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Job Detail

  • Offered Salary 1000

Job Description

Customer Retentions Advisor

Salary: £24,000 – £25,000 per annum

Location: Bournemouth/Poole area

Hours: 37 ½ hours per week

Contract: Full Time, Permanent

Our client, a highly respected specialist insurance company, is looking for a passionate and professional individual to join their Retentions/Renewals team.

Working as a Retention Advisor, your role is to retain existing policy holders in the household Insurance market.

In this telephony-based position, you will manage a portfolio of customers whilst working with Insurers, management agencies and the administration team to ensure continued retention of existing business ensuring you meet the clients diverse customer needs and requirements.

Main Responsibilities:

  • Managing clients within the retention cycle
  • Making outbound calls to existing customers to discuss their upcoming renewal
  • Adherence to the requirements laid out by the FCA in terms of compliance and customer risk
  • Build relationships with 3rd party Insurers and Underwriters
  • Upselling additional products, seek cross sale and referral opportunities where applicable
  • Providing first class customer service through advice and expertise


In order to be successful in this Retentions role, our client is looking for someone who has:

  • Excellent communication skills – listening and building relationships with customers as it’s important that you really get to know and understand their requirements.
  • You have amazing problem-solving skills –you will need to come up with tailor made solutions as our client doesn’t have a “one size fits all” approach for their customers
  • No previous experience required as our client offers on-site training, workshops, coaching and will support you through industry qualifications.
  • Professional and ambitious
  • A great team-player


In return for your hard work and commitment, our client offers fantastic benefits including:

  • 25 days holiday, increasing to 27 days through service (plus bank holidays)
  • Access to a Healthcare Cashplan, which gives you access to lots of different benefits
  • Excellent training and development schemes with accelerated career progression
  • Company funded CII professional qualification
  • Enhanced maternity and paternity policies
  • Cycle to work loan scheme
  • Discount on gym membership across the UK
  • Access to discounted personal health policies as well as a range of insurance products including home, motor, travel, specialist vehicles, critical illness, private medical, income protection etc.
  • Access to hundreds of high street retailer discounts
  • Employee Assistance Programme

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