Job Description
A well-established local Insurance agency is looking for a Customer Service Adviser to join their friendly, growing team. This is a busy, customer-facing role where you'll support existing clients, handle enquiries, provide quotations and help identify opportunities to cross-sell where appropriate.
What you'll be doing
Handling incoming calls and emails and providing a great customer experience
Providing motor and home insurance quotations and converting quotes into new business
Processing policy changes, updates and general insurance transactions
Supporting renewals and helping retain existing customers
Spotting opportunities to cross-sell additional products and introduce customers to a Financial Adviser when relevant
Keeping customer records up to date on the CRM system (Microsoft Dynamics)
Supporting proactive outbound activity to generate new opportunitiesWhat we're looking for
Experience in motor and home insurance (commercial exposure is a ...
What you'll be doing
Handling incoming calls and emails and providing a great customer experience
Providing motor and home insurance quotations and converting quotes into new business
Processing policy changes, updates and general insurance transactions
Supporting renewals and helping retain existing customers
Spotting opportunities to cross-sell additional products and introduce customers to a Financial Adviser when relevant
Keeping customer records up to date on the CRM system (Microsoft Dynamics)
Supporting proactive outbound activity to generate new opportunitiesWhat we're looking for
Experience in motor and home insurance (commercial exposure is a ...