Customer Service Advisor - Insurance

Job Title: Customer Service Advisor

Location: Barnstaple

Salary Circa: £20,000-£22,000 with  potential to increase  following training programme

Industry : Insurance - No insurance experience needed

Purpose

• The role will require someone who has good judgement, is analytical, pays great attention to detail, is flexible, self-motivated, driven & who delivers excellent Customer Service.
• You will complete our clients' licenses to sell/advise insurance - minimum 3 months to level 2 (22-24k) then minimum another 3 months to level 3 (24.5k-28k).
•  In the office 5 days per week 

Key Responsibilities

• Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
• Deliver excellent Customer Service whilst meeting customer requirements for Existing Business and Renewals.
• Understand the processes and procedures required to provide quotations & put forward suitable products to meet the client's demands and needs.
• Maintain thorough and accurate records of all customer interactions.
• Identify complaints and refer to the necessary complaint handler.
• Dealing with queries by email, telephone and in person ensuring that all SLAs are adhered to.
• Ensure that telephone calls are answered & dealt with promptly & efficiently.

Skills and Competencies

• The skills to prioritise and organise workload and working to deadlines.
• Ability to work as part of a team and form strong relationships with colleagues.
• Positive can-do attitude.
• Excellent communication skills and strong team ethic.
• Manage time effectively; ability to work under pressure.
• Good personal organisation skills.in and people skills
• Good timekeeping and presentation of self and work.

Essentials

• Financial services experience or a graduate.

If you have the relevant experience or know someone that does please contact us now on or email us at