Customer Service Advisor

Description

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 – 5pmContract Type: PermanentLocation: Bristol City CentreHybrid working options available after the 6–month probation period (3 days in the office, 2 days at home)23 days holiday + bank holidaysKey Responsibilities of a Customer Service Advisor:

Conduct a high volume of outbound calls to follow up on digital leads, provide quotations, and secure new businessManage and support the day–to–day operations of digital schemes, ensuring accuracy and consistency across platformsAct as a key point of contact for clients–advising on cover, handling queries, and maintaining excellent relationshipsCoordinate with insurers and underwriters to manage scheme amendments, referrals, and product developmentWork alongside underwriting and marketing teams to maximise lead generation and campaign effectivenessTest and update online quote journeys and ensure accurate product information across systems and customer touchpointsAnalyse data on scheme performance, sales conversion, and client feedback to suggest improvementsEnsure compliance with FCA guidelines, GDPR, and internal standards at all timesSupport with User Acceptance Testing (UAT) for new or updated digital schemesPrepare reports and updates for internal stakeholders on scheme uptake, customer engagement, and sales pipelineKey Skill and Experience of a Customer Service Advsior:

Essential:

Experience of outbound calling or telesalesConfident communicator with excellent verbal and written skillsStrong organisational skills with the ability to juggle multiple schemes and prioritiesClient–first approach with the ability to build rapportDesirable:

Previous experience managing digital or specialist insurance schemesWorking knowledge of FCA regulatory requirements in relation to insurance salesIf you are interested in this position, please apply now!

Red Recruitment (Agency)

Ad ID: 5418347692