Customer Sales & Service Operator
Location: West Sussex (Office-based)
Salary: £25,000 per annum, rising to £26,000 after successful probation
Hours: Full time, Monday–Friday (no weekends)
A well-established and highly respected UK financial services provider is seeking a Customer Sales & Service Operator to join their friendly and professional team based in a truly unique office setting in West Sussex.
This is an office-based role offering long-term stability, excellent benefits, and full training within a regulated environment that puts customer care at its heart.
The Role You will handle inbound and outbound customer enquiries, converting sales opportunities while ensuring all interactions are compliant, accurate, and delivered with care and sensitivity.
Key responsibilities include:
Handling customer sales enquiries via telephone, email, and written correspondence
Converting enquiries into policy sales in line with product terms and FCA requirements
Completing accurate and sensitive medical screening
Collecting premium payments accurately and in a timely manner
Making outbound calls as required
Using internal sales and customer systems confidently
Ensuring all communications are clear, accurate, and appropriate
Treating customers fairly and professionally at all times
Escalating issues and contributing to continuous service improvement
Building strong working relationships with internal teams
Adhering to all regulatory, insurer, and compliance guidelines About You You’ll be a confident communicator with a strong customer focus and the ability to work accurately in a busy, regulated environment.
You’ll ideally have:
GCSEs (or equivalent) including English and Maths
Experience in customer service, sales, insurance, or another regulated environment
(Travel insurance or medical screening experience is advantageous but not essential)
Excellent written and verbal communication skills
A calm, empathetic, and professional manner
Strong attention to detail and organisational skills
Ability to work under pressure during peak periods
Confidence using Microsoft Office and CRM systems
A flexible, enthusiastic, and approachable attitude Salary & Benefits
£25,000 salary, rising to £26,000 after successful probation
Contributory pension (2.5% employee / 7.5% employer) – from 3 months’ service
Private Medical Insurance – from 6 months’ service
20 days’ annual leave, increasing by one day per year up to 25 days
Statutory Bank Holidays in addition to annual leave
Your birthday off (extra day’s leave)
Hybrid working embraced (following initial office-based period)
No weekend working
Free on-site parking
Unique working environment within a historic estate
Death in Service benefit from day one
Income Protection (permanent health insurance)
Professional qualification study support
Discounted travel insurance #evergreen