Customer Service Advisor

6 months ago

ApplebyinWestmorland, United Kingdom NFU Mutual Full time

Customer Service Advisor


Insurance role with full training + development + progression opportunities 
Monday-Friday 9am-5pm. No weekends 
Join a thriving team passionate about employee engagement 

About the Role

As an NFU Mutual Customer Service Advisor you’ll be the backbone of the team in our Appleby Agency where you’ll deliver the best possible customer service to new and existing customers. This is a truly varied role where you’ll have the opportunity to focus on your own continuous development. 


We’re a team that puts our customers at the heart of everything we do. It’s what we’ve built our reputation on and as a Customer Service Advisor you’ll focus on bringing your personality to the role and establishing long term, effective relationships with new and existing customers. We’re all about warm personalities, quality conversations and a customer-first attitude, so you’ll be fully trained before promoting and selling NFU Mutual products and services that meet our customer’s needs. 


As part of our thriving team, you’ll handle a wide range of general insurance queries, both face to face and over the telephone. Whilst building great relationships, you’ll cross-sell our varied product range to give our customers a service that truly suits their needs whilst maximising sales opportunities.


In our commitment to providing exceptional service to our customers, we aim to offer comprehensive support for their various financial requirements. To actively contribute to this endeavour, you’ll promote the array of services offered by our Financial Advisors. Your objective will be to cultivate customer interest in these services, ultimately leading to the scheduling of appointments with our Financial Advisors.


We’ll provide everything you need to develop your knowledge and skills to ensure you provide the best possible service to our customers when discussing NFU Mutual products and services professionally and compliantly.


Always delivering a consistently good experience to customers, you’ll meet the requirements and standards of NFU Mutual, the Training and Competence Scheme and our regulators. 



This role is subject to the requirements of the Insurance Distribution Directive. Role holders will be required to evidence ongoing relevant continuous professional development, along with re-screening to evidence that Good Repute standards are maintained. Further information can be found in the FCA Handbook.

About You

Whatever your background, you’re enthusiastic, with a strong willingness to learn and open to new ideas. You bring an approachable style to building relationships with customers and colleagues alike. You’re patient and reassuring, and always willing to go at the customers’ pace. You can communicate effectively in writing and verbally, with a strong attention to detail and excellent phone manner. You’ll make our insurance customers feel comfortable, whether you’re discussing a policy renewal, answering general queries, or looking at new insurance opportunities. To join our team, you will have: 



Experience working with a customer service environment 
Experience of working within a regulated environment would be desirable however not essential as we will provide you with all of the training you need to be successful within this role 
Demonstrate strong organisational skills and effective time management

At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees.


We recognise that some candidates may experience barriers during the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process. 


We're proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background. 

Rewards & Benefits

When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:



Salary up to £23,000 depending on experience
25 days plus bank holidays
Contributory pension scheme

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