Customer Service & Onboarding Agent

Harrison Holgate; Remote; GBP 30,000; Full time

Job summary

A well-established online insurance provider in the UK is seeking a Remote Customer Service & Onboarding Agent to join their growing team. This role emphasizes delivering outstanding support and guiding customers through their insurance journey. Candidates should have customer service experience, native-level English fluency, and the ability to work independently in a fully remote environment. The position offers a salary up to £30,000 depending on experience, along with the flexibility of remote work.

Qualifications

• Native-level English fluency with a warm, professional phone manner.
• Previous experience in customer service or a client-facing role.
• Comfortable using CRM or web-based systems.

Responsibilities

• Handle inbound customer enquiries and provide clear guidance.
• Support new customers during onboarding with a service-led approach.
• Build and maintain relationships with introducer partners.

Skills

Customer service skills

Organisational abilities

Consultative sales skills

Job description

My client is seeking a friendly, customer-focused Remote Customer Service & Onboarding Agent to join their growing team. The company is a well-established online provider of specialist insurance for small businesses and self-employed professionals, and this position offers the flexibility of being fully remote.

While some light sales and consultative skills will be useful when supporting new customers through the onboarding process, this is primarily a customer service role. The main focus is on delivering outstanding support, handling enquiries, and guiding customers through their insurance journey with clarity and care.

Salary: up to £30,000 (depending on experience)
Location: Fully remote (UK)

Key Responsibilities

• Handle inbound customer enquiries and provide clear, helpful guidance on insurance options.
• Support new customers during onboarding, using a consultative, service‑led approach.
• Follow up with warm leads who have requested information but may need further assistance before completing their application.
• Build and maintain positive relationships with introducer partners (e.g., training schools, professional bodies) and support their onboarding needs.
• Assist existing customers with renewals, cover adjustments, documentation requests, and general support queries.
• Collaborate with internal teams to ensure a smooth, consistent, and compliant customer experience.
• Maintain service standards in line with FCA regulations and company expectations.

Requirements

• Native‑level English fluency with a warm, professional phone manner.
• Previous experience in customer service, insurance support, or a similar client‑facing role. Experience with commercial or professional insurance is a bonus but not essential.
• Confidence using light consultative sales skills when helping new customers understand their cover options.
• Strong organisational abilities and confidence working independently in a 100% remote environment.
• Comfortable using CRM or web‑based systems (training provided).
• Awareness of FCA compliance standards (training provided).