Customer Support Advisor

Customer Trading Advisor

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• Location: Liphook
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• Hours: Monday to Friday, 9:00am – 5:00pm
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• Salary: Up to £27,000 per annum
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• Job Type: Full-time
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Join a growing business as a Customer Trading Advisor in Liphook. This customer-focused role is ideal for someone who enjoys interacting with people, managing multiple priorities, and delivering consistently high levels of service in a fast-paced environment.

Day-to-day of the role:

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• Handle inbound and outbound telephone calls in a professional, friendly, and efficient manner.
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• Deliver excellent customer service to brokers, acting as a knowledgeable and reliable point of contact.
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• Run reports using internal systems to identify outstanding actions and requirements.
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• Chase both new business and policy renewals.
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• Liaise with the accounts team and support the reduction of aged debt.
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• Understand and handle claims cover requests in line with agreed service standards.
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• Manage and organise shared team mailboxes.
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• Accurately update internal systems with call notes, policy details, and documentation.
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• Chase brokers for outstanding policy requirements and information.
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• Escalate delayed or complex requirements to underwriters where appropriate.
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• Adhere to regulatory, compliance, and internal quality standards at all times.
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• Assist with policy trading activities in line with company procedures.
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• Contribute to improved customer feedback, including Feefo and Trustpilot scores.
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Required Skills & Qualifications:

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• Previous experience in a customer service or call-handling environment.
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• Excellent verbal and written communication skills.
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• Strong organisational skills with the ability to manage multiple tasks and priorities.
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• Confidence using Microsoft Office applications.
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• High attention to detail with a proactive, problem-solving approach.
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• Resilience and confidence when handling high call volumes or challenging conversations.
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• Comfort working to targets and deadlines.
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• A professional and approachable manner, demonstrating behaviours aligned with team Operating Principles.
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• The ability to work independently while taking ownership, responsibility, and accountability for workloads.
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Benefits:

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• Competitive salary up to £27,000 per annum.
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• Opportunity to work in a supportive team environment.
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• Potential for professional growth and development within the company.
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To apply for this Customer Trading Advisor position, please submit your CV.