Sales & Customer Service Representative

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

Job summary

A leading insurance company in Sefton is looking for a Sales & Customer Service Representative. In this role, you'll manage client relationships, quote and close business, and support existing clients in a fast-paced environment. The position offers a competitive salary between £25,877 - £27,515 with a performance-related bonus of up to £2,000 per annum. The ideal candidate will have a background in insurance and strong communication skills, fostering a positive atmosphere within the team.

Benefits

35 days' holiday

24/7 mental health support

Hybrid working options

Flexible benefits

Qualifications

• Positive 'can do' attitude.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment.
• High level of accuracy and attention to detail.
• Previous experience in Insurance or Financial Services.

Responsibilities

• Quoting and closing new or renewal business.
• Building and maintaining client relationships.
• Amending customer policies and payments.
• Supporting customers with existing policies.

Skills

Positive attitude

Excellent communication skills

Listening skills

Attention to detail

Problem-solving

Ability to multi-task

Empathy

Customer service skills

Experience in Insurance or Financial Services

Job description

Job Title: Sales & Customer Service Representative

Location: Formby

Salary: £25,877 - £27,515 per annum 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

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:

• 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.

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 colleagues

• Mindful Employer - championing mental health and well-being
• 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

A Few Things to Know Before You Apply:

We're really excited that you're considering joining Acorn! To help everything go smoothly, here are a couple of things to keep in mind:
If your application is successful, we will commence relevant employment checks prior to you commencing employment with us. These will include a standard criminal record check and an insolvency register check.

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.

Suitable Candidates

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.