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Finance & Insurance Co-Ordinator

  • Location:

    Croydon, Surrey

  • Sector:


  • Job type:


  • Salary:

    Up to £20560 per annum + £1500 paid quaterly

  • Contact:


  • Contact email:

  • Job ref:


  • Published:

    7 months ago

  • Expiry date:


  • Startdate:


Job Description

Finance & Insurance Co-ordinator (Warranty)

The Role

Maximise Finance and Insurance policy sales by utilising your sales skills when handling telephone enquiries and updating systems accordingly.

Provide a professional, efficient and proactive sale and administration service, reflecting the brand values of Allianz Partners and the client you are representing.

Ensure all processes and procedures comply with FCA requirements.

£20,560 plus £1500 annual bonus paid quarterly


35 hours per week, 8 - 6 Monday to Friday and 9 - 1 Saturday. Due to the nature of this position, hours may vary in line with business and client needs.

Main Duties

Call Handling

o Handle all calls within performance targets and professionally following approved call scripts and sales guidance materials

o Handle customer objections in a positive manner and actively attempt to overcome these objections in line with sales guidance materials

o Actively attempt to build rapport with all callers

o Actively look for opportunities to upgrade levels of cover through effective listening and identification of customer needs

o Carry out outbound sales activity ensuring all regulatory and customers service standards and requirements are adhered to where appropriate

o Display appropriate levels of patience and empathy as and when required

o Handle complaints in a positive way, in line with company procedures

o Communicate with customers and third parties in a clear, concise and professional way

o To capture all requested data and provide information to the caller

o Ensure product knowledge is kept continuously up-to-date through appropriate research and training


o Respond to incoming correspondence in accordance with agreed procedures

o Carry out administrative tasks as required within the department

Data capture & input

o Ensure that all relevant data is entered onto the system in a timely way, with a focus on accuracy

FCA Compliance

o Operate within and adhere to the constraints of the current FCA regulations

o Ensure that the sales process carried out follows the procedure based sales approach

Accurate data capture and Reporting

o Capture all necessary information precisely and accurately relevant to product sales

o Record all daily activity for reporting purposes


o To undertake other ad hoc duties as reasonably requested by your manager

Essential Skills & Attributes
o Educated to GCSE standard or equivalent, including English Language and Maths
o Excellent telephone manner
o Previous experience of working within a telephone sales environment, handling both inbound and outbound calls
o A good working knowledge of Word, Excel and web based functionality
o Strong communication skills
o Punctual
o Excellent call handling ability
o Influencing and negotiation skills
o The ability to work under pressure
o Sound approach to problem solving
o A pro-active approach to sales
o A focus on customer service and quality
o Self motivated
o Reliable
o The ability to work without supervision

Desirable Skills & Attributes
o Previous experience of working within a warranty department
o Basic knowledge and understanding of FSA compliance
o Basic knowledge of vehicle technology


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