Insurance Client Success Advisor

Ecclesiastical Insurance Group; Eastleigh; On-site; GBP 22,000 - 26,000; Full time

Benefits offered by this job

28 days annual leave plus bank hols

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Study and professional qualifications

Paid volunteering leave

Job summary

Business Choice Direct, part of Benefact Group, is seeking a Client Service Adviser to join our Eastleigh office. You will deliver exceptional service, advise clients, and drive retention while supporting income and performance targets.

The role emphasizes building relationships, cross-selling relevant products, and staying compliant in a regulated environment. 37.5 hours/week, permanent contract, starting salary £24,000 depending on experience.

Qualifications

• Strong customer service and communication skills, with the confidence to build rapport and deliver an excellent client experience across telephone and written channels.
• Organised, proactive, and detail-oriented, with the ability to manage workloads effectively and meet deadlines.
• Ability to work within a regulated, compliant, and customer-focused environment.
• IT literate with strong administrative and problem-solving skills.

Responsibilities

• Deliver exceptional customer service and expert policy support across phone, live chat, and policy lifecycle queries.
• Build strong client relationships by providing timely advice, policy updates, and tailored insurance solutions.
• Identify and maximise sales opportunities through lead generation, insurance reviews, and cross-selling relevant products.
• Ensure full compliance with company policies, regulatory requirements, and industry standards.
• Maintain technical knowledge and collaborate effectively with colleagues to support business objectives and customer outcomes.

Skills

Customer service

Communication

Relationship building

Regulatory awareness

IT literacy

Problem solving

Team player

CII certificate (or working towards)

Job description

Business Choice Direct, part of Benefact Group, is seeking a Client Service Adviser to join our Eastleigh office. You will deliver exceptional service, advise clients, and drive retention while supporting income and performance targets.

The role emphasizes building relationships, cross-selling relevant products, and staying compliant in a regulated environment. 37.5 hours/week, permanent contract, starting salary £24,000 depending on experience.