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Client Service Adviser
Benefact Group. Deliver exceptional customer service and expert policy support across phone, live chat, and policy lifecycle queries .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service and communication skills while effectively managing workloads in a regulated environment. Capable of building client relationships and maximizing sales opportunities through tailored insurance solutions and compliance with industry standards.
Highest-signal resume keywords
Customer Service ExcellenceClient Relationship ManagementSales Opportunity IdentificationRegulatory ComplianceChartered Insurance Institute Certificate
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Communication SkillsOrganisedProactiveDetail-OrientedProblem-Solving Skills
Tools & Technologies
IT LiteracyAdministrative Skills
Certifications & Qualifications
Chartered Insurance Institute Certificate in Insurance
Industry Keywords
Insurance SolutionsLead GenerationCross-SellingPolicy SupportBusiness Growth
About the role
Key responsibilities & impact- Deliver exceptional customer service and expert policy support across phone, live chat, and policy lifecycle queries
- Build strong client relationships through timely advice, policy updates, and tailored insurance solutions
- Identify and maximise sales opportunities through lead generation, insurance reviews, and cross-selling relevant products
- Ensure compliance with company policies, regulatory requirements, and industry standards
- Maintain technical knowledge
- Collaborate with colleagues to support business objectives and customer outcomes
- Contribute to business growth through achievement of income and performance targets
Requirements
What you’ll need- Strong customer service and communication skills
- Confidence building rapport and delivering an excellent client experience across telephone and written channels
- Organised, proactive, and detail-oriented
- Ability to manage workloads effectively and meet deadlines
- Ability to work successfully within a regulated, compliant, and customer-focused environment
- IT literate with strong administrative and problem-solving skills
- Resourceful approach to work
- Team player who embodies the values of being Fun, Supportive, Professional, Ambitious, and committed to working in Partnership
- Chartered Insurance Institute Certificate in Insurance (hold/willing to work towards)
Benefits
Comp & perks- 28 days annual leave plus bank holidays
- Your birthday off
- Group Personal Pension
- Bonus scheme
- A holiday buy scheme
- An array of health and wellbeing benefits
- Company cash plan
- Income protection and life assurance
- Enhanced sick pay and parental leave
- Support and funding toward study and professional qualifications
- Paid time off for volunteering
- Hybrid working
- Career and development opportunities