Assessment Case Officer
Assessment Case Officer
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Job Description
Here at PayPlan we are looking for colleagues to join our welcoming and growing team. If you have strong communication skills ideally over the phone and take pride in providing excellent customer service we would love to hear from you!
Ready to join Read on to find out more about this role.
Who are PayPlan
We believe that everyone should to be treated with empathy and respect especially when dealing with sensitive financial situations. Our goal is to help people who are in debt by providing them with free debt advice and solutions that are tailored to their individual circumstances. We are proud to help and support our clients through their journey and in turn are committed to making a positive impact on their lives.
Why work at PayPlan
We are dedicated to making a difference in the lives of those in need and we would love for passionate empathetic and understanding colleagues to join us in our mission. If you are customerfocused an excellent communicator with good listening skills and share our values of empathy respect and making a positive impact then we would love for you to be a part of our team. With access to a range of employee benefits a supportive work culture and opportunities for personal and professional growth we offer more than just a job we offer a rewarding career. Come join us and make a difference in peoples lives whilst enjoying what you do!
What would you be doing as an Assessment Case Officer here at Payplan
Our assessment team is essential in supporting clients on their journey to becoming debtfree. In this role youll engage with clients to gain a clear understanding of their financial and personal situations work alongside them to develop a manageable budget and offer professional expert advice on the most appropriate debt solutions tailored to their needs.
We want to make the journey to becoming debtfree as simple and stressfree as possible.
As an Assessment Case Officer at PayPlan you will:
- Communicate with clients via phone emails texts livechat and WhatsApp.
- Proactively gain trust with clients by building rapport listening acknowledging and guiding them through their journey
- Build and maintain strong working relationships with colleagues and third parties
- Be client driven listening to their needs being supportive and empathetic questioning if doubt is detected.
- Recognise when a client in vulnerable and be able of offer support and signposting to relevant 3rd party support.
- Engage with clients to support in finding a suitable recommendation for them ensuring it also aligns with the requirements of the business
- Champion continuous improvement and new ways of working at every opportunity
About You:
- Previous experience of working within a similar industry would be an advantage
- Excellent written and verbal communication skills with the ability to understand the needs of the client
- Exceptional Customer Service skills to be able to deal with challenging and vulnerable clients
- A great team player with the confidence to work independently
- Excellent attention to detail with a methodical and thorough approach to your work
- A desire to show initiative and the ability to multitask
If this sounds like the role for you apply now or get in touch if youd like further information. If you require any adjustments to assist you in applying please
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
