Customer Service Advisor

Salary:£18,000 - £20,000
Sector:Customer Service

Our friendly central Guildford client have a fantastic opportunity for a switched-on candidate with excellent communication skills and a friendly manner to their organisation and enjoy a varied Customer Service and Administration position.

Role & Responsibilities

  • Must not be afraid of the telephone and be comfortable to take direct inbound calls & make outbound calls to existing customers
  • Office based role
  • Must be comfortable to take medical information from customers
  • Also handling customer enquiries, quotations and applications
  • Providing agency support to existing brokers – helping with quotes, questions, applications
  • Assisting with customer renewal process and offering re-quotes
  • Assisting with some sales and marketing support
  • Flexible approach
  • Ability to use MS Outlook, Word, Excel, basic PowerPoint and internet browsing/search engines is important. Adobe InDesign or typesetting an advantage
  • Positive, Pro-active, organised and Professional approach with good verbal and written communication and sales skills
  • Reporting to the Customer Services Supervisor, and working as part of a small, friendly and dynamic sales and broker support team



QUALIFICATIONS (Ideal but not essential):

  • GCSE Level (or higher) Pass in English Language and Mathematics
  • Batchelor of Arts Degree or Higher National Diploma


The job requires knowledge of:

  • Sales and marketing techniques, and methods.
  • Data Protection Act and the Consumer Credit Act.
  • FCA Rules, particularly, those relating to Sales and Marketing.
  • The practical interpretation of the FCA’s Principles for business.
  • The Law of Agency.
  • The Financial Ombudsman’s Scheme and the Financial Services Compensation Scheme.

Full training provided

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Apply now

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    Would you like to discuss this role further?
    Speak to the 2i Team: 01483 414719
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