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Customer Service - Ashby de la Zouch

Ref: 355 Date Posted: Tuesday 06 Apr 2021
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Customer service role available for a well respected Insurance agency based in Ashby de la Zouch. 

£21,000 starting salary 

Working hours 9am - 5pm Monday to Friday. 

Customer Service consultant duties:

  • Under general supervision and within limits of authority and product licences, support agents in respect of agency sales, growth and retention targets and also agency customer service standards.
  • Deal with insurance related issues for customer groups to meet their financial needs.
  • Build strong customer relationships.
  • Customer Services related administration as required.
  • Acquire and maintain knowledge of General Insurance products, as applicable to product licences.
  • Develop and sustain effective working relationships with customers, all members of Agency.
  • Deal with insurance claims within your authority, for all customers.
  • Process and despatch renewal documentation to Agency standards.
  • Administer all networking instructions to meet Agency completion standards.
  • Implement customer money collection and processing procedures to maintain Agency credit control.
  • Comply with all applicable sections of the General Insurance Compliance Manual for the Agency Network, the Agent’s Claims Guide, the Agency Guide and local Agency procedures.
  • Produce correspondence to required timeframes and quality standards.
  • Perform other duties as assigned by Agent / Senior Agent

Customer Service consultant responsibilities:

  • Review and advice upon customer general insurance requirements on the phone and face to face.
  • Identify and initiate cross-selling opportunities and activities to new and existing customers.
  • Make outbound calls to prospect new customers and meet personal sales targets.

Suitable customer service consultant must be able to commit to 6 months comprehensive training and testing. This includes online learning, courses, exams, assessments and role play.


If this customer service consultant role is for you please call into the office and ask for Elliot Beldon on 01530440303 OR apply here and I will be in contact as soon as I can.