Customer Support Advisor - Financial Services (Remote in Portugal)

About The Role

• Interact with customers as part of support function. Act as the first line of investigation for benefit and policy-related queries, owning issue resolution. Liaise with insurers and providers on escalations, tracking any recurring issues and maintaining high quality documentation. 
• Handle new business administration. Set up new employer schemes, facilitate application processing between employers, employees and insurance providers, while also updating our CRM and internal systems 
• Support scheme renewals. Work closely with employers and insurance providers, plus partner with customer success teams to refine processes and improve the customer experience
• Own policy event administration. Process policy changes including joiners, leavers, dependents, cancellations and amendments; coordinate across internal teams and providers
• Travel: You will complete your induction and new hire training in Dublin and will visit Dublin once a quarter for meetings and training. 

1. 1st round interview with the Talent Acquisition Team
2. Language assessment 
3. Final round interview and task with the Hiring Team
4. Reference checking 

Your profile

• 2+ years of experience in operations/support within insurance, financial services or benefits administration in HR 
• Strong attention to detail. You can manage multiple workstreams and dive into complexity
• Clear written communication skills. You thrive when working with different stakeholders 
• Ability to work independently. You perform well when tasked with important matters and given guidance
• Comfort working in fast-paced environments. You are comfortable with ambiguity and evolving processes