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?? Location: Dumfries
?? Full-Time | Permanent
?? Salary: Competitive, depending on experience
Our client is looking for a motivated and professional Customer Service Advisor to join their growing team. You'll play a key part in delivering outstanding customer service, supporting business growth, and helping customers with a range of insurance and financial service needs.
This is a varied and rewarding role, ideal for someone who enjoys problem-solving, building customer relationships, and working as part of a supportive and driven team.
What Youll Be Doing:? Customer Support & Administration
Respond to customer enquiries via phone, email, and in-person
Process policy renewals, amendments, and claims within service standards
Keep accurate records and documentation
Support with general office administration and workflow
? Sales & Business Development
Understand customer needs and provide suitable solutions
Identify opportunities to cross-sell or introduce additional services
Help retain existing clients and grow the business through excellent service
Promote and support marketing initiatives and campaigns
? Claims & Policy Management
Assist customers with claims within your authority
Liaise with internal teams to ensure smooth processing of claims
Monitor and prevent potential fraud or policy issues
? Financial Services Support
Identify opportunities to refer customers to specialist advisers (e.g. life or risk management services)
Support the generation of leads and introductions where appropriate
?? Strong communication skills (both written and verbal)
?? Customer-focused mindset with a proactive attitude
?? Good attention to detail and organisational skills
?? Ability to work independently and as part of a team
?? Comfortable using Microsoft Office and internal systems
?? Sales or customer service experience (insurance background ideal but not essential)
? A supportive team environment
? Ongoing training and development
? Opportunities to grow your career
? The chance to make a real impact with a respected local business
This is an exciting opportunity to be part of a company that values integrity, service, and professional growth.
