Customer Service Executive

Company: Platinum Resourcing
Apply for the Customer Service Executive
Location: Stokenchurch
Job Description:

Overview

This is a great opportunity to join a growing business within the Financial Services Industry. Our client is looking for a Customer Service Executive, reporting to the Sales Operations Manager. You will be responsible for providing comprehensive sales and administration support, including customer liaison, quoting/selling along with various other administration duties. The company offers opportunities for progression and the chance to study NVQs and related qualifications. Salary £26,000 – £30,000 depending on level of experience, plus bonus scheme, career development plans allowing you to progress and grow within the company. This role is fully office based.

Responsibilities

  • Dealing with customers by telephone and advising them of the various products available
  • Completing applications on behalf of customers, ensuring all key information is recorded with accuracy
  • Updating internal systems with sales information
  • Producing necessary documentation for new insurance policies
  • Maintaining various customer records and handle policy renewals
  • Responding to email/telephone enquiries generated from the website
  • Performing further business projects upon request of the Sales Operations Manager

Experience / Qualifications

  • The ability to deliver outstanding customer service
  • Experience in financial services is preferred
  • Competent in Microsoft Office packages
  • Excellent communication/negotiation skills
  • The ability to learn processes quickly

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Posted: April 4th, 2026