At a Glance
- Tasks: Provide top-notch customer service and support clients with insurance queries.
- Company: A friendly, local insurance agency with a growing team.
- Benefits: Full training, 25 days holiday, free parking, and a supportive environment.
- Why this job: Join a dynamic team and make a real difference in customers' lives.
- Qualifications: Experience in insurance and excellent communication skills required.
- Other info: Opportunity for professional growth and CII qualification support.
A well-established local Insurance agency is looking for a Customer Service Adviser to join their friendly, growing team. This is a busy, customer-facing role where you'll support existing clients, handle enquiries, provide quotations and help identify opportunities to cross-sell where appropriate.
What you’ll be doing:
- Handling incoming calls and emails and providing a great customer experience
- Providing motor and home insurance quotations and converting quotes into new business
- Processing policy changes, updates and general insurance transactions
- Supporting renewals and helping retain existing customers
- Spotting opportunities to cross-sell additional products and introduce customers to a Financial Adviser when relevant
- Keeping customer records up to date on the CRM system (Microsoft Dynamics)
- Supporting proactive outbound activity to generate new opportunities
What we’re looking for:
- Experience in motor and home insurance (commercial exposure is a bonus, but not essential)
- Confident, friendly communication skills (phone, email and face-to-face)
- A genuine "can-do" attitude and pride in delivering excellent service
- Organised, reliable, and able to manage your own workload and deadlines
- Comfortable using IT systems/CRM and happy learning new products and processes
- Minimum 5 GCSEs (or equivalent), including Maths and English
Benefits:
- Full training and development (technical + sales skills)
- Support with CII qualifications
- Supportive, friendly team environment
- 25 days holiday + bank holidays
- Free parking
- Company pension scheme
Customer Service Adviser (Insurance) in Colchester employer: Employment Specialists Ltd
Contact Detail:
Employment Specialists Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Adviser (Insurance) in Colchester
✨Tip Number 1
Get to know the company before your interview! Research their values, mission, and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their friendly team.
✨Tip Number 2
Practice your communication skills! Since this role is all about providing a great customer experience, try role-playing common customer scenarios with a friend. This will boost your confidence and help you shine during the interview.
✨Tip Number 3
Be ready to showcase your 'can-do' attitude! Think of examples from your past experiences where you went above and beyond for a customer. This will demonstrate your commitment to delivering excellent service, which is key for this role.
✨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 position. Plus, it’s a great way to reiterate your interest in joining their supportive team.
We think you need these skills to ace Customer Service Adviser (Insurance) in Colchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in motor and home insurance. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your relevant experience!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in the role and how your 'can-do' attitude aligns with our friendly team culture. Let us know why you’d be a great fit!
Show Off Your Communication Skills: Since this role involves a lot of customer interaction, make sure your application reflects your confident and friendly communication style. Whether it's through your writing or examples of past experiences, we want to see that you can connect with customers!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Employment Specialists Ltd
✨Know Your Insurance Basics
Make sure you brush up on your knowledge of motor and home insurance. Understand common terms, policies, and the types of coverage available. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since this role is all about interacting with clients, practice your communication skills. Think about how you would handle different customer scenarios, both over the phone and via email. Be friendly and approachable, as this will reflect the agency's values.
✨Demonstrate a Can-Do Attitude
Employers love candidates who show enthusiasm and a positive attitude. Prepare examples from your past experiences where you went above and beyond to help a customer or solve a problem. This will highlight your commitment to excellent service.
✨Familiarise Yourself with CRM Systems
Since you'll be using Microsoft Dynamics, it’s a good idea to get familiar with CRM systems in general. If you have experience with any similar software, be ready to discuss it. If not, consider watching some tutorials to understand how they work.