Experienced Customer Service & Claims Advisor - Full Time


We are a leading broker based in Northampton providing commercial insurances to small-to medium enterprise alongside a range of financial services and specialised personal insurances. We serve businesses, business owners and private clients throughout the UK.

Duties for this role will command high quality personal communication skills helping to promote client and insurer relations by telephone, in writing and face-to-face.

Customer involvement is 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 be required to manage and service all mid- term policy changes and to assist with and oversee claims, successfully managing outcomes and dealing with all client servicing needs and tasks with skill and efficiency.

You will also need 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 whilst processing and handling transactional duties with the utmost accuracy.



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. They should be well organised, self-motivated, approachable with a positive outlook towards their work. An interest in career and skills development will be highly favourable.



Your employment background should include

  • A minimum of 12 months motor and home insurance experience (essential)
  • Customer Service experience including in and outbound call handling (essential)
  • Office and administration experience (essential)
  • Frequent use of Microsoft applications including Word, Excel and Outlook (essential)
  • Experience working with structured procedures and deadlines (preferred)
  • Knowledge and understandings of FCA regulations (essential)
  • Chartered Insurance Institute (CII) qualifications (preferred)


Key responsibilities and tasks

  • Servicing in and outbound calls to existing customers and to the highest of standards
  • Nurturing and developing client and insurer relations (in and on occasion out of the office)
  • Providing professional advice based on comprehensive assessment of the client’s needs and circumstances
  • Providing sales support duties (cross sales) and negotiating terms, both with clients and insurers
  • Managing claims and servicing outcomes with our clients, insurers and partners
  • Registering claims and maintaining client servicing records with total accuracy
  • Accurately processing policies, associated transactions, and documentation (Acturis and MS Office)
  • Developing and improving existing processes to enhance the services that we provide
  • Providing support and advice to colleagues with all enquiries
  • General clerical and administrative duties


Employment package and benefits include

  • Monday – Friday 9am – 5.30pm with an hour allocated for lunch and no weekends
  • 28 days entitlement increasing to 34 days with longevity of service
  • Regular social and team-building activities including seasonal out-of-work events
  • Promotional and partnership events including supercar shows & exclusive meets
  • Subsidised healthcare subscriptions offering many wellness and retailer benefits including 50% off Virgin & Nuffield gyms, free Odeon/ Vue Cinema tickets, free Rakuten films, Amazon Prime, cashback at Waitrose and many, many more
  • £500 enrolment referral bonuses
  • £500 opening loyalty bonus increasing by £500 every 5 years
  • Discounts on all insurance products
  • Eye care vouchers, in-house savers scheme and flexible pension scheme


Location and environment

  • Spacious open plan offices located in Moulton Park, Northampton
  • An adjacent and dedicated office for recreation including internal bike storage, shower & changing facilities, comprehensive kitchen & dining area, comfy sofas, and other mod-cons such as Xbox One, SONOS, WiFi & Table Football
  • Greggs & Bewitched Coffee, less than a minute walk
  • Tesco Express, Pharmacy and Chip Shop, 10-minute walk
  • Weston Favell Shopping Centre and Kingsthorpe Front, less than 10-minutes by car
  • Exclusive on-site parking
  • Approx. 15 minutes from the M1 junction 15 and approx. 25 minutes from junction 16
  • 3-minute walk to the local bus stop with buses running regularly to Northampton Town Centre
  • Voi Scooters operating locally


Professional development

  • Regular quality assurance assessments with development feedback support
  • On and off-site training and development programs
  • Financial support for industry led qualifications with the Chartered Insurance Institute (CII)


Salary and Applications

Salary is negotiable dependant on experience. Starting salary is from £22,000 plus bonuses.

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 and C Last. Registered Office: 12-14 Upper Marlborough Road, St Albans, Herts AL1 3UR.