Job Description

Customer Service Advisor

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Starting at 22,500 and rising incrementally after successfully completing all training requirements.

Full Time

Permanent Contract

Location: Appleby in Westmorland

34 hours a week over 4 days

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 North Lakes & Appleby Agency.

About the Role

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We are looking for a Customer Service Adviser working from our modern office located in our Appleby Branch in Cumbria.



On a day-to-day basis you will be dealing with new sales enquiries, existing policy changes and providing administrative support, all with a 'can-do' proactive enthusiasm.



The chances are, you'll have already worked in a similar role, you will have an excellent telephone manner and be willing to go above and beyond to provide a first-class customer experience. You will enjoy working in a busy team environment and being proactive to support the growth of the business.



In return, you can expect full training in a friendly and supportive environment, enabling you to grow and develop in your role.

Typical Duties

Responding to customer enquiries over the telephone or face to face in the branch
Acquiring and maintaining a knowledge of NFU Mutual General Insurance products
Reviewing and advising customers on their general insurance requirements
Enabling cross-selling opportunities to new and existing customers
Administering all customer instructions to completion and compliance standards
Processing and dispatching renewal documentation
Producing correspondence to required timeframes and quality standards
Developing and sustaining effective working relationships with customers and all members of the Agency
Obtain customer appointments for our financial advisor
Handling customer payments / accounts queries / banking

About You

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Determined with a strong willingness to learn
Able to communicate effectively, both written and verbal
Able to problem solve and use own initiative and judgement
Willing to work as part of a team
Practical and hands-on attitude with strong attention to detail
Organised and hardworking
Well-mannered and presentable for the role
Reliable and dependable
Seeking to uphold standards
Demonstrates attributes of honesty, integrity, due skill, care and diligence
Desire to build a long-term career with NFU Mutual
Previous sales and customer service experience an advantage.

Our commitment to You

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A focus on your professional development, with full training provided.

Benefits

Contributory pension scheme
34 hours a week over 4 days
25 days annual leave (inclusive of UK bank holidays)
Flexitime enabling you to earn up to an extra 4 days off each year
Free Parking


Please apply in writing with CV and covering letter to:

stephanie_harper@nfumutual.co.uk

Closing date for all applications:

22nd August 2025

Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.