At a Glance
- Tasks: Provide exceptional customer service and handle insurance enquiries with a proactive attitude.
- Company: Join a dynamic agency with a friendly team and strong community ties.
- Benefits: 25 days annual leave, extra day off for your birthday, and professional development support.
- Other info: Office-based role; driving license and transport needed due to rural location.
- Why this job: Grow your career in insurance while making a real difference for customers.
- Qualifications: At least 1 year of experience in insurance or financial services required.
The predicted salary is between 26100 - 31900 £ per year.
The Role
NFU Mutual South Somerset is a modern and dynamic agency, starting a new era as a merged business covering the previous Ilminster and Yeovil agencies. PLEASE NOTE: this is an office based role and you will need to live within travelling distance for your application to be considered. We are looking for a key team member to join us on this journey. Please only apply for this role if you are able to meet our requirement of at least 1 year of experience working in insurance or financial services.
Providing exceptional customer service, you will handle enquiries, provide insurance quotations and undertake insurance transactions and general sales tasks with a ‘can-do’ proactive attitude. You will also maximise inbound sales opportunities, cross selling to existing clients and assisting with renewal retention by using your excellent telephone manner to make the most of every call. You’ll need to be used to working to targets, and ideally have worked in an insurance or financial services role before.
NFU Mutual South Somerset believes in allowing our team members to grow and develop and as such, we are looking for someone with a desire to grow their career in insurance. In return, we offer a comprehensive training package in-house, and offer further support for professional insurance-based qualifications.
Duties Include:
- Review and advise upon customer general insurance requirements
- Process all customer instructions for policy amendments to meet required completion standards
- Identify and initiate cross-selling opportunities and activities to new and existing customers
- Acquire and maintain knowledge of NFU Mutual General Insurance products, as applicable to product licences
- Obtain appointments for our Financial Advisor
- Working within Compliance Framework required by the Company / Financial Conduct Authority (FCA)
- Use of Microsoft Outlook, Word & Excel as a minimum.
This successful candidate would need a driving license and their own transport due to the rural location of the office.
Working week: Monday – Friday 9.00am - 5pm, 1 hour lunch break
Benefits: 25 days Annual Leave plus Bank Holidays, and an extra day off for your birthday. Employer contribution to our Nest Scheme when you enroll with employee contributions.
Previous applicants need not apply.
About us: NFU Mutual South Somerset (Newport, Clifton & Wheeler) provides a professional and local service located within the community on the Dillington Estate, 1 mile East of Ilminster town. We believe in offering the personal touch and treating customers as individuals. We are one of the UK’s leading insurance providers. Most importantly, we have a small but very welcoming and friendly team. Please note you'll be employed by an Agent of NFU Mutual, not NFU Mutual directly.
Job Types: Full-time, Permanent
Insurance Advisor in Ilminster employer: NFU Mutual (OJ Newport, AJ Clifton & ECSL Wheeler) Careers
NFU Mutual (OJ Newport, AJ Clifton & ECSL Wheeler) Careers provides a supportive environment for employees looking to grow in the insurance industry. With a focus on exceptional customer service and proactive sales strategies, the company fosters a culture of teamwork and client satisfaction.
Contact Details:
NFU Mutual (OJ Newport, AJ Clifton & ECSL Wheeler) Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Advisor in Ilminster
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like NFU Mutual (OJ Newport, AJ Clifton & ECSL Wheeler) Careers). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like NFU Mutual (OJ Newport, AJ Clifton & ECSL Wheeler) Careers. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Insurance Advisor in Ilminster
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at NFU Mutual (OJ Newport, AJ Clifton & ECSL Wheeler) Careers.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at NFU Mutual (OJ Newport, AJ Clifton & ECSL Wheeler) Careers. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at NFU Mutual (OJ Newport, AJ Clifton & ECSL Wheeler) Careers
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at NFU Mutual (OJ Newport, AJ Clifton & ECSL Wheeler) Careers to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at NFU Mutual (OJ Newport, AJ Clifton & ECSL Wheeler) Careers, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding NFU Mutual (OJ Newport, AJ Clifton & ECSL Wheeler) Careers's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
