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Customer Service and Sales Consultant - Financial Services

£23,000 - £30,000 per annum


Contract type

Full Time

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Due to expansion, we are now seeking an Customer Consultant to join our busy team in our Fleet offices, working for a well-known insurance company who have a reputation for excellence in customer service within the financial services sector. We are a leading local expert in our field and pride ourselves in offering an excellent service to our customers with ambitious growth plans. You will be joining an existing team of insurance service advisor’s supporting our business customers with all their commercial business insurance needs. The role is a mixture of dealing with incoming business enquiries, client queries on products already taken out, as well as the retention of business for our corporate clients. We are happy to consider candidates with our without insurance experience. For example, the role would suit candidates who have recently completed their A Levels or Degree and would like to secure a varied role within a back office insurance commercial support role with some experience in a customer service role in an office or retail environment. Alternatively, you may have already gained some solid customer service, sales, sales support or financial services experinece and be seeking the next step in your career. You will be working Monday to Friday and we offer an annual salary of £23k to £30k dependent on experience with free parking, 22 days holiday plus bank holidays, pension scheme, death in service life cover and employee benefits which give discounts at thousands of retailers, plus discounted insurance products. We will pay the higher end of the salary bracket for candidates with recent or current insurance related experience seeking a new career opportunity.

Working within the Commercial Insurance department,  you will have a strong customer services background and happy working in a busy B2B environment. The role is predominantly concerned with dealing with insurance policies, pro-actively securing the interest of the customer and ultimately finalising the sale of the policies. There is no cold calling in this role however, the ideal candidate will be able to speak to clients at all levels and react to sales enquiries, cross selling products where applicable.

As the Insurance Customer Consultant, you will join a busy and dynamic team, where you will provide a high level of service and professionalism to our customers.

The main duties will include:

•             Dealing with existing customers with new or existing policies

•             Following up with expired policies

•             Dealing with claims and following the process through

•             Liaising with other brokers, insurers and always keeping the customer up to date

•             Dealing with any queries either over the telephone or via the email

•             Up selling our products

To be successful for the Insurance Customer Consultant role, you will possess excellent communication and sales skills and be able to hold a professional business conversation. We are looking for previous customer service, sales support or sales experience however, this is a preferred and will also consider candidates seeking their first role after completing studies. You will ideally be educated to a minimum of A Level standard and will be highly presentable with a professional working attitude. You will enjoy customer services and have a desire to carve a career within  the insurance industry.

We promote and encourage the gaining of insurance qualifications and internal progression amongst our staff. Candidates with existing insurance or other financial services experience who are looking to progress their career within the insurance industry are encouraged to apply. We offer a long-term career promoting further development and the opportunity to study qualifications within out field. We will also offer study support to the suitable candidate funding their education through the CII as a minimum requirement, investing in our people. We are a well established and reputable company who can offer a professional working environment and full training in our products and services.

Please send your CV for immediate consideration.

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By applying a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

By applying a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

Apply now in a few quick clicks

By applying a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.


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