Customer Trading Advisor

• Location: Liphook
• Hours: Monday to Friday, 9:00am – 5:00pm
• Salary: Up to £27,000 per annum
• Job Type: Full-time

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:

• 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 £27,000 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.