Customer Service Adviser (Insurance)

Employment Specialists Ltd; Essex; On-site; GBP 20,000 - 25,000; Full time

Job summary

A local insurance agency is seeking a Customer Service Adviser to enhance their team in Essex. This role requires excellent customer interaction, particularly providing motor and home insurance quotes, processing policy changes, and improving client retention. Candidates should have at least 5 GCSEs including Maths and English, and prior experience in insurance roles is preferred. The agency offers full training, a supportive work environment, and generous holiday allowances.

Benefits

Full training and development

Support with CII qualifications

25 days holiday + bank holidays

Free parking

Company pension scheme

Qualifications

• Experience in motor and home insurance is required.
• Confident communication skills across multiple channels.
• Minimum 5 GCSEs including Maths and English.

Responsibilities

• Handle incoming calls and emails to provide excellent customer experience.
• Provide motor and home insurance quotations and convert quotes into new business.
• Keep customer records up to date on the CRM system.

Skills

Experience in motor and home insurance

Confident communication skills

Organised and reliable

Education

Minimum 5 GCSEs including Maths and English

Tools

Microsoft Dynamics

Job description

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
• Providingින් 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