Customer Service Advisor in Dumfries, Dumfriesshire

Customer Service Advisor

?? Location: Dumfries
?? Full-Time | Permanent
?? Salary: Competitive, depending on experience

About the Role:

Our client is looking for a motivated and professional Customer Service Advisor to join their growing team. You\’ll play a key part in delivering outstanding customer service, supporting business growth, and helping customers with a range of insurance and financial service needs.

This is a varied and rewarding role, ideal for someone who enjoys problem-solving, building customer relationships, and working as part of a supportive and driven team.

What Youll Be Doing:

? Customer Support & Administration

• Respond to customer enquiries via phone, email, and in-person

• Process policy renewals, amendments, and claims within service standards

• Keep accurate records and documentation

• Support with general office administration and workflow

? Sales & Business Development

• Understand customer needs and provide suitable solutions

• Identify opportunities to cross-sell or introduce additional services

• Help retain existing clients and grow the business through excellent service

• Promote and support marketing initiatives and campaigns

? Claims & Policy Management

• Assist customers with claims within your authority

• Liaise with internal teams to ensure smooth processing of claims

• Monitor and prevent potential fraud or policy issues

? Financial Services Support

• Identify opportunities to refer customers to specialist advisers (e.g. life or risk management services)

• Support the generation of leads and introductions where appropriate

What Were Looking For:

?? Strong communication skills (both written and verbal)
?? Customer-focused mindset with a proactive attitude
?? Good attention to detail and organisational skills
?? Ability to work independently and as part of a team
?? Comfortable using Microsoft Office and internal systems
?? Sales or customer service experience (insurance background ideal but not essential)

What Youll Get:

? A supportive team environment
? Ongoing training and development
? Opportunities to grow your career
? The chance to make a real impact with a respected local business

This is an exciting opportunity to be part of a company that values integrity, service, and professional growth.