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Customer Sales Advisor - Basildon


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Basildon, Essex

£17,000 - £25,000 per annum



Jack Cleary

"Customer Sales Advisor"

Finance Industry

Up to £25,000 depending on experience.

Starting at the end of January


  • To handle insurance related customer enquiries from start to finish, developing a relationship with the customer whilst maintaining an extremely high standard of customer service.

 Main Duties:

  • Accepting queries from other insurers’ clients and referral via telephone, internet and email.
  • Understanding client requirements and relaying information effectively and accurately to a third party to obtain the best quotation terms for the client.
  • Process new policies from start to finish without intervention.
  • Setting up credit terms for the client explaining fully the required advice.
  • Following up on lost leads.
  • Following enquiries through to completion with the sales team.
  • Keeping a current and effective log of all progress.
  • To effectively and accurately collate information gathered from a client, advising them of the expected timescales of responses and keeping them informed at all stages of the quotation process
  • Maintaining FCA and DPA compliance at all times

Skills required:

Customer service background is essential

Proficient in IT e.g. Microsoft packages, Word, Excel, PowerPoint etc.

Live within a 1 hour commute from office

Confident with Public facing and on the telephone

Remuneration and Conditions of Employment

  • Basic salary dependant on experience and technical knowledge.
  • Unrestricted sales bonus.
  • The normal hours of work for a full-time member of staff in this office are an average of 40 per week, based on a shift rota which attracts a shift allowance, covering the following office hours:

Monday – Thursday 8:00 am to 8:00pm

Friday 8:00 am to 6:00 pm

Saturday 9:00 am to 6:00 pm

  • Holidays begin on 20 days plus 8 statutory days, with additional annual leave accruing based on length of service.
  • Pension Scheme
  • Private Medical Insurance
  • Childcare Voucher Scheme
  • Eye care scheme
  • Staff Discount

To find out more please apply online and contact Jack at Coyle Personnel Chelmsford.



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Pay Rates

Please note: Rates are correct at time of posting and are an approximate indication only. Rates are subject to change

Pay Rates

Please note: Rates are correct at time of posting and are an approximate indication only. Rates are subject to change