CUSTOMER SERVICE & SALES ADVISER

NFU Mutual

Job Description

CUSTOMER SERVICE & SALES ADVISER

  • Insurance role with full training + development + progression opportunities
  • Office based in Yeovil, Monday-Friday 9am-5pm. No weekends!
  • Join a thriving team passionate about employee engagement
  • About the role

    Exciting opportunity for two new recruits to start their insurance career!

    As an NFU Mutual Customer Service & Sales Advisor you'll be the backbone of the team in our Yeovil 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 & Sales 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 customers needs.

    As part of our thriving and vibrant team, you'll handle a wide range of customer queries within the agency with a view to delivering maximum profitable growth. Your day-to-day tasks will include reviewing and amending policies, managing correspondence, processing renewals as well as providing quotations - all whilst building long-lasting customer relationships. 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

    You bring a positive and enthusiastic attitude, always eager to learn and embrace new ideas. As a true team player, you excel in building strong, approachable relationships with both customers and colleagues. Your patience and reassuring nature allow you to meet customers needs, ensuring they feel comfortable and confident. Whether you're discussing policy renewals, addressing general inquiries, or exploring new sales opportunities, you are dedicated to providing excellent service. You also thrive working independently, taking initiative while contributing to the team's overall success. To join our team, you will also have:
    Experience working within customer service preferably within a similar environment (ideally within a telephone-based role)
    Proven ability to identify sales opportunities and effectively sell our products through exceptional service.
    Ability to demonstrate excellent attention to detail skill and accuracy skills
    Strong communication skills, with the ability to effectively engage and convey information over the telephone.
    Strong computer literacy skills
    As a large percentage of our customers are farmers, any interest or knowledge of farming or agriculture would be beneficial but isn't essential.

    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.

    Benefits and Rewards

    Salary up to £27,000 per annum
    Contributory pension scheme
    25 days annual leave + bank holidays

    Working at NFU Mutual

    We're one of the UK's leading general insurance and financial services companies. For over 110 years we've put our customers at the heart of everything we do. Our people are just as important to us.

    We pride ourselves on being "a great place to work" and our Gallup Exceptional Workplace 2025 award was not only awarded with Distinction but also named us as the first UK-based company to receive a Gallup Exceptional Workplace for ten years in a row. We were also named in the LinkedIn Top 25 Companies List 2021, the Glassdoor Best Places to Work UK List 2023 and 2024, and were recognised as a certified UK Top Employer by the Top Employers Institute in 2023, 2024 and 2025.

    We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, so we are successful now and in the future.

    Good luck with your application