser Apprenticeship Hoyland Insurance Brokers Ltd

Job summary
Liaising with clients to identify service needs and recommend productsManaging adjustments, renewals, claims, quotations, queries, and ordersDeveloping client relationships to secure repeat business
Job seniority: entry level
Responsibilities
• Liaising with clients to identify their service needs• Recommend suitable products to clients• Manage mid-term adjustments, renewals, claims, and quotations• Handle queries and process client transactions• Ensure compliance with company and FSA regulations• Develop client relationships for repeat business
Requirements
• Level 2 Financial Service Customer Adviser Apprenticeship• Ability to use Microsoft applications and allied software packages• Good communication skills• Strong customer service skills• Attention to detail• Ability to work effectively in a team
Key Skills Needed
• Good communication skills• Strong customer service skills• Attention to detail• Teamwork