Customer Service Advisor

Call Centre / CustomerService
Dumfriesshire
June 20, 2025
Permanent
Urgent

Job Description

Customer Service Advisor

Location: Dumfries
Full-Time Permanent
Salary: Competitive, depending on experience

About the Role:

Our client is looking for a motivated and professional Customer Service Advisor to join their growing team. You’ll play a key part in delivering outstanding customer service, supporting business growth, and helping customers with a range of insurance and financial service needs.

This is a varied and rewarding role, ideal for someone who enjoys problem-solving, building customer relationships, and working as part of a supportive and driven team.

What Youll Be Doing:

? Customer Support & Administration

  • Respond to customer enquiries via phone, email, and in-person

  • Process policy renewals, amendments, and claims within service standards

  • Keep accurate records and documentation

  • Support with general office administration and workflow

? Sales & Business Development

  • Understand customer needs and provide suitable solutions

  • Identify opportunities to cross-sell or introduce additional services

  • Help retain existing clients and grow the business through excellent service

  • Promote and support marketing initiatives and campaigns

? Claims & Policy Management

  • Assist customers with claims within your authority

  • Liaise with internal teams to ensure smooth processing of claims

  • Monitor and prevent potential fraud or policy issues

? Financial Services Support

  • Identify opportunities to refer customers to specialist advisers (e.g. life or risk management services)

  • Support the generation of leads and introductions where appropriate

What Were Looking For:

Strong communication skills (both written and verbal)
Customer-focused mindset with a proactive attitude
Good attention to detail and organisational skills
Ability to work independently and as part of a team
Comfortable using Microsoft Office and internal systems
Sales or customer service experience (insurance background ideal but not essential)

What Youll Get:

? A supportive team environment
? Ongoing training and development
? Opportunities to grow your career
? The chance to make a real impact with a respected local business

This is an exciting opportunity to be part of a company that values integrity, service, and professional growth.

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