Protection Customer Success Expert

Skills
Customer JourneysCustomer Relationship ManagementCustomer SatisfactionCustomer SuccessCustomer SupportEnglishMortgages
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Empathetic and organised approach
  • Experience managing ongoing application pipelines
  • Ability to work closely with operations and wider teams
  • Strong customer communication skills
  • Comfort handling complex provider processes
  • Case admin support experience including Demands & Needs letters

Nice to have

  • Empathetic
  • Organised
  • Proactive
  • Customer-focused
  • Adaptable
  • Collaborative

Day to day

  • Manage customer protection applications from submission through to on risk with care and precision
  • Provide comprehensive jargon-free updates to customers by coordinating information from protection providers GP surgeries and other parties
  • Support Protection Experts with case administration including Demands & Needs letters while helping deliver a smooth customer journey