At a Glance
- Tasks: Deliver excellent customer service and manage your own portfolio of insurance clients.
- Company: Join NFU Mutual, a supportive and growing team in Central Lancashire.
- Benefits: Enjoy 25 days annual leave, pension contributions, and healthcare cash plans.
- Other info: Receive full training and enjoy opportunities for professional development.
- Why this job: Build strong relationships and make a real impact on local businesses.
- Qualifications: Sales or customer service experience is essential; insurance experience is a plus.
The predicted salary is between 28000 - 28000 £ per year.
Are you passionate about delivering excellent customer service and building long-term relationships? We are looking for a proactive and personable Insurance Advisor to join our growing Commercial Team at NFU Mutual Central Lancashire. This is a fantastic opportunity for someone who enjoys working closely with customers, managing their own portfolio and becoming a trusted point of contact for local businesses.
You will play a key role in growing and retaining SME business across a broad range of industries, working closely with colleagues, insurers and customers to provide tailored insurance solutions and high-quality advice. You will undertake a full training programme to enable you to understand and deliver NFU Mutual’s products and services.
The Role- Handle renewals, mid-term adjustments and customer queries
- Build strong relationships with customers and understand their individual business needs
- Provide tailored advice and recommendations and enhance customer protection through additional products and services
- Handle a portfolio of commercial insurance renewals
- Identify opportunities to strengthen customer retention and growth
- Work collaboratively with the wider team to deliver excellent customer outcomes
- Prepare and review documentation with a high level of accuracy, ensuring all activity is completed in line with regulatory and compliance requirements
- Sales or customer service experience in a customer facing environment is essential
- Previous experience in a regulated environment such as insurance or financial services is preferred but not essential
- Enjoys speaking with customers and delivering high levels of service
- Has excellent communication and relationship-building skills
- Organised, proactive and able to manage workloads effectively
- Demonstrates attention to detail and professionalism
- Enjoys working as part of a close team environment
- An established and supportive commercial team
- A varied and interesting portfolio of private and commercial clients
- 25 days annual leave + bank holidays and no weekends
- Pension Contribution, Death in Service + Healthcare cash plan
- Training and support to develop your insurance knowledge
- Opportunities for professional development and progression
- A modern office environment with a collaborative team
Please note, you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.
Insurance Customer Advisor employer: Work In Progress HR
At NFU Mutual Central Lancashire, we pride ourselves on being an excellent employer that values customer service and employee development. Our supportive work culture fosters collaboration and growth, offering comprehensive training programmes and opportunities for professional advancement. With a modern office environment and a focus on building long-term relationships with clients, we provide a rewarding experience for those looking to make a meaningful impact in the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Customer Advisor
✨Tip Number 1
Get to know the company! Research NFU Mutual and understand their values and services. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your customer service skills! Since this role is all about building relationships, think of examples from your past experiences where you've gone above and beyond for customers. Be ready to share these stories during your interview.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider knowledge about the company culture and might even lead to a referral, which can boost your chances of landing the job.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows that you’re proactive and serious about joining the NFU Mutual team. Don’t miss out on this opportunity!
We think you need these skills to ace Insurance Customer Advisor
Some tips for your application 🫡
Show Your Passion for Customer Service:When writing your application, let your enthusiasm for delivering excellent customer service shine through. We want to see how you’ve built relationships in the past and how you can bring that same energy to our team.
Tailor Your Application:Make sure to customise your application to highlight your relevant experience in sales or customer service. We’re looking for someone who understands the importance of a personalised approach, so show us how you can meet individual business needs.
Attention to Detail is Key:As an Insurance Customer Advisor, accuracy is crucial. Ensure your application is free from typos and errors. This reflects your professionalism and attention to detail, which are essential traits for the role.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the process. We can’t wait to hear from you!
How to prepare for a job interview at Work In Progress HR
✨Know Your Stuff
Before the interview, make sure you understand NFU Mutual's products and services. Familiarise yourself with common insurance terms and concepts, as well as the specific needs of SMEs. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've excelled in customer service. Think about times when you built strong relationships or resolved issues effectively. This will highlight your ability to connect with clients and provide tailored advice, which is crucial for this role.
✨Be Proactive and Personable
During the interview, let your personality shine through! Show enthusiasm for working closely with customers and being a trusted point of contact. Use a friendly tone and engage with the interviewer, as this reflects the proactive and personable nature they’re looking for.
✨Demonstrate Attention to Detail
Since accuracy is key in handling documentation and compliance, be prepared to discuss how you ensure attention to detail in your work. You might want to share specific strategies you use to stay organised and manage your workload effectively, as this will resonate well with the interviewers.
