The Position is 5 days a week (Monday to Friday) 35 Hours
Introduction to NFU Mutual
NFU Mutual offers a wide range of products and services, including general insurance, life, pensions and investments and has been providing quality insurance for its customers, for over 110 years. We carefully balance delivering excellent service to our customers whilst ensuring the business is run effectively. As a mutual, supporting our customers and paying their claims comes first. We are a top ten UK insurance company and the UK's largest rural insurer, with an agency network of over 250 local offices.
About the Agency
As a local agency of NFU Mutual we deliver a first-class service, and sell their product range across our region, to customers old and new, who are at the core of everything we do. We are a business where honesty, integrity, and trust are at the heart of our values. We champion the personal approach to customer service that NFU Mutual are famous for.
An exciting opportunity has now arisen within the Bridgend/Swansea Agency.
About the role:
Kelly, Conlon and Tudor Agency of NFU Mutual has an exciting vacancy for a Commercial Account Director.
We are looking for an enthusiastic individual to assist the Agents in servicing and renewing a portfolio of existing large commercial accounts.
In this role, you will act as the day to day contact for these customers, administering policy amendments, dealing with general customer enquiries and establishing long term and effective relationships by:
Providing first hand support to the agency Partners and their clients which includes managing their renewal book, administration and processing of general insurance policies
Providing first class service to our clients whilst demonstrating the expert advice and knowledge we are known for.
Handling general enquiries, new quotations, policy alterations, sales tasks, Claims processing and management, renewals and administration with a can-do proactive attitude.
Identifying and advising on a wide range of products to ensure we are fully protecting our clients which will include utilising our financial and risk management proposition.
Liaising with underwriters and other key stakeholders regarding customer requirements.
Building and maintaining long term relationships with our clients and other stakeholders.
Transacting business and documentation compliantly within FCA requirements and always with a 'customer-centric' approach.
Creating opportunities to cross sell our range of products
Researching and building knowledge in our core sectors
About you
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Ability to build relationships through effective written and verbal communication skills both on the phone and face to face.
Excellent attention to detail and organisational skills.
Able to work to strict deadlines within a compliant environment and manage a complex workload.
Strong IT skills especially Microsoft Office and quick to adapt to new systems.
Hard working and a great team player
Be able to problem solve and use own initiative whilst demonstrating attributes of honesty, integrity, skill, due care and diligence.
A desire to be the best
Be highly self motivated
Have a people orientated approach.
Possess effective time management, negotiation and relationship building skills
Qualifications
You will have the following:
Previous business to business sales experience
Industry experience & knowledge would be an advantage but not essential
Prepared to work towards professional qualification (CII)
A full driving license and your own vehicle is essential as you will be required to travel to customer's premises and regional Service Centres
Our commitment to you:
NFU Mutual Bridgend/Swansea believes in supporting our team members to grow and develop. We offer a professional, hardworking yet supportive and friendly environment with a strong team ethos and ethical practices. We offer a comprehensive training package In-house. We also fully fund chartered insurance institute qualifications.
Benefits:
Competitive salary negotiable upon experience, Free Parking, Team Events, Company Pension, Career progression, Medi cash plan, 25 days holiday plus bank holidays, Income Protection and life cover.
Please apply in writing with CV and covering letter to:
andrew_morris@nfumutual.co.uk or call the office on 01656 337426.
Please note your data will be stored until 31/12/2025
Closing date for all applications: 30/11/2025.
Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.
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