At a Glance
- Tasks: Be the first point of contact for customers, providing support and advice on insurance and financial products.
- Company: Respected financial services and insurance business in the Scottish Borders.
- Benefits: Competitive salary, 25 days holiday, birthday off, pension, and health cash plan.
- Other info: Supportive environment with ongoing development opportunities.
- Why this job: Join a friendly team and make a real difference in customer service.
- Qualifications: Organised, enthusiastic, and strong communication skills; training provided.
The predicted salary is between 25000 - 32000 € per year.
An established and highly respected financial services and insurance business in the Scottish Borders is looking to appoint a Customer Service Adviser to join its growing team. This is an excellent opportunity for a customer-focused and organised individual to join a professional and friendly office environment, where you will play a key role in delivering outstanding service to clients while supporting day-to-day operations.
The Role
As a Customer Service Adviser, you will be the first point of contact for customers, providing support and advice across a range of insurance and financial service products. You will handle enquiries, process policy changes, assist with renewals, and help identify opportunities to strengthen existing client relationships through excellent service and attention to detail. You will also support colleagues with administration, policy processing, and managing client records, ensuring all work is carried out accurately and in line with compliance standards.
Key responsibilities include:
- Handling customer enquiries by phone, email, and face to face
- Processing policy amendments and supporting renewal retention activity
- Assisting with administration and processing of general insurance policies
- Maintaining accurate client records and documentation
- Producing correspondence to agreed timescales and quality standards
- Identifying cross-selling opportunities where appropriate
- Spotting opportunities to introduce clients to financial advice services
- Working within FCA and internal compliance frameworks
- Supporting the wider team with day-to-day operational duties
About You
The successful candidate will be organised, enthusiastic, and confident in dealing with customers in a professional manner. You will enjoy working as part of a busy team, be comfortable managing multiple priorities, and have a proactive approach to learning and development. Previous experience within insurance or financial services would be beneficial, but is not essential. Full training will be provided for the right person.
The ideal candidate will have:
- A self-motivated and customer-focused approach
- Strong communication skills, both written and verbal
- Excellent organisational and time management skills
- The ability to prioritise workloads effectively
- A positive, flexible, and adaptable attitude
- Strong problem-solving skills and the ability to use initiative
- Good IT skills, ideally including CRM systems
- A willingness to learn and develop
- National 5 qualifications including Maths and English, or equivalent
- A valid UK driving licence
Whats on Offer
- Competitive salary, depending on experience
- 25 days holiday plus bank holidays
- Additional day off for your birthday
- Additional holiday entitlement linked to length of service
- Buy/sell holiday scheme
- Pension contribution
- Life insurance and health cash plan
- Supportive and friendly working environment
- Comprehensive training and ongoing development opportunities
This is a fantastic opportunity to join a well-established local business that values honesty, integrity, trust, and exceptional customer service. To apply, please submit your CV for consideration.
Locations
Customer Service Advisor in Melrose, Scotland employer: Eazzi Recruitment Ltd
Join a well-respected financial services and insurance business in the Scottish Borders, where you will thrive in a supportive and friendly office environment. With a strong focus on employee growth, comprehensive training, and a commitment to exceptional customer service, this role as a Customer Service Adviser offers not only competitive salary and benefits but also a chance to be part of a team that values integrity and trust. Enjoy additional perks like extra holiday for your birthday and a buy/sell holiday scheme, making it an attractive place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Advisor in Melrose, Scotland
✨Tip Number 1
Get to know the company! Research their values and services so you can tailor your approach during interviews. This shows you're genuinely interested and helps you connect with the team.
✨Tip Number 2
Practice your communication skills! As a Customer Service Adviser, you'll need to be clear and confident. Role-play common customer scenarios with a friend to boost your confidence.
✨Tip Number 3
Network like a pro! Reach out to current employees on LinkedIn or attend local events. Building connections can give you insider info and might even lead to a referral!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're keen on joining our fantastic team in the Scottish Borders.
We think you need these skills to ace Customer Service Advisor in Melrose, Scotland
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Customer Service Adviser role. Highlight any customer service experience and relevant skills, like communication and organisation, to show us you're the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about customer service and how you can contribute to our team. Keep it friendly and professional, just like the environment we foster.
Showcase Your Skills:Don’t forget to mention your IT skills and any experience with CRM systems. We love candidates who are tech-savvy and can handle multiple priorities, so make sure to highlight these in your application!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Eazzi Recruitment Ltd
✨Know Your Stuff
Before the interview, make sure you understand the company and its services. Familiarise yourself with the types of insurance and financial products they offer. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've provided excellent customer service. Think about specific situations where you resolved issues or went above and beyond for a customer. This will demonstrate your ability to handle enquiries effectively.
✨Practice Your Communication
Since strong communication skills are key for this role, practice articulating your thoughts clearly. You might want to do mock interviews with a friend or family member. Focus on being concise and professional, especially when discussing your experiences.
✨Ask Thoughtful Questions
At the end of the interview, have a few questions ready to ask the interviewer. This shows your interest in the role and helps you gauge if the company is the right fit for you. Consider asking about team dynamics or opportunities for growth within the company.
