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: Enjoy a supportive environment with excellent career development opportunities.
- Why this job: Join a friendly team and make a real difference in customer service.
- Qualifications: Strong communication skills and a customer-focused approach; 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
What's 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.
Customer Service Advisor in Melrose employer: Eazzi Recruitment Ltd
Join a well-respected financial services and insurance business in the picturesque Scottish Borders, where you will thrive in a supportive and friendly office environment. With a commitment to employee growth, we offer comprehensive training, competitive salaries, and generous holiday entitlements, including an extra day off for your birthday. Our culture values honesty, integrity, and exceptional customer service, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Advisor in Melrose
✨Tip Number 1
Get to know the company before your interview! Research their values, services, and recent news. This will help you tailor your answers and show that you're genuinely interested in being a part of their team.
✨Tip Number 2
Practice your communication skills! As a Customer Service Adviser, you'll need to be clear and confident. Try role-playing common customer scenarios with a friend or family member to get comfortable with handling enquiries.
✨Tip Number 3
Be ready to showcase your problem-solving skills! Think of examples from your past experiences where you successfully resolved issues for customers. This will demonstrate your ability to handle challenges effectively.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Customer Service Advisor in Melrose
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 you have, even if it's not in insurance or financial services. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about customer service and how you can contribute to our friendly office environment. Keep it concise but engaging – we love a bit of personality!
Showcase Your Communication Skills:As a Customer Service Adviser, strong communication is key. Make sure your written application is clear, well-structured, and free from typos. This is your first impression, so let your writing reflect your professionalism and attention to detail!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team!
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 situations where you resolved issues or went above and beyond for a client. This will demonstrate your customer-focused approach, which is key for this role.
✨Practice Common Interview Questions
Anticipate questions related to handling customer enquiries, managing multiple priorities, and working within compliance frameworks. Practising your responses will help you articulate your thoughts clearly during the interview.
✨Ask Thoughtful Questions
At the end of the interview, have a few questions ready to ask the interviewer. Inquire about the team dynamics, training opportunities, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
