Customer Service Advisor (Insurance)

Introduction

Are you driven by a passion for delivering exceptional customer service? Do you thrive in dynamic environments, where every conversation is an opportunity to make a difference? Join our team and become a trusted advisor, helping our clients navigate their insurance needs with confidence. We’re looking for a dedicated and proactive Customer Service Advisor to join our Taunton office. If you enjoy solving problems, building relationships, and delivering a service that exceeds expectations, we want to hear from you!

We believe that every candidate has something unique to offer, so even if you’re close to what we’re looking for, but don’t meet every single requirement, we still encourage you to apply.

As a Customer Service Advisor based in Taunton, you will play a pivotal role in helping our clients protect what matters most to them. You will be the first point of contact for our customers, delivering top-tier service and providing tailored insurance solutions. Your focus will be on understanding customer needs, answering inquiries, processing policies, and ensuring clients feel supported at every step.

• Client Interaction: Handle inquiries, provide quotes, process payments, and manage renewals, all while offering excellent customer service at every stage.
• Proactive Engagement: Reach out to existing and prospective clients to uncover additional insurance needs and create new opportunities to serve them.
• Problem-Solving: Resolve issues, clarify customer queries, and provide solutions that meet their needs.
• Outbound Calls: Generate new business by calling existing clients to review their coverage and offering additional products where appropriate.

We’re looking for someone who is customer-focused and eager to help others. You will need to have:

• Prior experience in customer service or a similar role is preferred.
• Experience working with insurance products is a bonus, but not essential (training will be provided).
• Comfortable working with systems and software (full training provided).
• The ability to work to targets and meet deadlines.

• Excellent communication and interpersonal skills.
• Strong problem-solving abilities and the capacity to build rapport with clients.
• Ability to identify and address customer needs with empathy and professionalism.
• Strong attention to detail and accuracy in all tasks.
• Team-oriented with a willingness to help others.
• Ability to manage multiple tasks and priorities.

In addition to a competitive salary, we offer a comprehensive benefits package that includes:

• 25 days of paid holiday plus bank holidays.
• Contributory pension scheme to help secure your future.
• Free on-site parking for a hassle-free commute.
• Professional development opportunities to help you grow in your career.
• Life insurance for added peace of mind.
• Access to discounted health plans and wellness services.
• Employee training and growth opportunities in the insurance industry.