Sales & Customer Service Representative

Acorn Group; Little Altcar; On-site; GBP 25,000 - 28,000; Full time

Job summary

A leading insurance provider in Little Altcar is seeking a Sales & Customer Service Representative to join their team. The role involves quoting and closing new or renewal business inquiries, building client relationships, and supporting customers with policy amendments. Ideal candidates possess strong communication skills and a customer-first mindset. A total annual compensation of £25,877 - £27,515 plus performance bonuses is offered, along with benefits such as generous holidays and mental health support.

Benefits

35 days holiday including bank holidays

24/7 mental health support

Career development opportunities

Flexible benefits

Hybrid working options

Recognition awards and social events

Qualifications

• At least one year remaining on Graduate or Post-Study Work visa; no visa sponsorship.

Responsibilities

• Quote and close new or renewal business enquiries.
• Build and maintain long-standing client relationships.
• Amend customer policies, payments and schedules.
• Retain existing clients at renewal.
• Support customers with policy amendments.
• Work towards individual and team targets.
• Provide excellent rapport-building skills.
• Handle sensitive information and follow data protection principles.
• Adhere to FCA guidelines.
• Promote the brand in a professional manner.

Skills

Positive 'can-do' attitude

Excellent verbal and written communication

Great listening skills

High accuracy and attention to detail

Problem-solving ability

Capability to work in a fast-paced environment

Multi-tasking and time-management skills

Patience and empathy

Confident, polite telephone manner

Previous Insurance or Financial Services experience

Job description

Job Title

Sales & Customer Service Representative

Location

Formby

Salary

£25,877 - £27,515 plus up to £2,000 performance bonus per annum.

Job Type

Permanent, Full Time

Working Hours

37.5 hours a week: 9:00am - 5:30pm Monday to Friday, 1 in 3 Saturdays 9:00am - 12:30pm.

About the Role

The Insurance Sales Agent role is fast‑paced, customer‑focused, within an inbound sales environment that promotes teamwork and positivity.

Responsibilities

• Quote and close new or renewal business enquiries.
• Build and maintain long‑standing client relationships.
• Amend customer policies, payments and schedules.
• Retain existing clients at renewal.
• Support customers with policy amendments.
• Work towards individual and team targets.
• Provide excellent rapport‑building skills.
• Handle sensitive information and follow data protection principles.
• Adhere to FCA guidelines.
• Promote the brand in a professional manner.

Qualifications & Skills

• Positive "can‑do" attitude.
• Excellent verbal and written communication.
• Great listening skills.
• High accuracy and attention to detail.
• Problem‑solving ability.
• Capability to work in a fast‑paced environment.
• Multi‑tasking and time‑management skills.
• Patience and empathy.
• Confident, polite telephone manner.
• Previous Insurance or Financial Services experience (desirable).

Benefits

• 35 days holiday, including bank holidays, with buy/sell options.
• 24/7 mental health support and free counselling.
• Career development: fairs, leadership programmes, learning on the go.
• Flexible benefits, early salary access.
• Hybrid working options.
• Recognition awards and social events.

Commitment to Employees

• Minded Employer: mental health & wellbeing.
• Disability Confident Level 1 & 2.
• Menopause Friendly accredited.
• Armed Forces Covenant signatory.
• Great Places to Work 2024/25.
• Best Place to Work for Development and Women.

Application Requirements

• DBS and financial checks required.
• At least one year remaining on Graduate or Post‑Study Work visa; no visa sponsorship.

Grow with Acorn

Acorn Insurance brings over 40 years of specialist insurance expertise to the table. Situated in Liverpool, we employ more than 1,700 people across the UK and have reached a milestone of £750 million in total value of insurance policies written in 2024. We are growing fast, creating new opportunities weekly. Our values include: running through walls for customers and colleagues, challenging the status quo, succeeding together by supporting one another, and using rapid, judgement‑driven decision making.