COVID-19

Sales & Underwriting Support

Full Time

IN-SYNC Group

Sales & Underwriting Support Farnham

Apply Now

Do you enjoy admin, have outstanding organisational skills and a passion for providing a great customer experience? Do you find that “Sales” isn’t for you, but you enjoy the challenge of retaining customers and getting them the best service for their needs?

This role involves working closely with various departments across the Group of Companies and external agencies, contractors and clients. The Sales & Underwriting Support will be a key point of contact and regularly make contact with our clients and HMRC. Additionally, over time you’ll be responsible for Underwriting and approving Tax and VAT advances within the business. You’ll also be responsible for the credit control processes within the department, including recovery of Tax and VAT rebates from HMRC.

Key duties for this role:

  • Review application information, as well as documents and credit file information
  • Contacting HMRC to check the status of our clients’ self-assessment accounts, to recover outstanding rebates owed to our clients
  • Ensuring client records are kept up to date
  • Liaising with subcontractors to obtain statement of earnings for our clients
  • Completing internal client handovers to initiate debt management procedures where necessary
  • Communicating with clients to request pay data and complete conference calls with HMRC
  • Ensure all calls are compliant with Data Protection
  • General administration including maintaining digital customer records and managing in-house ticking system for the department.

Benefits

  • 22 days holiday (rising by 1 day per year to a max of 25 days)
  • Pension plan
  • Professional study support
  • Healthcare cash plan or Perkbox
  • Cycle to Work Scheme

Info

This is on a 12-Month fixed term contract, with the view to be made permanent. Our working hours are Monday to Thursday 8.30am-5.30pm, and Friday 8.30am – 5.00pm. All applications require the right to work in the UK; we don’t currently hold a license to provide work sponsorship.

Essential Skills

Essential:

  • Background of working in a fast-paced customer service position, ideally within an office/phone-based environment.
  • Comfortable working on the phone for most of your day; clear and confident telephone manner.
  • Excellent organisation and time management skills, equally capable of working alone using own initiative or taking direction.
  • Ability to comfortably prioritise tasks and cope with competing demands, often in a high-pressure scenario.
  • IT literate with working knowledge of Microsoft Word, Excel and Outlook.
  • Prior experience within an administrative role, with a keen attention to detail.
  • Well-developed communication skills, both written and verbal.

Desired Skills

  • Experience of underwriting matrixes
  • Experience of Personal Tax
  • Experience of working with HMRC

About Company

Are you IN-SYNC?

We’re leading the way in self-employed financial services. Want to be part of it?

We’re a fast-moving business that never stands still; we constantly innovate and improve. We offer coaching and professional study support in a fun and friendly environment.  At IN-SYNC, you’ll be challenged and trusted to use your expertise and initiative to grow.

We put people first, whether it’s our team, our customers, or our business partners in our mission to help self-employed people. We feel everybody has a role to play and by working together we can make this vision a reality.

If you’re looking for a career and not just a job, you’re in the right place. We like people with the courage to challenge, the hunger to succeed and the motivation to just get things done.

Essential Requirements

Essential:

  • Background of working in a fast-paced customer service position, ideally within an office/phone-based environment.
  • Comfortable working on the phone for most of your day; clear and confident telephone manner.
  • Excellent organisation and time management skills, equally capable of working alone using own initiative or taking direction.
  • Ability to comfortably prioritise tasks and cope with competing demands, often in a high-pressure scenario.
  • IT literate with working knowledge of Microsoft Word, Excel and Outlook.
  • Prior experience within an administrative role, with a keen attention to detail.
  • Well-developed communication skills, both written and verbal.

COVID-19 Sales & Underwriting Support Farnham

Apply Now

Tagged as: Sales & Underwriting Support