Customer Advisor - Insurance

Barker Munro Recruitment Ltd.; Texas; On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Comprehensive training programme

Clear progression pathways

Competitive salary and benefits package

Supportive team culture

Job summary

A leading insurance recruitment firm in Wisconsin seeks a confident Customer Advisor to provide exceptional support to brokers across various insurance products. Full training is provided, making it ideal for those with strong communication skills and a desire to learn. Responsibilities include managing customer enquiries and delivering accurate information while ensuring compliance standards. The role offers a competitive salary, clear career progression, and hybrid working options after training.

Qualifications

• Experience in an office based customer service or call handling role.
• Confidence using computer systems and managing multiple tasks.
• Reliability and professionalism in customer interactions.

Responsibilities

• Handle inbound and outbound customer enquiries by phone and email.
• Provide accurate information on insurance products and policies.
• Support brokers with renewals, amendments and general queries.

Skills

Strong communication skills

Customer service experience

Problem-solving skills

Organizational skills

Job description

Customer Advisor – Insurance

Are you a confident communicator who thrives in a professional office or call handling environment? Looking to build a long term career with a respected name in the insurance market? This is your chance to join a leading brand that invests heavily in its people, its culture, and your future.

The Opportunity

As a Customer Advisor, you’ll be the first point of contact for brokers - providing clear, friendly and knowledgeable support across a range of insurance products. You don’t need prior insurance experience; full training will be provided. What matters is your ability to deliver exceptional service, stay organised, and communicate with confidence. This is a fantastic role for someone who enjoys problem solving, building rapport, and working in a fast paced but supportive team environment.

What You’ll Be Doing

• Handling inbound and outbound customer enquiries by phone and email
• Providing accurate information on insurance products, policies and processes
• Supporting brokers with renewals, amendments and general queries
• Updating internal systems with clear and accurate notes
• Working collaboratively with colleagues to deliver a seamless customer experience
• Ensuring all interactions meet regulatory and compliance standards (full training given)

What We’re Looking For

• Experience in an office based customer service or call handling role
• Strong communication skills and a natural ability to build rapport over the phone
• Confidence using computer systems and managing multiple tasks
• Any experience in Insurance or regulated financial sectors would be a distinct advantage
• A positive, solutions focused approach
• Willingness to learn and develop new skills within insurance
• Reliability, professionalism and a genuine desire to help customers

What’s In It for You

• Comprehensive training programme covering insurance fundamentals
• Clear progression pathways within a major insurance brand
• Competitive salary and benefits package
• Supportive team culture with ongoing coaching

Hybrid working options available once fully trained after 3 months.

Apply now for immediate consideration. Positions to start in April 2026