Customer Service Adviser; Insurance

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