Customer Insurance Specialist – Retail & Business Banking

About the role

Join Santander’s Wealth Management & Insurance division as a Customer Insurance Specialist in Glasgow. You will work in a dynamic contact‑centre environment, helping customers understand their insurance needs and guiding them to the right solutions.

Key responsibilities

• Engage customers in clear, balanced conversations to identify insurance requirements and present suitable products.
• Deliver an excellent customer experience through inbound calls and scheduled follow‑up appointments.
• Take ownership of personal development, building product knowledge while operating within a regulatory framework.
• Adhere to policies, guidelines and regulatory requirements to ensure positive customer outcomes.
• Explain complex insurance information in simple, customer‑centric language.

Required profile

• Contact‑centre experience (preferred) and telephony experience (preferred).
• Insurance knowledge (preferred) and fluency in English (required).
• Right to work in the United Kingdom (required).
• Experience in a customer‑focused environment (required).

Required skills

• Proficiency with Microsoft Excel.
• Proficiency with Microsoft Outlook.
• Proficiency with Microsoft Word.
• Proficiency with Microsoft Teams.