Job Description

The role

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Insurance Executive

Salary: 23,000 to 27,000 (dependent upon experience)

Full Time position: Monday - Friday - 9am till 5pm - hour for lunch unpaid

Comprehensive on-going training and development

Location: Kingsteignton, Newton Abbot (Free Parking)

Permanent Contract

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 Newton Abbot Agency.

About the role:

Manage Client Accounts: Oversee existing customer accounts, processing changes to commercial, personal, and motor policies. Client relationships: Engage and build relationships with existing customers by reviewing policies at renewal stage. Business Generation: Identify, develop and generate General Insurance, Financial Services and Risk Management Leads from existing and new customers to meet relevant targets and reinforce the relationship and the reputation of NFU Mutual. Cross-Selling: Promote additional financial lines policies, cover enhancements and Risk Management Services to existing clients. New Business Development: Identify and pursue new business opportunities through prospecting, referrals, and lead generation to expand our client base. Customer Engagement: Engage with prospective and existing clients to understand their insurance needs and recommend suitable products and services. Customer Understanding: Present and explain insurance policy options in a clear and compelling manner, ensuring clients are fully informed and confident in their decisions. Teamwork: Working as a team to achieve financial targets through selling and servicing of products; Customer Service: Build and maintain strong client relationships to encourage renewals, cross-selling of Financial Services and Risk Management Services, and long-term loyalty. Documentation: Prepare and deliver accurate renewals, mid-term alterations, quotes, proposals, and policy documentation in line with company standards and regulatory requirements. Industry Knowledge: Stay updated with industry trends, product knowledge, and regulatory changes to provide expert advice and maintain compliance (training provided to enable this). Internal Communication: Collaborate with underwriters and other internal teams Record Keeping: Maintain accurate records of client interactions, activities, and policy details using CRM systems and reporting tools.

About you

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A positive, can-do attitude who is committed to learning and development and ready for the challenge of being part of a team.

Ideally to apply for this role you should:

Thrive in a dynamic, team-oriented environment. Demonstrate a willingness to learn and develop professionally. Possess a confident telephone manner and strong IT skills. Hold a minimum of 5 GCSEs at grade A-C (or equivalent), including Maths and English. or be able to demonstrate the relevant work experience. Have previous insurance experience (preferred but not essential). Experience in a similar customer focused or administrative role is warmly welcomed Live within a commutable distance to the Newton Abbot Agency.

Our commitment to you:

NFU Mutual's Newton Abbot Agency 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.

Benefits:

A comprehensive training package Professional, hardworking yet supportive and friendly environment 23 days on starting with the agency, 24 days when probation is completed and passed successfully, 25 days after 1 years' service plus Bank Holidays NEST Pension scheme Health benefit scheme in place Career progression opportunities

This role falls under the Insurance Distribution Directive. This means there is a requirement for Continuous Professional Development in role, in addition to ongoing screening checks once in post.



Please apply in writing with CV and covering letter to: lucy_thomas4@nfumutual.co.uk

Closing date for all applications: 15th August 2025 or earlier if we receive a high volume of applicants.

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