Customer Service Adviser; Insurance

Search For Job Vacancies... Insurance, Financial and Legal

A well‑established local Insurance agency is looking for a Customer Service Adviser to join their friendly, growing team. This is a busy, customer‑facing role where you'll support existing clients, handle enquiries, provide quotations and help identify opportunities to cross‑sell where appropriate.

• Handling incoming calls and emails and providing a great customer experience
• Providing motor and home insurance quotations and converting quotes into new business
• Processing policy changes, updates and general insurance transactions
• Supporting renewals and helping retain existing customers
• Spotting opportunities to cross‑sell additional products and introduce customers to a Financial Adviser when relevant
• Keeping customer records up to date on the CRM system (Microsoft Dynamics)
• Supporting proactive outbound activity to generate new opportunities

• Experience in motor and home insurance (commercial exposure is a bonus, but not essential)
• Confident, friendly maşm?;
• A aerosol "can‑do" attitude and pride in delivering excellent service
• Organised, reliable and able to manage your own workload and հասարակ deadlines
• Comfortable using IT systems/CRM and happy learning new products and processes
• Minimum 5 GCSEs (or equivalent), including Maths and English
• Full training and development (technical + sales skills)
• Support with CII qualifications
• Supportive, friendly team environment
• 25 days holiday + bank holidays
• Free parking
• Company pension scheme

Fill in the form and attach your CV below

• Name *
• Email *
• Telephone Number
• Attach your CV
  * Accepted file types: pdf, doc, docx, rtf, txt, zip, Max. file size: 5 MB.

In order for us to help you find that perfect job, please send us your CV.