Customer Service Advisor 05 Jan 2026

Oakland Insurance; Belfast; On-site; GBP 40,000 - 60,000; Full time

Job description

• To work within the Customer Services team responding to customer enquiries regarding new & existing policies in an appropriate manner.
• To administer renewals within service standards.
• To issue documentation within service standards.
• To support the firm’s goals by demonstrating excellent customer service skills.

KNOWLEDGE & EXPERIENCE

• Educated to GCSE standard including Maths and English or the UK equivalent.
• Has undertaken (or is willing to undertake) relevant customer service and insurance training.
• Good computer skills and knowledge of Microsoft Office, Outlook and internet.

SKILLS REQUIRED

• Excellent telephone manner, customer service skills and the ability to work under pressure.
• Ability to gather and analyse information from the customer.
• Ability to identify and match the products available with customer requirements.
• Ability to identify and respond appropriately to an individual customer’s level of understanding.
• Ability to persuade and influence others.

EXPECTED BEHAVIOURS

• Act in an honest and open manner at all times with both the customer and the firm in all matters.
• Have a customer focused approach.
• Ensure that business transactions are conducted in a way that is clear and straightforward.
• Act with integrity by demonstrating fairness and impartiality.
• Actively seek feedback from customers and report such feedback to the appropriate member of staff.

Accountabilities / Responsibilities

• To take initial calls from customers regarding new business policies, midterm adjustments and existing policy renewals whilst working within the guidelines provided at all times.
• To process and resolve customer requests in a polite and efficient manner.
• To comply at all times with the requirements of the firm’s own procedures, the Financial Services and Markets Act 2000 and FSA regulations.
• To be aware of, and to follow at all times, the firm’s policy on Treating Customers Fairly.
• To be aware of, and to follow at all times, the firm’s standards of ethical behaviour.
• To maintain professional competence by complying at all times with the Training and Competence procedures of the firm.
• To maintain customer records accurately and securely, in accordance with firm’s own record keeping requirements and following data protection rules.
• To support the department in administration duties and complete all supporting documentation in a timely, accurate and compliant manner.
• Notify policy underwriters of any adjustments, calculate any premium changes.
• To support the departmental Key Performance Indicators and sales targets as directed by the Senior Management Team.
• To undertake all other duties as reasonably required and directed.

Apply Now

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Essential Criteria:

Have you achieved a C or above in GCSE level Maths & English?

Have you previous customer service experience?

Preferred Criteria:

Have previous insurance experience?

Have you any CII qualifications? (Please list or type No)

Please upload your CV

Please upload your Fair Employment Form

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