Customer Service Advisor

New Today

Customer Service AdviserScottish BordersCompetitive salary, depending on experienceFull-time, permanent35 hours per weekAn established and highly respected financial services and insurance business in the Scottish Borders is looking to appoint a Customer Service Adviser to join its growing team.This is an excellent opportunity for a customer-focused and organised individual to join a professional and friendly office environment, where you will play a key role in delivering outstanding service to clients while supporting day-to-day operations.The RoleAs a Customer Service Adviser, you will be the first point of contact for customers, providing support and advice across a range of insurance and financial service products. You will handle enquiries, process policy changes, assist with renewals, and help identify opportunities to strengthen existing client relationships through excellent service and attention to detail.You will also support colleagues with administration, policy processing, and managing client records, ensuring all work is carried out accurately and in line with compliance standards.Key responsibilities include: Handling customer enquiries by phone, email, and face to face Processing policy amendments and supporting renewal retention activity Assisting with administration and processing of general insurance policies Maintaining accurate client records and documentation Producing correspondence to agreed timescales and quality standards Identifying cross-selling opportunities where appropriate Spotting opportunities to introduce clients to financial advice services Working within FCA and internal compliance frameworks Supporting the wider team with day-to-day operational duties About YouThe successful candidate will be organised, enthusiastic, and confident in dealing with customers in a professional manner. You will enjoy working as part of a busy team, be comfortable managing multiple priorities, and have a proactive approach to learning and development.Previous experience within insurance or financial services would be beneficial, but is not essential. Full training will be provided for the right person.The ideal candidate will have: A self-motivated and customer-focused approach Strong communication skills, both written and verbal Excellent organisational and time management skills The ability to prioritise workloads effectively A positive, flexible, and adaptable attitude Strong problem-solving skills and the ability to use initiative Good IT skills, ideally including CRM systems A willingness to learn and develop National 5 qualifications including Maths and English, or equivalent A valid UK driving licence Whats on Offer Competitive salary, depending on experience 25 days holiday plus bank holidays Additional day off for your birthday Additional holiday entitlement linked to length of service Buy/sell holiday scheme Pension contribution Life insurance and health cash plan Supportive and friendly working environment Comprehensive training and ongoing development opportunities This is a fantastic opportunity to join a well-established local business that values honesty, integrity, trust, and exceptional customer service.To apply, please submit your CV for consideration.JBRP1_UKTJ
Location:
Melrose
Job Type:
FullTime

We found some similar jobs based on your search