Customer Service Executive (Insurance)
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Position Overview & Specifications
Permanent
Full-time
Fareham
Meraki Talent is working with one of the UK’s leading Financial Services organisations to appoint a Customer Service Executive to their life insurance team on a full-time, permanent basis. This opportunity offers a starting salary of £25,000 plus uncapped commission and the opportunity for career progression within your first year.
*It is important to note that monthly tagets are achievable with a high number of consultants surpassing expectations*
The purpose of the Customer Service Executive is to guide customers on insurance options, selling products, and achieving monthly sales targets.
Other responsibilities include:
- Engaging with customers daily to educate them on the importance of protection. This is not a hard sale
- Managing daily leads
- Prioritising workload
- Adhering to compliance requirements
- Accurately recording customer details
- Actively seeking out knowledge to stay up to date on product offerings
- Ongoing training and a willingness to receive feedback are also important aspects of this role
Experience in life insurance would be beneficial but not essential.
You will possess a strong customer focus along with adherence to company processes and values.
Characteristics of a successful applicant:
- Engaging
- Motivated
- Driven
- Empathetic
- Relatable
- Be able to consultatively sell
Is this job for you?
Lauren wants: Sales, Customer Service, Telephony, Call Centre, Life Insurance Experience, Financial Services Experience
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Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: General
Based on transatlantic hiring benchmarks for Customer Service Executive (Insurance) roles across Meraki's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to General.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £25,000 - £25,000 bracket, including retirement vesting and health parity.
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