Insurance Customer Service / Sales Advisor

Insurance Customer Service / Sales Advisor Job Description Template

Our company is looking for a Insurance Customer Service / Sales Advisor to join our team.


  • Maintain a high level of customer service;
  • To ensure conversion of new business, service of existing accounts and retention of renewals;
  • Build and maintain excellent working relationships with customers and insurers in order to maximise business;
  • Provide support to consumer & commercial line customers;
  • Communicate quotations advising of the most appropriate cover that meets the applicant’s needs;
  • Complete the key task of fact finding to identify the customers’ requirements and to provide them with a quotation that matches their needs.


  • Excellent telephone manner;
  • Willingness to Learn and Develop in new Areas;
  • Outgoing and Friendly Personality;
  • Provide excellent customer service;
  • Customer focused.