Customer Service Advisor
Dun & Bradstreet
Job Level
Mid-LevelSenior
About the role
- Prepare and Arrange Internal Filing System. (Creating Folders/Client Docs)
- Filing of Documents (Paperless) into Database.
- Updating and Maintaining client details.
- Prepare client letter templates
- Arrange Insurance Quotations using online systems
- Preparation of insurance schedules and policy renewals
- Claims Management in CRM
- Email Management
- Email marketing campaigns
Requirements
- Detail oriented.
- Strong organisational, project management and problem-solving skills with impeccable multi-tasking abilities.
- Ability to follow process and work independently.
- Communicate progress and/or report issues.
- Insurance experience would be beneficial.
