Financial Policy Specialist

Financial Policy Specialist

Full-Time 26500 - 26500 £ / year (est.) Working from home possible
Agria Pet Insurance

At a Glance

  • Tasks: Support customers with policy renewals and provide tailored insurance solutions.
  • Company: Join Agria Pet Insurance, a leading pet insurance provider passionate about animal welfare.
  • Benefits: Competitive commission, 25 days leave, health support, and discounts for you and your pets.
  • Other info: Fully remote work option available, with a strong focus on career growth and wellbeing.
  • Why this job: Make a real difference for pet owners while working in a supportive, pet-loving environment.
  • Qualifications: Experience in customer retention and excellent communication skills are essential.

The predicted salary is between 26500 - 26500 £ per year.

We’re looking for a Customer Retention Specialist to join our busy team here at Agria Pet Insurance where you’ll support our customers who are coming to the end of their current policy and want to discuss their renewal with us. A key part of your role will be to actively listen to any customer queries and then work with them to fact find and understand any changes to their policy details and circumstances. You will then utilise your training and our systems to offer the customer the most suitable products and price for their upcoming insurance needs. You’ll be enthusiastic about our products and be able to talk confidently to our customers, making sure they understand everything about their policy and quotation. This role can be based fully remote or from our Aylesbury, Buckinghamshire office once a week (every Wednesday). The start date for this role is Monday 10th August 2026 and you will be required to attend a two week, in office induction when you start (accommodation provided for remote workers). You must be able to commit to these arrangements and start date in order to be considered for this role.

What you’ll be doing:

  • Handle all retention & renewal calls, both inbound and outbound, to ensure optimal rate of retained and renewed policies.
  • Outbound calling including but not limited to; retention and renewal, breeders, requesting information for claims and underwriting of new policy applications.
  • Objection handling including but not limited to; policy cancellations, premium increases, Claims decisions.
  • Support and advise Sales and Customer Service agents with complex queries.
  • Be the escalation point for complex queries and carry out required investigations to find a satisfactory resolution.
  • Handle any calls that overflow from Sales or Customer Service to maintain required service levels.
  • Record and maintain accurate policyholder information using the in-house computer systems.

What we’re looking for:

  • Previous experience of working in a customer retention environment with a passion for providing great customer service.
  • Good initiative and problem solving skills.
  • Ability to overcome customer objections and drive a positive resolution through excellent communication skills (questioning and listening).
  • Good computer skills – able to take in-bound calls whilst navigating our in-house system.
  • Confident communicator.

Why choose Agria Pet:

Agria Pet Insurance is one of the UK's leading specialist pet insurance providers. We only provide lifetime insurance for animals, so truly understand and care about our customers and their beloved pets - especially as most of our team are pet parents, and we’re all animal-lovers. Our passion for pets means that we are trusted by The Royal Kennel Club, Lloyds and many other significant affinity partners to provide lifetime pet insurance in their names. Working closely with animal welfare organisations, vets and breeders, gives us deep insight on what’s best for pets. And we give back too - including supporting hundreds of animal rescues, protecting over 100,000 rescued animals, and through donations of over £2m to animal charities. We are a strong, growing business, having doubled our GWP in the last 5 years, with a supportive ethos and family feel. We became one of the UK’s Best Workplaces™ in 2023, 2024 and again in 2025, we have the top 4 slots on Which? Best Buy pet insurance, are ranked 4.8 on Trustpilot (higher than any other pet insurance provider) and we are extremely proud to be the only carbon negative pet insurer in the UK.

What we offer:

  • Competitive commission structure – realistic OTE of £30,000 - £32,000 in your first year.
  • 25 days annual leave which increases with service, plus bank holidays.
  • Opportunity to buy/sell up to 5 days annual leave per calendar year.
  • Pension and Life Assurance scheme.
  • Access to 25% off insuring your pet with Agria. Friends and family are also entitled to a discount too.
  • We aim to support the health and wellbeing of all our colleagues so you’ll have access to a Health Cash Plan, mental health support and health and wellbeing platforms, including Headspace.

Financial Policy Specialist employer: Agria Pet Insurance

Agria Pet Insurance is an exceptional employer, renowned for its supportive and family-oriented work culture that prioritises the well-being of both employees and their beloved pets. With a competitive commission structure, generous annual leave, and a commitment to employee growth through training and development, Agria fosters an environment where team members can thrive while making a meaningful impact in the pet insurance industry. Additionally, the company's recognition as one of the UK’s Best Workplaces™ and its dedication to animal welfare make it a truly rewarding place to work.

Agria Pet Insurance

Contact Details:

Agria Pet Insurance Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Policy Specialist

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Agria Pet Insurance. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Financial Policy Specialist

Customer Retention
Active Listening
Problem Solving Skills
Objection Handling
Communication Skills
Computer Skills
Policy Knowledge

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Agria Pet Insurance.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Agria Pet Insurance's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Agria Pet Insurance

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Agria Pet Insurance.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Agria Pet Insurance will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Agria Pet Insurance employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.