Inbound Sales Advisor

Policy Expert; Motherwell; On-site; GBP 25,000 - 26,000; Full time

Benefits offered by this job

Hybrid after probation

Enhanced Holiday

Maternity & Paternity benefits

Life Assurance x4 salary

Prayer room

Buy and Sell Holiday

Social events

Job summary

Policy Expert in Motherwell is seeking a customer‑focused sales and service advisor to help customers purchase insurance policies and find the right cover. You will respond to enquiries, provide support across chat and calls, and identify opportunities to upsell while delivering excellent service.

This role operates in a high-energy environment with hybrid working after probation and a salary banding of £25,000‑£26,000, alongside the benefits package described by the company.

Qualifications

• Experience in customer service, sales, or account management.
• Flexible, can‑do attitude with adaptability to customer needs.
• Strong objection-handling and problem-solving skills.
• Empathy and enthusiasm with a positive, proactive mindset.

Responsibilities

• Handle inbound calls about quotes, renewals, and general policy queries; upsell where appropriate.
• Engage with customers via inbound and outbound calls to enhance satisfaction.
• Use a consultative approach to retain, gain or renew business.
• Manage diary efficiently and follow up with customers using effective channels.

Skills

Customer service

Sales

Communication

Problem solving

Team player

Job description

What’s In It For You

This role will be based in our Motherwell office. Hybrid available after successful probation pass.

Career Development and professional qualifications

Enhanced Holiday, Maternity and Paternity Packages

Social events throughout the year and vibrant workplace atmosphere

Employee Wellbeing Programme

Buy and Sell Holiday Scheme

Life Assurance x4 your salary

Prayer room in office

Financial Wellbeing Support through Bippit

Salary banding £25,000-£26,000

The Role

You’ll be a key player in helping our existing or new customers purchase their insurance policies – delivering excellent service, understanding their needs, and assisting with providing the right cover for our customers. Alongside identifying opportunities and driving sales, you’ll respond to customer enquiries, provide support through different chat and communication channels, and help customers find the right solutions. You’ll build a broad skill set that combines sales expertise with strong customer service, communication and problem‑solving skills.

You’ll work in a high-energy environment where every day brings new opportunities, challenges, and chances to shine.

What You’ll Be Doing:

Creating memorable experience

• Meeting the expectations of our customers.
• Handling a variety of inbound calls from customers relating to their insurance policies from quotes, renewing with us and general policy queries. Upselling additional products to our customers.
• Engage with customers via inbound and outbound calls to enhance satisfaction and positive outcomes
• Use a consultative approach to retain, gain or renew business

Sales & Performance

• Achieve performance targets through confident, customer-first conversations
• Bring confidence and resilience to every call
• supporting all customer queries through all communciation channels

Follow-Up & Communication

• Manage your own diary efficiently
• Follow up with customers using the most effective communication channels

Compliance & Accuracy

• Ensure all actions meet FCA regulations and internal standards
• Keep customer records precise and up to date

Continuous Learning

• Stay on top of product and industry updates
• Share ideas, knowledge, and feedback to help the team thrive

Team Support

• Support across all areas of customer communication, enhancing our collaborative culture

Key Attributes for Success:

• A great communicator with empathy and enthusiasm
• Experience in customer service, sales, or account management
• Flexible, can do attitude - confident to adapt to customer needs
• Strong objection-handling and problem-solving skills
• Driven by results and personal growth
• A positive team player who brings others along on the journey
• Ensuring accuracy and attention to detail
• Drive for productivity and performance goals.

Meet the Team

We’re a dynamic, supportive team that thrives on momentum, and friendly competition. We celebrate each other’s wins and rally around challenges together. There’s a real buzz in the room – and you’ll be right at the heart of it. See what our team have to say here.

We’re proud to be an inclusive employer, championing diversity and offering support at every stage.