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Customer service advisor

IPS
Customer service advisor
Posted: 7 August
Offer description

Wea re currently recruiting for a Customer Service advisor within a business insurance and employment status specialists dedicated to the self-employed. We are currently representing a client who can provide business insurance and compliance advice to UK limited companies and sole traders.Our client is based in our purpose-built office in rural Leicestershire with countryside views, you will be part of a growing, sociable team with plenty of events and celebrations. We are currently operating a flexible working policy which enables you to work from home two days a week and we have the opportunity to get involved in local environmental projects, volunteering days, and other optional activities.As a Customer Service Advisor, you will be first port of call for new and existing customers enquiries into the business. Your primary responsibility will be to process insurance and consultancy service applications for both new business and renewals, whilst upholding a high degree of product knowledge and industry awareness. Your day will be a combination of telephone, online chat, and admin responsibilities.

Extensive training for this role will be provided.

Key Responsibilities:

1. Contacting existing customers regarding renewal applications.
2. Assist new and existing customers with queries via phone, email and online chat.
3. Providing product information to new and existing customers.
4. Assisting customers with administrative changes such as cancellations and updating contact details.
5. Up-sell and cross-sell additional products.
6. Liaise with underwriters regarding new insurance proposals.

The candidate will be in the office full time until training has completed.

7. Adhere to compliance requirements.
8. To maintain a high degree of product knowledge.
9. No cold calling involved.

Objectives:
The core objective of this role is to process the sale of insurance policies and other services to our clients.
To be considered a success the individual:

10. Must be able to effectively communicate details of policies to ensure the customer has a full understanding of the products they are purchasing.
11. Working with the Sales Team to ensure all renewal contact is made and achieve targeted renewal retention rates.
12. Must achieve the necessary Quality Assurance standards which is assessed against your accuracy and quality of work.
13. Must achieve a high degree of performance across all areas of their role, Achieving agreed benchmarks in the form of Key Performance Indicators.
14. Must achieve the necessary performance targets which are set in relation to upselling of policies and additional products.

Skills and Experience Specification:
Essential:

15. Experience in delivering amazing customer service.
16. Experience with using CRM or equivalent systems.
17. Experience in talking to people over the phone.
18. Have strong active listening skills.
19. Ability to use initiative to help our customers.
20. Enjoy working in a fast-paced team.
21. Are motivated to achieve positive results and reach targets.
22. Basic knowledge of Microsoft packages
If you would like to hear more about this role please call Kieran on or submit a CV to

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