Customer Connect Executive within Customer Connect Team
Competitive (£20k to £30k depending on experience)
Due to continued growth EFCIS Ltd are currently recruiting for an additional member to the Customer Connect Broker Support team to be based in our Hastingwood office in Essex.
EFCIS Ltd is committed to making a real difference to the Credit Insurance market, we are one of the largest independent UK Brokers with global reach in 46 countries via our ICBA network.
We provide Credit Insurance and financial solutions to all B2B companies to assist them in protecting their business via risk assessment and our added value business tools.
EFCIS is a firm believer in technical innovation, to help us guarantee exceptional client service and leading-edge financial solutions. Our growing success reflects our commitment and vibrant working culture. To help us drive our success into the future, we are looking for an experienced candidate to offer business support to our brokers/directors within the Customer Connect Team.

As a Customer Connect Executive you will be working as part of a busy skilled broker team, assisting in:
  • Administration / support tasks, in relation to renewals and midterm adjustments in client Credit Insurance policies
  • Completing necessary FCA compliance paperwork
  • Liaising with clients to conduct high level policy management
  • Call handling, taking messages and dealing with basic client queries
  • Analysing domestic/international credit limits and providing necessary feedback
  • Database entry
  • Running and testing various IT platforms
  • Gathering and analysing company statistics
  • Ongoing daily workflow, including calendar/inbox management
  • Meeting expected turnaround times
  • Responsible for adhering to all EFCIS business procedures
  • Pro-actively responding to the challenges as EFCIS grows, prioritising those solutions/demands and managing expectations of customers
  • Supporting senior individuals to achieve their targets/objectives, as well as expanding their own knowledge of Credit Insurance and principles of underwriting 
Essential knowledge:
  • Outlook
  • Word (high level)
  • Excel (high level)
  • PowerPoint 
 Beneficial Knowledge:
  • Credit Insurance market
  • Broker market (not necessarily Credit Insurance) 
Individuals requirements: 
  • Organised and Methodical – Keeping yourself and the senior brokers organised is an essential part of the role
  • Pro Active – Able to self-manage and plan your own workloads, proactively prioritising work based on the team’s inflow of work
  • Self-Motivation – Strives to stay ahead by anticipating rather than reacting; ensures that their actions are always carefully considered
  • Procedures – Happy to help set ongoing procedures and improve existing ones as the team grows and we fine tune the EFCIS way of servicing
  • Enthusiastic – Looking for an enthusiastic and innovative individual that can handle significant workflow with good time management skills
  • Problem Solving – Identify, clarify, defines and work through challenges towards a defined outcome 
  • Integrity – Works to positively impact our clients and colleagues
To apply for this role please send your curriculum vitae and a covering letter to Laura Martin at

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