Experienced Customer Service Advisor - Full Time


We are a leading broker based in Northampton predominantly offering luxury car and home insurance products to the affluent. We also provide commercial insurances to small-to-medium enterprise and a range of financial products, all nationwide.

Your duties will demand high quality and personal call handling which will help develop client and insurer relations. Customer involvement is therefore key to the role and you will need to possess a natural ability to build rapport. As a supporting member to our New Business and Renewal teams you will also be required to manage and service mid-term changes. You will be able to recognise and convert sales opportunities and be able to process a comprehensive range of transactions with a high level of accuracy.

With a client base of unprecedented quality, the standard of our service is paramount. You will therefore need to display excellent customer service and technical skills, handling and processing transactional duties with the utmost accuracy.


Key responsibilities and tasks

  • Servicing inbound calls and enquiries
  • Processing general transactions
  • Written client communications
  • Client and insurer relationship management
  • Sales support and negotiation
  • Some degree of outbound calls (to recognised customers)
  • Develop and improve on existing processes to enhance the service we offer
  • Maintain client records and processing required documents
  • Issuing of legal documents
  • General clerical and administrative duties


What we're looking for

The ideal candidate will be career minded and be prepared to go the extra mile to achieve results. Someone who will be able to think on their feet, working independently and as part of a team. You should be well organised, self-motivated and approachable with a positive outlook towards your work. An interest in personal development would be favourable.



Your employment background should include

  • Office and customer service experience (essential)
  • Administrative experience (essential)
  • Customer Service experience including in and outbound call handling (essential)
  • Experience with Microsoft applications including Word, Excel and Outlook (essential)
  • Insurance experience (essential)
  • Motor and Home insurance experience (preferred)
  • Knowledge of FCA regulations (preferred)
  • Chartered Insurance Institute (CII) qualifications (preferred)
  • Experience working with structured procedures and deadlines (preferred)/li>


Your skills and abilities should include

  • Confident communication skills
  • An excellent telephone manner
  • A natural ability to build rapport
  • An ability to work under pressure to meet deadlines
  • Strong organisational and administrative skills
  • An ability to focus on details
  • Able to work competently with numbers
  • A good standard of written communication
  • A competent understanding and working ability with Microsoft Word, Excel and Outlook
  • Self-motivation and effective time management
  • An ability to work as a part of a team and by using your own initiative


Rewards & Benefits

  • Monday to Friday 9am - 5:30pm with an hour for lunch
  • 28 days equivalent holiday including bank holidays
  • Increasing holiday entitlement with longevity of service
  • Access to our comprehensive healthcare plan
  • Annual performance based profit share scheme
  • Loyalty bonus following 5, 10 and 15 years of service
  • On site hands-on training and development programs
  • Financial support for Continued Professional Development
  • Staff discounts on Car and Home Insurance products
  • Access and management of an in-house savers scheme
  • Access and contribution to workplace pension scheme
  • Eye care vouchers for examination and corrective lenses


Salary is negotiable dependant on experience. Starting salary is from £20,000 plus benefits described.

If you would like to make an application please download and complete the application form below and email it to careers@firstpoint.co.uk along with your CV.


First Point Insurance Management Ltd, registered in England No. 3521771. First Point Financial Management Ltd, registered in England No. 9444714. Registered Office: Lakeview House, 4 Woodbrook Crescent, Billericay, Essex CM12 0EQ. First Point Insurance Management is authorised and regulated by the Financial Conduct Authority, registered number 310158.
You may check this on the Financial Services Register by visiting the FCA's website, register.fca.org.uk or by contacting the FCA on 0800 111 6768.
First Point Financial Management is a trading style of Lifetime Financial Management Ltd. Lifetime Financial Management is authorised and regulated by the Financial Conduct Authority, registered number 448415. Lifetime Financial Management Ltd is registered in England and Wales No. 3652194. Directors: P Merrigan, U Ozturk, C Last. Registered Office: 12-14 Upper Marlborough Road, St Albans, Herts AL1 3UR.