Customer Service Agent

  • Cardiff Bay
  • Full-time, Permanent
  • £18,000 a year 

Main Job Functions

  • Respond to large volumes of customer contact by telephone, in writing and through our online chat facility, ensuring required service levels are met
  • Deal with customer enquiries relating to Source Insurance and Source Finance
  • Adhere to regulatory requirements of the FCA and other governing bodies
  • Deliver exceptional customer service through all types of customer contact
  • Demonstrate good attention to detail by processing requests accurately and within agreed timescales
  • Follow communication scripts where necessary
  • Identify customer needs and clarify information to effectively resolve each query
  • Update customers’ records on our in-house databases
  • Meet personal qualitative targets
  • Manage customer expectations appropriately
  • Create a positive customer experience
  • Educate customers on our products/available services
  • Research required information using available resources


  • Strong customer focus coupled with a ‘can do’ work ethic
  • Strong verbal and written communication skills
  • Ability to multi-task, set priorities and manage time effectively
  • Ability to work well as part of a team
  • Excellent organisation and prioritisation abilities
  • Computer literate
  • Problem analysis and problem solving skills
  • Flexibility to meet business requirements
  • Adaptability


  • On-site parking
  • Bonus scheme
  • Casual dress
  • Company events & social hours
  • Education reimbursement

Please send your CV and cover letter to