Customer Service / Sales Advisor

Confidential; Ipswich; On-site; GBP 20,000 - 30,000; Full time

Job summary

Confidential is seeking an Assistant Sales / Customer Advisor to engage personal lines customers across NI/GB, promoting non-standard home and car insurance products. You will handle queries, advise on suitable products, and support policy changes, renewals, and cross-selling to meet targets.

The role emphasizes high standards of customer care, regulatory compliance, and professional image within a busy sales environment.

Qualifications

• Provide expert and prompt advice on insurance needs, including adjustments and renewals.
• Explain product differences and tailor recommendations to customer needs.
• Promote and sell non-standard home and car insurance products.

Responsibilities

• Achieve personal monthly targets while maintaining FCA standards.
• Present a professional image and uphold company values.
• Provide quotations and arrange new business via computerised rating guides.
• Maximise sales opportunities through cross-selling and prompt follow-up on potential customers.
• Handle policy changes, renewals, and queries promptly and accurately.
• Resolve customer complaints calmly and efficiently according to procedures.

Skills

Outbound calling

Cross-selling

Customer service

Insurance product knowledge

Job description

Assistant Sales / Customer Advisor (Insurance)

What you'll be doing

Using leads provided, you will engage with personal lines customers throughout NI / GB in order to promote and sell our non-standard home & car insurance product as well as assisting / supporting customers with any related queries and re any changes / amendments required in relation to their policy

Role Purpose

Using the leads generated, to outbound call clients, selling and cross selling the non- standard home & car product and any other relevant personal lines insurance products within company set sales targets (individual and overall branch/company target)

To provide the highest standards of customer care, service, and client retention.

To give advice to customers, explain why a particular product or provider would best meet the demands and needs of the customer, and give recommendations tailored to the customer's requirements.

To always ensure best practice in line current legal and regulatory requirements

Your responsibilities

Achieving personal monthly targets whilst maintaining the correct standards of work and quality and as required by the Financial Conduct Authority (our regulator).

Be a role model for the Company, by always presenting a professional image.

Adhering to regulations and requirements of the Financial Conduct Authority (our regulator).

Providing expert and prompt advice to new and existing customers regarding their insurance needs, e.g., handling adjustments, renewals and any other queries which may arise.

Providing quotations and arranging new business via computerised rating guides.

Maximising all sales opportunities to include cross selling and dealing with prospects efficiently and effectively.

Identifying and following up on potential customers quickly and professionally.

Effectively and efficiently handle policy adjustments, renewals and any other queries which may arise.

Handling customer complaints in accordance with company procedures, calmly and with empathy.

Achieving personal monthly targets whilst maintaining acceptable standards of work and quality.

Dealing with all business clients in a professional manner.

Maintain effective communication with all contacts, including insurance companies.

Being a corporate ambassador by always presenting a professional image

General Duties

Complying with all relevant company policies and procedures, including health and safety procedures.

Carrying out any other roles /functions as necessary by the Manager to support the effective operation of the branch.

Your role at a glance

It is very customer focused sales role with the provision of exceptional customer service at the heart of everything you do and you will be working towards individual, and company set monthly targets.

There are no budgetary or staffing responsibilities.