Customer Trading Advisor
*Location: Liphook
*Hours: Monday to Friday, 9:00am – 5:00pm
*Salary: Up to £28,000 per annum
*Job Type: Full-time
Join a growing business within the Property & Personal division 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:
*Handle inbound and outbound telephone calls in a professional, friendly, and efficient manner.
*Deliver excellent customer service to brokers, acting as a knowledgeable and reliable point of contact.
*Run reports using internal systems to identify outstanding actions and requirements.
*Chase both new business and policy renewals.
*Liaise with the accounts team and support the reduction of aged debt.
*Understand and handle claims cover requests in line with agreed service standards.
*Manage and organise shared team mailboxes.
*Accurately update internal systems with call notes, policy details, and documentation.
*Chase brokers for outstanding policy requirements and information.
*Escalate delayed or complex requirements to underwriters where appropriate.
*Adhere to regulatory, compliance, and internal quality standards at all times.
*Assist with policy trading activities in line with company procedures.
*Contribute to improved customer feedback, including Feefo and Trustpilot scores.
Required Skills & Qualifications:
*Previous experience in a customer service or call-handling environment.
*Excellent verbal and written communication skills.
*Strong organisational skills with the ability to manage multiple tasks and priorities.
*Confidence using Microsoft Office applications.
*High attention to detail with a proactive, problem-solving approach.
*Resilience and confidence when handling high call volumes or challenging conversations.
*Comfort working to targets and deadlines.
*A professional and approachable manner, demonstrating behaviours aligned with team Operating Principles.
*The ability to work independently while taking ownership, responsibility, and accountability for workloads.
Benefits:
*Competitive salary up to £28,000 per annum.
*Opportunity to work in a supportive team environment.
*Potential for professional growth and development within the company.
To apply for this Customer Trading Advisor position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.