Insurance Advisor

As Insurance Advisor within our growing team, you will play a key role in the success of an expanding local business, ensuring the office runs like clockwork and our customers are always happy.

• Initially you will provide sales and service for personal lines customers converting quotes into new and additional business. As you gain more experience we will train you in our Commercial licenses so you can assist our business customers.


• Review customer policies and help retain business


• Process all customer instructions for policy amendments


• Record and manage customer leads using our CRM system, Microsoft Dynamics


• Identify and initiate cross-selling opportunities


• Initiate proactive sales activity to create new business opportunities for the Agency


• Acquire and maintain knowledge of NFU Mutual General Insurance products, as applicable to product licences


• Spot opportunities to introduce customers to our Financial Adviser


• Perform other duties as assigned
  
  Professional, hardworking with an attention to detail and a 'can-do' attitude


• Good organisational skills and the ability to manage a busy workload and prioritise tasks


• A confident and effective communicator both verbal and written


• Competence with Microsoft Office Suite and able to adapt to company systems


• A minimum of 5 GCSE passes (grade 4 or C above or equivalent) which must include Maths and English.


• Desirable but not essential to have a minimum of two A level passes or relevant insurance industry experience with CII professional qualifications
  
  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 Riding Agency.


• 25 Days annual leave plus Bank Holidays


• Your birthday off each year


• 35 hours a week with no weekends or evenings


• Competitive salary with opportunity for progression


• Enrolment to Westfield Health Scheme after successful probation period