Team Leader - Aylesbury, Buckinghamshire
Our client requires a Team Leader for their annuity department
Key accountabilities:
• To lead and manage a team of (Senior) Client Services Assistants including holding regular one to one meetings, providing feedback on performance, setting objectives, conducting coaching and training as required.
• To monitor telephone calls, written correspondence and new business processing work to ensure that standards are met and maintained.
• To provide Sales & Operations Manager with appropriate statistics.
• To take responsibility for any customer complaints received by team members and refer escalating complaints to the appropriate person. Must be able to identify oral and written complaints.
• To liaise with annuity product providers to ensure a smooth and effective working partnership for processing proposals.
• To maintain and expand technical knowledge relating to the annuity market and the Financial Services industry.
Key Skills:
• Experience of leading and managing a team of individuals within a customer service environment.
• The ability to be able to manage time effectively, priorities work and meet deadlines.
• The ability to deal with sensitive / complaint cases.
• To study and achieve FPC1 and 2
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