Customer Insurance Specialist | S1 | Retail & Business Banking SVS

Customer Insurance Specialist | S1 | Retail & Business Banking - Glasgow SVS Country:
United Kingdom

IT STARTS HERE

Santander (  ) is evolving from a global, high-impact brand into a technology-driven organisation , and our people are at the heart of this journey.
Together , we are driving a customer-centric transformation that values bold thinking, innovation , and the courage to challenge what’s possible.

This is more than a strategic shift.
It’s a chance for driven professionals to grow, learn, and make a real difference .

Our mission is to contribute to help more people and businesses prosper . We embrace a strong risk culture and all our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

THE DIFFERENCE YOU MAKE

Insurance Direct is looking for a Customer Insurance Specialist to join our team based at our Glasgow Head Office. This is an exciting opportunity to join a centre of excellence within the bank, supporting customers with their Home and Life Insurance options.

As a Customer Insurance Specialist, you’ll focus on delivering excellent customer service while helping customer understand their insurance options in a non-advised environment. You’ll build strong relationships through quality conversations, putting Santander customers at the heart of everything you do, while identifying appropriate opportunities to protect what matters most to them.

You’ll work within a regulated framework, with full training provided , ensuring you feel confident in our products, processes, and regulatory requirements. Ongoing coaching support , and development will help you build and maintain your knowledge, grow your capability, and develop your career.

Working as part of a supportive and collaborative team, we’ll help you reach your full potential, broaden your skills, and deliver the high standard of service we’re proud of.

We’re shaping the way we work through innovation, cutting-edge technology, collaboration and the freedom to explore new ideas . To succeed in this role, you will be responsible for :

• Engaging customers in clear, balanced conversations to understand their insurance needs and present appropriate products and services in a non-advised environment

• Delivering an excellent customer experience through a combination of inbound calls and planned follow-up appointments

• Taking ownership of your personal development, building product knowledge and confidence within a regulatory framework

• Working within policies, guidelines, and regulatory requirements, always ensuring good customer outcomes

• Explaining complex information in a clear, simple, and customer-centric way, enabling customer to make informed decisions

WHAT YOU’LL BRING

Our people are our greatest strength. Every individual contributes unique perspectives that make us stronger as a team and as an organisation. We’re enabling teams to go beyond by valuing who they are and empowering what they bring.

The following requirements represent the knowledge, skills, and abilities essential for success in this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions .

Hard Skills

• Experience of working in a customer-focussed and customer-driven environment (Required)

• Good working knowledge of Microsoft applications (e.g. Excel, Outlook, Word, Teams) (Required)

• The right to work in the UK (Required)

• Previous experience within Insurance products and services (Preferred)

• Experience following verbatim scripts and the ability to take direction within a regulated environment (Preferred)

Soft Skills

• Strong active listening skills, with the ability to respond with empathy and understanding (Required)

• Clear and confident verbal communication skills (Required)

• Ability to adapt your communication style to meet the needs of different customers (Required)

• Experience supporting customers in vulnerable situations or the ability to recognise vulnerability and respond appropriately (Preferred)

WE VALUE YOUR IMPACT

At Santander, your contribution matters. We recognise the difference you make every day, and we make sure you feel valued, supported and rewarded in return.
Here,…