Customer Service Advisor

Customer Service Advisor

Red is excited to be recruiting for a Customer Service Advisor to join one of the South Wests largest independent insurance brokers. This position is located in Bristol City Centre, with hybrid working options available after the probation period. The salary for this position is up to 28,000 per annum.

The ideal candidate must be willing to study and pass an exam to gain a professional insurance qualification.

Benefits and Package for a Customer Service Advisor:

• Salary: Up to 28,000 per annum (DOE)
• Hours: Monday - Friday, 9am - 5pm
• Contract Type: Permanent
• Location: Bristol City Centre
• Hybrid working options available after the 6-month probation period (3 days in the office, 2 days at home)
• 23 days holiday + bank holidays

Key Responsibilities of a Customer Service Advisor:

• Conduct a high volume of outbound calls to follow up on digital leads, provide quotations, and secure new business
• Manage and support the day-to-day operations of digital schemes, ensuring accuracy and consistency across platforms
• Act as a key point of contact for clients-advising on cover, handling queries, and maintaining excellent relationships
• Coordinate with insurers and underwriters to manage scheme amendments, referrals, and product development
• Work alongside underwriting and marketing teams to maximise lead generation and campaign effectiveness
• Test and update online quote journeys and ensure accurate product information across systems and customer touchpoints
• Analyse data on scheme performance, sales conversion, and client feedback to suggest improvements
• Ensure compliance with FCA guidelines, GDPR, and internal standards at all times
• Support with User Acceptance Testing (UAT) for new or updated digital schemes
• Prepare reports and updates for internal stakeholders on scheme uptake, customer engagement, and sales pipeline

Key Skill and Experience of a Customer Service Advsior:

Essential:

• Experience of outbound calling or telesales
• Confident communicator with excellent verbal and written skills
• Strong organisational skills with the ability to juggle multiple schemes and priorities
• Client-first approach with the ability to build rapport

Desirable:

• Previous experience managing digital or specialist insurance schemes
• Working knowledge of FCA regulatory requirements in relation to insurance sales

If you are interested in this position, please apply now!

Red Recruitment (Agency)