Sales & Customer Service Representative

Acorn Insurance Ltd; England; On-site; GBP 25,000 - 28,000; Full time

Job summary

A leading insurance provider in Formby seeks a Sales & Customer Service Representative. In this permanent full-time position, you will handle inbound sales and client retention while delivering excellent customer service. Ideal candidates have a positive attitude, strong communication skills, and experience in the insurance industry. This role offers a competitive salary alongside benefits including flexible working options and mental health support, as well as significant career growth opportunities.

Benefits

35 days' holiday

24/7 mental health support

Flexible benefits

Hybrid working options

Recognition awards and social events

Qualifications

• Strong communication abilities and a positive attitude.
• Proven experience in a sales or customer service role.
• Capability to adhere to FCA guidelines and handle sensitive information.

Responsibilities

• Quoting and closing new or renewal business enquiries.
• Building and maintaining long-standing client relationships.
• Support customers with existing policy amendments.

Skills

Positive 'can do' attitude

Excellent verbal and written communication skills

Great listening skills

High level of accuracy and attention to detail

Good problem solver

Ability to work in a fast paced environment

Ability to multi-task and manage time effectively

Excellent customer service skills

Previous Insurance or Financial Services Industry Experience

Job description

Job Title: Sales & Customer Service Representative

Location: Formby

Salary: 25,877 - 27,515 Plus up to 2,000 performance related bonus per annum, once established within your role

Job Type: Permanent, Full Time

Working hours: 37.5 hours a week between 9:00am and 17:30pm Monday to Friday including 1 in 3 Saturdays 09:00am - 12:30pm

About the role

The Insurance Sales Agent role is a fast-paced, customer focused sales position, working in a friendly, target-driven inbound sales environment where teamwork and positivity are part of the company culture.

The Insurance Sales Agent position will demand the very best of your sales and customer services skills as you deal with new and existing customers.

What you will be doing

• Quoting and closing new or renewal business enquires
• Building and maintaining long-standing client relationships
• Amending customer policies, payments and schedules
• Retaining existing clients at renewal
• Supporting customers with existing policy amendments
• Working towards individual and team targets
• Providing excellent rapport building skills.
• Handling sensitive information and following data protection principles
• Adhering to strict FCA guidelines
• Providing a professional service and promoting our brand in a positive manner

We are looking for colleagues who are

As well as a passion for the job, below are the skills we are looking for to be successful in the role:

• A positive "can do" attitude
• Excellent verbal and written communication skills
• Great listening skills
• High level of accuracy and attention to detail
• Good problem solver
• Ability to work in a fast paced environment
• Ability to multi-task and manage time effectively
• Be able to demonstrate patience and empathy
• Excellent customer service skills, incorporating a confident and polite telephone manner
• Previous Insurance or Financial Services Industry Experience

Grow with Acorn

At Acorn Insurance, we're proud of our Liverpool roots - and even prouder of how far we've come. As part of the Acorn Group, we bring over 40 years of specialist insurance expertise to the table. From humble beginnings, we've grown into a national leader, now employing 1,700+ people across the UK and reached a milestone 750 million in total value of insurance policies written in 2024.

We're growing fast, with new opportunities emerging every week. That growth is largely due to the values we share:

• We run through walls for our customers and each other
• We challenge the status quo
• We succeed when we help those around us succeed
• We decide quickly when the smart thing to do is use our judgement

Benefits

• 35 days' holiday (including bank holidays) with additional buy/sell options
• 24/7 mental health support & free counselling available
• Grow with us: Through career fairs, leadership programs, and learning on the go!
• Flexible benefits, including early access to salary via our internal platform
• Hybrid working options to support work-life balance and individual needs
• Recognition awards, social events & more

Our Commitment to our colleague's

These aren't just words - they're the principles we live by. And we're proud to back them up with real action, earning recognition and accreditation from leading organisations that share our commitment to people and growth:

• Mindful Employer - championing mental health and wellbeing
• Disability Confident Level 1 & 2 - creating accessible, inclusive opportunities
• Menopause Friendly accredited - supporting every stage of life
• Armed Forces Covenant signatory - honouring those who serve
• Great Places to Work 2024/25 - fostering an engaging and positive workplace culture
• Best Place to Work for Development - proud to be investing in people's future
• Best Place to Work for Women - breaking down barriers to women's career progression

If you're looking for a company with a strong culture, real career progression, and a people-first approach - all rooted in the heart of Liverpool - Grow with Acorn.

A Few Things to Know Before You Apply

Checks & Clearances

All roles at Acorn are subject to DBS and financial checks. Any offer we make will be conditional until these are completed to a satisfactory standard.

Visa Requirements

Because our training is quite comprehensive, we can only consider applicants who have at least one year remaining on their Graduate or Post-Study Work visa. At the moment, we're not able to offer visa sponsorship.

We're Here to Support You

We're committed to creating an inclusive, supportive workplace where everyone can flourish. If you need any adjustments during the recruitment process-or once you're part of the team-just let us know. Whether it's flexible hours, adapted equipment, or a bit of extra support, we'll work with you to make sure you can do your best work.

Please click the APPLY button to submit your CV for this role

Candidates with experience or relevant job titles of; Customer Service Executive, Client Support Advisor, Outbound Sales, Customer Service, Inbound Sales, Sales Agent, Sales Account Manager, Customer Service Assistant may also be considered.