Customer Service Executive - Eastleigh

Key Purpose

To provide exceptional service and advice to clients in order to maximise client satisfaction, maintain high retention levels and achieve income targets in support of the business strategy.

Location: Eastleigh


  • Achieve individual objectives and key performance indicators as set and agreed
  • Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction, supporting them with changes to their policy in a timely manner both on the telephone & Live Chat facility
  • Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible
  • Adhere to all Company, regulatory and compliance guideline requirements
  • Maintain own technical competence
  • Support colleagues from all areas of the business as required

Responsibilities Specific to Senior Adviser 

  • To assist in the maintenance, monitoring and drive of the core KPIs, processes and functions directly linked to team success.
  • Coach & develop team members
  • Handle a variety of complex work
  • Handle policy referrals
  • Be proactive & analytical in day to day role and when liaising with the management team
  • Involvement with projects assigned by line managers or senior management team


  • Chartered Insurance Institute Certificate in Insurance

Location: Eastleigh

Employment Type: Full Time

Salary: £23,500 - £27,000 (Depending on Experience)

Working Hours:

37.5 hours per week

Duration: Permanent