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Customer Service Adviser; Insurance

Job in Colchester, Essex County, CO1, England, UK
Listing for: Employment Specialists Ltd
Full Time position
Listed on 2026-01-13
Job specializations:
  • Customer Service/HelpDesk
    Bilingual, Customer Success Mgr./ CSM
  • Sales
    Bilingual, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Position: Customer Service Adviser (Insurance) (Permanent)
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.

What you'll be doing

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

What we're looking for

Experience in motor and home insurance (commercial exposure is a bonus, but not essential)
Confident, friendly communication skills (phone, email and face-to-face)
A genuine "can-do" attitude and pride in delivering excellent service
Organised, reliable and able to manage your own workload and deadlines
Comfortable using IT systems/CRM and happy learning new products and processes
Minimum 5 GCSEs (or equivalent), including Maths and English Benefits

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
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