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 youll support existing clients, handle enquiries, provide quotations and help identify opportunities to cross:sell where appropriate.
What youll 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 were 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