Customer Service Insurance Advisor Apply now
Customer Service Insurance Advisor

Customer Service Insurance Advisor

Godalming Full-Time 24000 - 36000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Engage with the community by offering various insurance and financial services.
  • Company: Join a multi-award-winning company known for exceptional customer service in the UK.
  • Benefits: Enjoy full training, supportive team environment, and a Monday-Friday schedule.
  • Why this job: Make a real impact in customers' lives while developing valuable skills in a friendly atmosphere.
  • Qualifications: No prior experience needed; FCA knowledge is a plus but not essential.
  • Other info: This role involves no cold calling and focuses on renewals and customer support.

The predicted salary is between 24000 - 36000 £ per year.

Our client, with an excellent reputation, providing some of the best Customer Services in the UK. Our client is also Multi-Award-Winning’- ‘Which Magazine Winners’ – 2024′ are Defaqto5* rated for this service nationally, every year. The successful applicant will speak to the local community by offering all types of Insurance/Financial Services including Home & Car Insurance Policies. (All with full training). FCA knowledge is preferable but not essential. This is a Customer Service postion dealing with renewal of Insurance Polices such as Home and Car with some outbound calls-(no cold calling) Cross-Selling and Up-Selling various products, you also will have support from our clients’ database, working within a team, concerning Renewals of Car Insurance & Home Insurance, Administration – Mid-Term Adjustment with knowledge of Pensions and Investments would be a nice advantage. Our client is established in the local area for many years. You will also be involved in day-to-day administrative duties & speak with Customers, to offer our Client’s wide range of Financial Products. You will have a positive & friendly telephone manner in order to carry out any sales tasks and be very customer focused with an excellent telephone manner. This is a Monday-Friday position, hours 8:30am -5pm (This is not a call centre environment). The successful applicant will be trained and fully supported from the fi…

Customer Service Insurance Advisor employer: Operations Resources

Our client is an exceptional employer, renowned for its award-winning customer service and commitment to employee development. With a supportive work culture that emphasizes teamwork and community engagement, employees benefit from comprehensive training and opportunities for growth within the insurance and financial services sector. Located in a well-established area, this role offers a fulfilling career path with a focus on meaningful customer interactions, all within a friendly and non-call center environment.
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Contact Detail:

Operations Resources Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Service Insurance Advisor

✨Tip Number 1

Familiarize yourself with the insurance products offered by our client. Understanding the specifics of home and car insurance policies will help you engage more effectively with customers and demonstrate your knowledge during the interview.

✨Tip Number 2

Practice your telephone communication skills. Since this role requires a positive and friendly telephone manner, consider role-playing scenarios with friends or family to build your confidence in handling customer inquiries.

✨Tip Number 3

Research FCA regulations and the basics of financial services. While prior knowledge isn't essential, showing that you have taken the initiative to learn about the industry can set you apart from other candidates.

✨Tip Number 4

Highlight your teamwork skills. Since you'll be working within a team, think of examples from your past experiences where you successfully collaborated with others to achieve a common goal, and be ready to share these during your conversation.

We think you need these skills to ace Customer Service Insurance Advisor

Customer Service Skills
Excellent Communication Skills
Positive Telephone Manner
Cross-Selling and Up-Selling Techniques
Attention to Detail
Teamwork
Administrative Skills
Knowledge of Insurance Products
FCA Knowledge (preferable)
Problem-Solving Skills
Time Management
Adaptability
Empathy
Sales Skills

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities, such as customer service, insurance policy renewals, and cross-selling. Tailor your application to highlight relevant experiences.

Highlight Customer Service Skills: Emphasize your customer service experience in your CV and cover letter. Provide specific examples of how you've successfully handled customer inquiries or resolved issues in the past.

Showcase Communication Skills: Since this role requires a positive and friendly telephone manner, mention any relevant experience that demonstrates your strong communication skills. Consider including examples of successful interactions with customers.

Express Willingness to Learn: Mention your eagerness to learn about insurance products and financial services. If you have any knowledge of FCA regulations or related areas, be sure to include that as well, even if it's not essential.

How to prepare for a job interview at Operations Resources

✨Show Your Customer Service Skills

Since this role is heavily focused on customer service, be prepared to share specific examples of how you've successfully handled customer inquiries or resolved issues in the past. Highlight your friendly and positive telephone manner.

✨Understand the Products

Familiarize yourself with the types of insurance products you'll be discussing, such as home and car insurance. Even if you don't have extensive FCA knowledge, showing that you understand the basics will impress the interviewer.

✨Demonstrate Teamwork

This position involves working within a team, so be ready to discuss your experience collaborating with others. Share examples of how you've contributed to a team environment and supported your colleagues.

✨Prepare for Administrative Questions

Since the role includes administrative duties, think about your organizational skills and attention to detail. Be prepared to discuss how you manage tasks and ensure accuracy in your work.

Customer Service Insurance Advisor
Operations Resources Apply now
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