Renewal and Retentions Consultant (sd/rrc)

Job type: Permanent, Full time

Location: Cardiff

£18000

Sector: Technology

 Jump to application form

Job description

As a Renewals & Retention Consultant you will be responsible for delivering exceptional customer service to existing customers and producing high quality, sustainable business through a proactive contact strategy.

The key functions of the role are to carry out calls with all new customers, successfully retain, renew or re-broke, in conjunction with the sales team, through your expertise and knowledge of the marketplace. The role requires individuals that are self-motivated, understand and able to deliver an outstanding customer experience, whilst achieving KPIs and managing customer expectations throughout the lifetime of their policy.

Responsibilities and Duties:

o Providing excellent customer service in line with company standards, procedures and guidelines.

o Provide the highest levels of customer service and advice to retain customers who are looking to cancel policies mid-term or at renewal stage.

o Talk positively about the  brand with customers, raising awareness of full product offering and take advantage of cross sell or rebroke opportunities, working closely with the Sales Advisers

o Liaise with our insurer partners to determine best industry policies and practices and handle customer complaints and cancellations effectively.

o Keep abreast of changes to industry regulations and underwriting criteria of our insurance partners.

o Having a high regard for compliance within an FCA regulated business and adhering to all legislation and regulatory guidelines.

o Contribute to, and follow at all times, the policy on Treating Customers Fairly.

o Being self- motivated and contributing to a positive, working environment with a good team spirit and strong work ethic.


Key skills required

o Previous experience of working within a competitive, customer role (Essential).

o A proven track record in achieving targets and goals (essential).

o Experience of working within an FCA or regulated Service environment (desirable).

o Experience of working with a range of financial products

o Excellent communication skills. You will need to demonstrate superb verbal and written techniques to all our customers and external partners.

o Keep abreast of the markets ever-changing policies and regulations.

o Excellent organisational skills and capable of multi-tasking to tight deadlines.

o Display and execute sound knowledge of the marketplace. Demonstrates problem solving attributes when required.


Apply for this position

Required

Required

Recommended

Are you eligible to work in the UK?

Cover letter to pre-populate cover letters on job applications