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- Tasks: Investigate and validate home insurance cases while communicating with customers.
- Company: Join a dynamic team in Milton Keynes focused on customer service excellence.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Fast-paced role with opportunities for personal and professional growth.
- Why this job: Make a real difference by ensuring fair outcomes for customers and the business.
- Qualifications: Strong communication skills and attention to detail are essential.
The predicted salary is between 30000 - 40000 £ per year.
As a Referral Investigation Assistant within our Technical Services team, you’ll play a key role in investigating and validating complex or non-standard home insurance cases. You’ll combine customer communication, detailed investigation work, and collaboration with internal teams to ensure policies are accurate, risks are properly assessed, and outcomes are fair for both the customer and the business.
Key Responsibilities
- Handle inbound and outbound calls relating to policy queries, building works, and investigations.
- Gather accurate information from customers and communicate outcomes clearly and professionally.
- Manage sensitive or challenging conversations with empathy and confidence.
- Review and validate home insurance policies to ensure they meet underwriting standards.
- Investigate discrepancies or potential misrepresentation through full case reviews.
- Assess disclosures and ensure policies accurately reflect customer risk.
- Maintain accurate and detailed records across systems and workflows.
- Manage multiple cases simultaneously, ensuring all actions and updates are tracked.
- Monitor referrals and reports to ensure timely follow-up.
Performance & Delivery
- Take ownership of your workload, ensuring SLAs, deadlines, and quality standards are met.
- Deliver strong customer outcomes while reducing complaint risk.
- Work proactively to resolve issues and drive cases to completion.
- Ensure all investigations and communications are fair, compliant, and aligned with company policy.
- Identify and elevate high-risk or complex cases appropriately.
- Stay up to date with products, processes, and regulatory expectations.
- Identify opportunities to improve processes and customer journeys.
- Contribute ideas to enhance efficiency, accuracy, and service delivery.
Key Attributes for Success
- Organisation & Time Management: Ability to prioritise effectively and manage multiple cases in a fast-paced environment.
- Attention to Detail: Strong accuracy across investigations, systems, and customer communications.
- Problem Solving: A solution-focused mindset with the ability to assess complex situations.
- Communication Skills: Confident and clear communicator, both written and verbal.
- Handling Difficult Conversations: Comfortable managing sensitive discussions with professionalism and empathy.
- Ownership & Initiative: Self-motivated with the ability to take full ownership of cases from start to finish.
- Team Collaboration: Works well within a team, contributing to shared goals and success.
6 month secondment - Referral investigation assistant employer: Policy Expert
Contact Detail:
Policy Expert Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land 6 month secondment - Referral investigation assistant
✨Tip Number 1
Get to know the company! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills. Since you'll be handling sensitive conversations, role-play with a friend or family member to build confidence and ensure you can convey information clearly and professionally.
✨Tip Number 3
Be proactive during interviews. Prepare questions that demonstrate your understanding of the role and the challenges they face. This shows you're not just looking for any job, but that you're keen on making a real impact.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining our team and ready to take ownership of your career.
We think you need these skills to ace 6 month secondment - Referral investigation assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the role of a Referral Investigation Assistant. Highlight your communication skills, attention to detail, and any relevant experience in customer service or investigations.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for this role. Share specific examples of how you've handled challenging conversations or managed multiple cases effectively in the past.
Showcase Your Problem-Solving Skills: In your application, don’t forget to mention instances where you’ve successfully resolved complex issues. We love candidates who can think on their feet and come up with solutions!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Policy Expert
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of a Referral Investigation Assistant. Familiarise yourself with the key tasks like handling policy queries and managing sensitive conversations. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Practice Your Communication Skills
Since this role involves a lot of customer interaction, practice articulating your thoughts clearly and confidently. You might want to role-play difficult conversations with a friend or family member. This will prepare you for any challenging discussions during the interview and showcase your communication skills.
✨Showcase Your Problem-Solving Abilities
Be ready to discuss specific examples where you've successfully navigated complex situations or resolved issues. Think about times when you had to investigate discrepancies or manage multiple cases. Highlighting these experiences will demonstrate your problem-solving mindset and ability to handle the demands of the role.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, how success is measured in the role, or opportunities for process improvement. This shows your enthusiasm for the position and helps you gauge if the company culture aligns with your values.