Position Overview:
We are seeking a proactive Customer Success Executive to join our Servicing Team. This role is ideal for a confident and sociable individual with a strong understanding of insurance policies and client needs. You will be responsible for managing policy renewals, identifying opportunities for cross selling, and conducting interim check-ins to ensure our clients receive a 5-star service.
Key Responsibilities:
Client Management: Build and maintain strong relationships with clients, ensuring their insurance needs are met effectively.
Policy Reviews: Conduct thorough policy reviews at renewal, aligning coverage with evolving client requirements.
Cross-Selling: Identify and confidently recommend additional insurance solutions that add value to the client.
Proactive Engagement: Reach out to clients at key touchpoints throughout their policy term to ensure satisfaction and address any gaps.
Service Excellence: Uphold Fuelled’s high standards of customer service, acting as a trusted advisor to clients.
Collaboration: Work closely with internal teams to deliver seamless client experiences.
Experience
2+ years experience in a customer service or sales role within insurance
Excellent verbal and written communication skills
Confident phone manner
A passionate problem-solver
Excellent organisation skills
Self-motivated – can work alone and as part of a team
Willingness to learn and adapt in a dynamic business environment
Tech-savvy
Job Types: Full-time, Permanent
Pay: £23,000.00-£30,000.00 per year
Additional pay:
Bonus scheme
Commission pay
Benefits:
Working for a B-Corp organisation
Canteen
Casual dress
Company events
Company pension
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Schedule:
Monday to Friday
We are seeking a proactive Customer Success Executive to join our Servicing Team. This role is ideal for a confident and sociable individual with a strong understanding of insurance policies and client needs. You will be responsible for managing policy renewals, identifying opportunities for cross selling, and conducting interim check-ins to ensure our clients receive a 5-star service.
Key Responsibilities:
Client Management: Build and maintain strong relationships with clients, ensuring their insurance needs are met effectively.
Policy Reviews: Conduct thorough policy reviews at renewal, aligning coverage with evolving client requirements.
Cross-Selling: Identify and confidently recommend additional insurance solutions that add value to the client.
Proactive Engagement: Reach out to clients at key touchpoints throughout their policy term to ensure satisfaction and address any gaps.
Service Excellence: Uphold Fuelled’s high standards of customer service, acting as a trusted advisor to clients.
Collaboration: Work closely with internal teams to deliver seamless client experiences.
Experience
2+ years experience in a customer service or sales role within insurance
Excellent verbal and written communication skills
Confident phone manner
A passionate problem-solver
Excellent organisation skills
Self-motivated – can work alone and as part of a team
Willingness to learn and adapt in a dynamic business environment
Tech-savvy
Job Types: Full-time, Permanent
Pay: £23,000.00-£30,000.00 per year
Additional pay:
Bonus scheme
Commission pay
Benefits:
Working for a B-Corp organisation
Canteen
Casual dress
Company events
Company pension
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Schedule:
Monday to Friday
- Experience
- Required
- Employment
- Full-time
- Schedule
- Monday-Friday
- Salary
- £25,000 – £30,000 yearly
- Benefits
- Commission. Life insurance. Wellbeing programme with monetary benefits
Geraldine Road, WR14 3SZ, Malvern
Insurance AgentMalvern
Insurance agency • 11-50 Employees
Hiring on JOB TODAY since March, 2025
Fuelled is an innovative insurance brokerage that has recently become B-Corp certified and pledged to the 1% for the planet - our ethos is to not only deliver exceptional service to our clients, but also provide an outstanding place to work
kay-le darrahActive 20 hours ago
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