Finance Customer Service Advisor — Growth & Benefits

Red Recruitment; Almondsbury; On-site; GBP 25,000 - 30,000; Full time

Job summary

A specialist insurance business in Almondsbury is seeking a Customer Service Advisor to support customers with complex financial services products. The role involves resolving customer queries, improving relations, and achieving sales targets. Candidates should have strong communication skills and experience in customer service or sales. The position offers a salary of up to £30,000 per year, annual leave of 24 days, and various benefits including private medical insurance and a pension plan.

Benefits

24 days of annual leave

Wellbeing day

Bupa Private Medical Insurance

Income Protection

Death in Service

Employee Assistance Programme

Electric Vehicle Scheme

Training and personal development

Company pension plan

Support for personal volunteer activities (2 days per year)

Exclusive employee discounts

Qualifications

• Previous experience in customer service and/or sales would be advantageous.
• Ability to work calmly under pressure.
• Familiarity with customer relationship management (CRM) tools and principles.

Responsibilities

• Resolving customer queries to maximise satisfaction.
• Utilising retention tools to improve customer relations.
• Maintaining an accurate Customer Relationship Management (CRM) database.
• Identifying, advising, and selling products to existing clients.
• Achieving sales targets and key performance metrics.

Skills

Good communicator, both written and spoken

Excellent attention to detail

Great team player

Ability to work calmly under pressure

Previous experience in customer service or sales

Familiarity with CRM tools

Excellent time management

Interpersonal skills

Positive and professional attitude

Job description

A specialist insurance business in Almondsbury is seeking a Customer Service Advisor to support customers with complex financial services products. The role involves resolving customer queries, improving relations, and achieving sales targets. Candidates should have strong communication skills and experience in customer service or sales. The position offers a salary of up to £30,000 per year, annual leave of 24 days, and various benefits including private medical insurance and a pension plan.