CareerPlan

New Business Customer Advisor

Cardiff, Wales, GBFull-time£316k2026-11-06 → 2026-11-07
Hybrid

Core

First point of contact for customers, handling inbound calls to understand needs, explain policy information, and guide them through their journey.

Role type

Customer Advisor (New Business)

Builds

Customer service interactions and policy guidance for new business customers

Domain

Insurance

Deliverable

client delivery

Required skills

Active listening, clear communication, empathy, resilience, time management, technology proficiency, multitasking

Responsibilities

Taking inbound customer calls, explaining policy information, guiding customers through their journey, handling complex queries and frustrated customers, collaborating with colleagues

Seniority

Entry-level / Junior