Bristol accounting / finance / banking

New Business Representative

Date posted: Friday 6th November
Location: Bristol

Our client a financial services company based in Clifton is looking to recruit a New Business Representative.

Role Purpose

• Act as an initial point of contact for New Business enquiries by telephone, email and in writing.
• Undertake accurate administration activities for new customers.
• Take personal responsibility for resolving customer issues and complaints, liaising with other internal departments as required.
• Communicate the company’s values in dealings with colleagues and customers with particular attention to the principles of treating customers fairly and acting with integrity.

Key Responsibilities

• Have a genuine desire to deliver outstanding service to our New Business customer enquiries whether by telephone, letter or e-mail.
• Investigate and respond to customer queries and complaints.
• Record and issue product information packs to potential members within agreed service standards.
• Process new applications from receipt though to policy issue whilst applying policy guidelines.
• Input data accurately and quickly, ensuring customer records are kept up to date.
• To keep all systems updated as necessary.
• Provide administration support


This is an excellent opportunity so apply today!

Contact details

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Contract type

Additional