Customer Service Advisor

Confidential; Taunton; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Fully funded CII qualifications

Earn while you learn

Clear career progression

Job summary

Confidential in Taunton is looking for a Customer Service & Sales Advisor to begin a career with funded qualifications and hands-on training. You will learn insurance basics while supporting clients, managing portfolios, and maintaining precise records.

No prior insurance experience is required; the company funds your CII qualifications and guides you toward a 360-degree understanding of personal, commercial, and claims insurance within a supportive, close-knit team.

Qualifications

• No prior insurance experience required; full training provided.
• Funding for CII qualifications through the company.
• GCSE Maths preferred to help with coursework.

Responsibilities

• Consult with clients to understand needs and match the right policy.
• Manage client portfolios and ensure digital records are accurate.
• Collaborate with the team to hit personal and group targets.
• Participate in interactive training and development sessions.

Skills

Natural communicator

Detail-oriented

Tech-savvy

Ambitious

Education

GCSE Maths preferred

Tools

Microsoft Office

Job description

Customer Service & Sales Advisor (Career Starter + Fully Funded Qualifications)

Full job description

Location: TAUNTON (Onsite)

Salary: £26,500 - £33,000 (Depending on experience)

Job Type: Full-Time, Permanent

Hours: Mon Fri (8:30 AM 5:00 PM) + I x Saturday per month

Insurance isn't just about spreadsheets; it s about protecting people, businesses, and futures. We are a small, high-energy, and supportive brokerage in Taunton looking for our next team member. No insurance experience needed we will fund your qualifications and train you from the ground up.

What s In It For You?

• Earn While You Learn: A competitive starting salary up to £33k as you progress.
• Fully Funded Qualifications: We will pay for and support you through your CII (Chartered Insurance Institute) qualifications a massive boost for your CV.
• Clear Career Pathway: Learn the ropes across personal, commercial, and claims insurance, giving you a 360-degree understanding of the business.
• Culture: Work within a close-knit, friendly team that actually celebrates your wins.

The Role (What you ll actually be doing):

• Consult with clients to understand their needs and match them with the perfect policy.
• Manage client portfolios, ensuring all digital records and documentation are spot-on.
• Collaborate with the team to smash team goals and personal milestone targets.
• Become an industry expert by participating in interactive training and development sessions.

Who You Are:

• A Natural Communicator: You love chatting with people, building rapport, and explaining things clearly.
• Ambitious & Eager: You want a career, not just a 9-to-5 job.
• Detail-Oriented: You take pride in your work and notice the little things.
• Tech-Savvy: Comfortable with standard tech (Microsoft Office) and ready to learn new platforms quickly.

Note: A good standard of education (like GCSE Maths) is preferred to help with the CII coursework.

Job Types: Full-time, Permanent