Insurance Email Support
Job Summary
This is a customer service and correspondence role within the insurance sector, primarily focusing on managing email enquiries and customer requests. The position involves communicating with customers and intermediaries to resolve queries accurately while adhering to service standards. Responsibilities include processing routine requests based on SOPs, maintaining case records, and escalating complex issues appropriately.
Responsibilities
- Manage customer and intermediary email enquiries
- Handle emails, letters, and outbound calls
- Process routine customer requests based on SOPs
- Maintain accurate case records and follow-ups
Required Skills
- Customer Service
- Insurance Operations
- Email Support
- Salesforce
Job Details
Summary
This is essentially a customer service / correspondence role within insurance, focusing mainly on handling email enquiries and customer requests. The person will communicate with both customers and intermediaries/advisers, ensuring queries are resolved accurately and within service standards.
Key Points
- Main channel is email – manage customer and intermediary enquiries
- Handle emails, letters and outbound calls where required.
- Provide a one-stop service, aiming to resolve enquiries at the first point of contact.
- Process routine customer requests based on established SOPs, product knowledge and approved templates.
- Handle straightforward and non-complex cases independently; escalate complex or exceptional cases to the Team Lead/relevant teams.
- Maintain accurate case records, follow-ups and audit trails, while meeting SLAs/service standards.
- Help resolve customer issues amicably and propose appropriate solutions within approved guidelines.
- Role is relatively process-driven and operational, rather than requiring the person to make complex decisions independently.
Job Requirements
- Experience in Customer Service / Insurance Operations / Policy Servicing / Customer Correspondence / Contact Centre / Email Support
- Customer service or correspondence-handling experience
- Insurance experience, especially life, health or investment-linked products, is advantageous
- Salesforce experience is a plus
- Diploma or Degree
- HI / M5 / M8 / M9 certifications are advantageous, not mandatory