Customer Service Consultant
Hybrid
Core
Manage a portfolio of SME insurance clients, handle policy renewals, and provide general insurance advice via phone and email.
Role type
Customer Service Consultant (SME Insurance Broking)
Builds
Insurance policies and coverage options for Small and Medium-sized Enterprises
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
phone-based customer service, sales, relationship building, policy management, insurer liaison, record keeping
Preferred skills
insurance experience, Tier 1 qualification, professional presentation, office experience
Responsibilities
Manage client portfolio, handle renewals and retention, source policies and pricing, maintain client records, liaise with insurers
Seniority
Entry to Mid-level, structured training provided