Customer Service Advisor

88-89 High Street
Winchester
Hampshire
SO23 9AP

Mon - Fri: 08:40-17:00
Sat: 09:00-12:00
Sun:
Closed

Role: Insurance Broker – Customer Advisor Role - Personal Lines Insurance (Car, Van, Home, Travel)

Location: Winchester

Reports To: The Management Team

Salary: up to £28k plus bonuses

Work Hours: Monday to Friday, 08:40 to 17:00;
Saturdays 9:00 to 12:00 on rota

Job Summary: Working in a busy team mainly on the telephone, dealing with volume sales of car and van insurance and other products including home and travel insurance. Provide a can‑do attitude and aim to impress and please clients in a fast‑paced environment.

• Good standard of education
• Good proven sales skills
• Good oral and written communication skills.
• Patience, politeness and professionalism in a busy environment.
• Ability to multi‑task and prioritise.
• Ability to communicate with clients and colleagues at all levels.
• Liaise effectively with internal departments and external insurers.
• Confidence to handle difficult situations and seek guidance when appropriate.
• Good team‑working skills and ability to work with minimal supervision.
• Desire to gain full understanding of products and processes and complete CPD.
• Computer skills – Word & Excel.
• Understanding of the Data Protection Act.
• Empathy and a caring attitude.

• Selling, advising and arranging personal lines insurance.
• Demonstrating a positive, enthusiastic attitude towards clients and being a team player.
• Understanding clients' needs and working to impress them with knowledge and helpful attitude.
• Providing client service in line with company policies and internal compliance.
• Managing a portfolio of over 30 insurers.
• Acting as a point of contact for clients' needs and driving successful outcomes.
• Maintaining personal smartness and presentation.
• Actively following company policies and complying with Data Protection.
• Contacting clients for required information, payment and supporting documents.
• Completing accurate records, diaries and notes for future reference.
• Attending staff meetings and training as required.
• Following instructions from managers and attending to required jobs.

• Previous experience in the Car Insurance sector.
• Experience in Banking or Retail.
• Understanding of cars.
• Call centre experience.
• Problem‑solving ability.
• Good understanding of maths and percentages.

How to Apply: Send an email to  clearly stating the role you are applying for, attaching your current CV and any other relevant information.

Note:

This role is closed.

Contact Information
City Insurance Group
88-89 High Street
Winchester, Hampshire SO23 9AP

Tel:
E‑Mail:

City Insurance Group is a trading style of City Broking Ltd, authorised and regulated by the Financial Conduct Authority (No 520574).