Insurance Advisor – Customer Service

Equation Recruitment

Insurance Advisor – Call Handler – Customer Service

26-30k Fully dependent on previous experience.

Are you passionate about helping people and delivering exceptional customer service?
Do you want to build a career in the insurance industry with a supportive, ethical, and customer-focused company? If so, our client is looking for YOU!

Insurance expertise is desirable however if you come from a corporate Customer Service background they can train you to do the rest.

About the Role an Insurance Advisor – Call Handler – Customer Service

As an Insurance Advisor, you’ll be the first point of contact for customers, providing tailored insurance advice and solutions that meet their unique needs. You’ll play a vital role in supporting their business goals while maintaining the highest standards of service, professionalism, and compliance.

What You’ll Bring:

  • GCSE-level education or above
  • Experience in insurance or a strong desire to learn (they provide full training!)
  • Confident IT skills – Microsoft Office, email, internet
  • Strong communication, persuasion, and problem-solving skills
  • A passion for excellent customer care

Key Responsibilities of the Insurance Advisor – Call Handler – Customer Service

  • Advise on and sell a range of insurance products
  • Identify potential sales opportunities from customer interactions
  • Ensure documentation and compliance are accurate and up to date
  • Uphold FCA guidelines and ethical standards
  • Maintain customer records with complete confidentiality (GDPR compliance)

Why join our client?

  • A respected name in the insurance industry with a long-standing commitment to ethical service
  • Ongoing training and development, they invest in your success!
  • Supportive leadership and a close-knit team environment
  • Opportunities for progression
  • Work that truly makes a difference to customers’ lives

Our client values;

  • Integrity, both in and outside the workplace
  • A customer-first approach
  • Openness, honesty, and clarity in communication
  • A proactive and professional mindset
Apply Now →

Application opens at the source listing. Free for jobseekers.