General Advice Consultant
Hybrid
Core
Provide exceptional phone-based general advice to help customers meet their insurance needs, service existing cover, and apply for new cover.
Role type
Customer service representative (insurance advice)
Builds
Customer support interactions and insurance policy management
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
General insurance product knowledge, customer service, inbound call management, outbound dialling, complaint management, regulatory compliance, CRM system usage
Preferred skills
RG146 qualification, financial planning CRM experience