Financial Industry Receptionist

We provide a telephone receptionist service to clients in the Financial sector.

Our clients from the financial industry include insurance companies and financial advisors.

Click here to see a Financial Advisor case study

Financial advisors are often in client meetings providing advice on mortgages, pensions and investments. As they are frequently unavailable and (when with their clients) need to keep mobiles switched off, they can automatically set calls to divert to us. We are often managing their schedule and setting appointments. We handle enquiries, such as a new caller asking for the firms FSA registration, or other queries from providers. They may not need any action from the client at all just a simple message from us to confirm the action that has been carried out.

Insurance companies need callers to be screened correctly to ensure that the caller is directed to the right underwriter. Depending on the company they may have specialists for commercial and residential property, motor, fleet, personal injury, health, public liability, etc. In addition sales calls can be very persistant and time consuming which tie up staff and reduce productivity.

With the flexibility of the MyRuby outsourced receptionist service we really can provide all of the functions of an in-house receptionist for a fraction of the overhead. Calls can be diverted permenantly or only when your own lines are engaged or go unanswered for more than three rings.