Customer Service Adviser (Insurance) in Colchester

Customer Service Adviser (Insurance) in Colchester

Colchester Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support clients, handle enquiries, and provide insurance quotations in a busy, customer-facing role.
  • Company: A well-established local insurance agency with a friendly, growing team.
  • Benefits: Full training, supportive environment, 25 days holiday, free parking, and a pension scheme.
  • Why this job: Join a dynamic team and make a real difference in customer service.
  • Qualifications: Experience in motor and home insurance preferred; confident communication skills essential.
  • Other info: Great opportunity for career growth and development in the insurance industry.

The predicted salary is between 30000 - 42000 £ per year.

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.

Responsibilities

  • 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

Qualifications

  • 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: Prospections (International) Limited

Join a well-established local Insurance agency that prides itself on fostering a supportive and friendly work environment. As a Customer Service Adviser, you'll benefit from comprehensive training and development opportunities, including support for CII qualifications, while enjoying a generous holiday allowance and a company pension scheme. This role not only offers the chance to engage with clients in a meaningful way but also encourages personal growth within a dynamic team dedicated to delivering exceptional service.
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Contact Detail:

Prospections (International) Limited 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 us tailor our answers and show that we’re genuinely interested in being part of their team.

✨Tip Number 2

Practice makes perfect! Role-play common interview questions with a friend or in front of a mirror. This will boost our confidence and help us articulate our experience in customer service effectively.

✨Tip Number 3

Don’t forget to prepare some questions for them! Asking about their team culture or training opportunities shows that we’re keen to engage and grow within the company.

✨Tip Number 4

Follow up after the interview! A quick thank-you email can set us apart from other candidates and reinforce our enthusiasm for the role. Plus, it’s a great way to keep the conversation going!

We think you need these skills to ace Customer Service Adviser (Insurance) in Colchester

Customer Service Skills
Communication Skills
Insurance Knowledge (Motor and Home)
Sales Skills
CRM Proficiency (Microsoft Dynamics)
Organisational Skills
Time Management
Problem-Solving Skills
Attention to Detail
Adaptability
Teamwork
Proactive Approach
Technical Aptitude

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 the role, so don’t be shy about showcasing relevant achievements!

Craft a Friendly Cover Letter: Your cover letter is your chance to show off your personality! Keep it friendly and professional, and explain why you’re excited about joining our team at the insurance agency.

Showcase Your Communication Skills: Since this role involves a lot of customer interaction, we’d love to see examples of your communication skills. Whether it’s through previous jobs or volunteer work, let us know how you’ve provided excellent service!

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 don’t miss out on any important updates from our team!

How to prepare for a job interview at Prospections (International) Limited

✨Know Your Insurance Stuff

Brush up on your knowledge of motor and home insurance. Be ready to discuss common policies, terms, and any recent changes in the industry. This will show that you're not just a friendly face but also someone who knows their stuff!

✨Practice Your Communication Skills

Since this role is all about customer interaction, practice how you communicate. Role-play with a friend or family member, focusing on being clear, friendly, and professional. Remember, a genuine 'can-do' attitude goes a long way!

✨Familiarise Yourself with CRM Systems

Get comfortable with Microsoft Dynamics or similar CRM systems. If you can, watch some tutorials online to understand how they work. Being tech-savvy will impress the interviewers and show that you're ready to hit the ground running.

✨Prepare for Cross-Selling Questions

Think about how you would identify opportunities to cross-sell products. Prepare examples from past experiences where you've successfully upsold or provided additional value to customers. This will demonstrate your proactive approach and sales potential.

Customer Service Adviser (Insurance) in Colchester
Prospections (International) Limited
Location: Colchester

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