Customer Service Team Lead

Fantastic opportunity to join an International Insurance organisation. Actively seeking Client Services Team Leader to join their team. Full training provide and excellent benefits package.

The role is to provide administrative support in relation to all client service activities. To support the Head of Client Services in the management of the day-to-day activities of scheme implementation, oversight of membership and assistance with related compliance requirements.

Key activities/main duties:

The Client Services Team Leader will work be responsible for but not limited to the following:

• To ensure the smooth running scheme implementations and renewal.
• Prepare onboarding documentation such as FAQs, Table of Benefits, welcome e-mails etc
• To work with the Clinical Support Team to ensure policy wording is relevant and up to date.
• To own and manage all online booklets.
• To work with I.T on all I.T development required as part of on-boarding.
• Assisting the Head of Client Services with any relevant compliance requirements. Including sanction and credit checks
• Any other ad hoc duties that may arise.
• Ensure confidentiality of affairs.
• Support business activities and objectives.
• Undertake any other duties, as reasonably required by the Head of Client Services.
• Promote equality and diversity.
• Arrange mail merges and posted communication where required.
• Ensure member communication for onboards and renewals is prompt and accurate.
• Keep Salesforce up to date for brokers and clients – includes new contacts and removal of contacts.
Group Compliance Requirements:

Key Skills:

We are looking for an individual with the following areas of expertise:

• Knowledge of PMI/Trust is essential with previous PMI operations, claims or underwriting experience.
• A strong understanding insurance claims and underwriting.
• A strong understanding of CMS
• Ability to work on their own
• Strong attention to detail
• Strong technical, computer skills, fully competent with Excel
• Excellent written and oral communication skills.
• Decision making skills and ability to use own initiative and work independently.
• A diplomatic open style and approach, with excellent verbal and written communication.
• A high degree of accuracy and attention to detail.
• PC skills with good knowledge of Microsoft packages.
• The ability to demonstrate customer led thinking.
• Proactive approach to work and analytical problem solving skills.
• The ability to plan and organise own workload, and work well under pressure.
• The ability to work well both independently and as part of a team

Excellent benefits package available