Customer Service Advisor

Customer Service Advisor

Location: Birmingham, hybrid options available
Hours: 35 hours per week, with occasional Saturdays (9:00am - 1:00pm)
Salary: £27k + discretionary bonus
Contract Type: 12-month FTC

Join a Mutual with an Edge

At Wesleyan, we are proud to be a specialist financial services mutual dedicated to supporting professional customers throughout their careers and beyond. Our purpose is simple: to build brighter financial futures for our customers while delivering exceptional service and trusted advice.

We are looking for a motivated and customer-focused Customer Service Advisor to join our General Insurance team in Birmingham. This is an excellent opportunity for someone with insurance experience who enjoys building customer relationships, delivering tailored advice, and achieving results within a supportive and collaborative environment.

What You'll Be Doing

As a Customer Service Advisor, you will play a key role in helping customers protect what matters most through our Home, Motor and Travel Insurance products.

You will be responsible for:

• Providing tailored advice to customers on Home, Motor and Travel Insurance policies.
• Managing inbound and outbound customer calls regarding renewals, policy changes, and new business opportunities.
• Delivering against individual and team income, retention, and service targets.
• Identifying opportunities to cross-sell related products and generate quality referrals.
• Supporting customers with policy amendments, premium recalculations, and payment updates.
• Ensuring customer documentation is accurate, compliant, and issued promptly.
• Taking ownership of customer queries and complaints, resolving issues efficiently and professionally.
• Delivering outstanding customer outcomes while working within FCA, IDD and company regulatory standards.

What You'll Receive

At Wesleyan, we recognise that our people are key to our success. In return, you will benefit from:

• £27k base salary + bonus
• 35-hour working week
• Hybrid and flexible working opportunities
• Generous holiday entitlement
• Pension scheme
• Life assurance and wellbeing support
• Training, development, and career progression opportunities
• The chance to be part of a purpose-led mutual organisation

What We're Looking For

Essential

• Understanding of delivering an advice-led customer service experience.
• Knowledge of financial services and regulated environments.
• Communication skills, both verbal and written.
• Excellent customer service and relationship-building skills.
• Ability to manage multiple priorities while maintaining attention to detail.
• Organised, self-motivated and target driven.
• Resilient, adaptable, and able to perform under pressure.
• GCSEs (or equivalent) including English and Maths.

Desirable

• Experience in Home, Motor or General Insurance sales and/or renewals.
• Experience using CDL systems.
• Cert CII qualification (or working towards).
• Understanding of insurance brokers and insurer relationships.
• Knowledge of mutual organisations.
• Awareness of the professional customer segments Wesleyan serves, including Doctors, Dentists, Teachers, and Lawyers.

Why Wesleyan?

We are committed to creating an inclusive culture where everyone can thrive. We believe in doing the right thing for our customers, colleagues and communities, and we are looking for people who share our passion for delivering exceptional customer experiences.

If you are looking to build your career in insurance and thrive in a customer-focused, target-driven environment, we would love to hear from you.

Apply today and help us continue delivering Mutuality with an Edge.