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- Assist new and existing customers via phone, email, and online chat.
- Process applications for insurance and consultancy services, including renewals.
- Provide product information and support administrative changes, such as cancellations or updates.
- Work with underwriters to facilitate new insurance proposals.
- Uphold compliance standards while maintaining a high level of product knowledge.
- Proactively up-sell and cross-sell additional products (no cold calling).
- Effectively communicate policy details to ensure customers fully understand their purchases.
- Achieve targeted renewal retention rates by collaborating with the Sales Team.
- Consistently meet quality assurance benchmarks and performance KPIs, including upselling targets.
- Exceptional customer service experience, ideally involving CRM or equivalent systems.
- Strong communication skills, particularly over the phone.
- Active listening and problem-solving skills to support customer needs.
- Motivation to achieve positive results and thrive in a team-oriented, fast-paced environment.
- Basic knowledge of Microsoft Office.
- Familiarity with insurance, the contractor market, or IR35 legislation.
- Previous office-based work experience.
- Work in a stunning rural office location with countryside views and onsite parking.
- Enjoy hybrid working options: 2 day from home 3 days in the office (After probationary period)
- Participate in training to grow your expertise, plus opportunities for volunteering and local environmental projects.
- Be part of a sociable, supportive team that celebrates achievements and fosters development.
