Future Proof is an award-winning company
We provide expert advice on all areas of Protection including Life, Critical Illness, Income Protection and Business Protection Insurance. We look for people who are honest, hard-working, committed and enthusiastic to join our teams.
Our mantra, “treat every client like you would your own family,” drives our commitment to exceptional service.
Vacancies
Customer Service Specialist
Looking for your first role in Financial Services? Join us at Future Proof! We are looking for highly motivated individuals with excellent customer service skills. You will be the first point of contact for our clients – providing help, assistance and answering any queries they may have. If you’re passionate about helping people and want to build a meaningful career, this could be your perfect opportunity.
Who We Are
We’re an award-winning protection advisory firm based in Reigate. Dedicated to safeguarding what matters most: our clients’ families, homes, and livelihoods. From Life Insurance and Critical Illness cover to Income and Business Protection, we deliver expert advice with one guiding principle: “Treat every client as if they were your own family.”
What you’ll do
- Speak with our clients over the phone to identify their requirements in order to provide fantastic customer service – this is not a call centre role
- Proactively make clients aware of any payment issues and rectify, being their main point of contact if they require any assistance
- Maintain accurate computer records and to follow the company’s data protection and compliance procedures at all times
- Contact our existing clients annually to review their policy and answer queries about Trust forms.
Who you are
- Experienced in providing excellent customer service
- A proactive and enthusiastic team player
- Strong communication, interpersonal and listening skills
- Outstanding attention to detail
- Possess the ability to work in a compliant manner, adhering to FCA guidelines.
What We Offer You
- Salary: £25,000
- Comprehensive benefits package, including:
- Private medical insurance
- 28 days holiday plus bank holidays
- Annual bonus of up to 13.5%
- Income Protection
- 5% employer pension contribution
- Employee Assistance Programme with free counselling sessions
- Free remote GP access, legal and financial support
- £150 contribution towards new glasses
- 4x death in service cover
- Store discounts…and more!
- Career progression and funded qualifications – we’ll fully support you in achieving industry-recognised certifications if you decide you want to progress to become an Adviser in the future.
This is a permanent role, initially based in our office in Reigate for training, however we are happy to offer flexible working with some days from home once you have achieved competency in the role.
How to Apply
Are you ready to take your career to new heights with Future Proof? We’d love to hear from you! Please send your CV to lucy@futureproofinsurance.co.uk
