Customer Support (Retention Team) Full Time NEW

We’re one of the UK’s leading Life Insurance Brokers, and we’re on the hunt for passionate and friendly people to join our Retention Support team. Think meaningful conversations, a supportive team, and the chance to genuinely change lives by helping families stay protected. We’ve featured in the Sunday Times ‘Best Companies to Work For’ list, and our Trustpilot reviews speak for themselves! But don’t just take our word for it, go ahead, check us out!

Provisional Start: ASAP

Based in: Milton Keynes

Working Pattern: Monday to Friday, 9am – 6pm

Final interview date: Friday 5th June

What you’ll be doing:

• Supporting the Retentions Team by completing daily administrative tasks.
• Take inbound calls from customers and pass them over to their advisor.
• Managing lapsed policy notifications from insurers and uploading them to our dialling system.
• Manage your diary and workload confidently, taking ownership of your day while collaborating with your team toward shared goals.
• Share ideas and feedback to improve processes, profitability, and the overall customer experience.
• Stay up to date with insurer processes, attend training and webinars, and complete 15 hours of CPD annually.
• Occasionally you’ll be expected to reach out to families by phone, whose Life Insurance policies are at risk of lapsing, understand their situation, and help them stay protected.

We’re looking for:

• Excellent communication skills.
• Experience in an office-based administrative environment is essential.
• Resilience and empathy. This is a fast-paced, people-first role.
• The ability to work both independently and collaboratively within a supportive team.
• Experience handling reinstatements, missed premiums, or lapse warnings with life insurance providers is a bonus!

What’s in it for you?

• £27,500 basic salary
• Quarterly performance-based bonus
• Industry-leading training & ongoing development
• Life, Critical Illness & Income Protection cover
• Buy/Sell up to 5 days of holiday
• Your birthday off
• Recognition and rewards for delivering great outcomes
• …And much more!

What’s the application process like?

• Click ‘apply’ and upload your CV (yes, we genuinely read them!).
• If you’re a match, Sophie will be in touch for a short telephone interview.
• From there, you’ll be invited to an in-person interview at our Milton Keynes office.
• We keep you updated at every stage. No ghosting here!