Account Handler

NFU Mutual; Bridgnorth; On-site; GBP 24,000 - 28,000; Full time

Benefits offered by this job

Full-time role

Supportive local team

Structured training

Holiday entitlement

Workplace pension

Job summary

NFU Mutual Bridgnorth Agency is seeking an Account Handler for a full-time, permanent position based in Bridgnorth. You will support Agents with day-to-day account management and deliver high-quality personal service to customers.

Key duties include preparing documents for reviews, maintaining accurate records, handling enquiries, and assisting with renewals and new business. Strong organisational and communication skills are essential.

Qualifications

• Strong organisational and administrative skills to support managing multiple customer accounts.
• Strong written and verbal communication skills.
• Proactive, professional and customer-focused approach.
• Good attention to detail and accuracy in recording information.
• Ability to prioritise tasks, manage a varied workload and meet deadlines.

Responsibilities

• Assisting the Agents with managing customer accounts and day-to-day administrative support.
• Preparing account information, correspondence, policy documents and other materials for customer meetings and reviews.
• Building and maintaining strong relationships with existing and prospective customers.
• Handling customer enquiries by telephone, email and in person in a professional and helpful manner.
• Supporting customers with new business, renewals and changes to their insurance policies.
• Gathering accurate information to understand customers’ circumstances and insurance requirements.
• Maintaining accurate and up-to-date customer records and ensuring account actions are completed promptly.
• Liaising with customers, colleagues and NFU Mutual teams on behalf of the Agents to provide a smooth and responsive service.
• Monitoring outstanding account actions, following up where required and helping the Agents manage priorities and deadlines.
• Identifying opportunities to support customers with wider insurance needs and referring enquiries to the appropriate colleague.

Skills

Organisational skills

Administrative skills

Communication skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Teamwork

Attention to detail

Multitasking

Willingness to learn

Education

GCSE English and Maths

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Office systems

Job description

The role

Account Handler

Full Time position

Permanent Contract

Location:NFU Mutual's Bridgnorth Agency

Monday to Friday, 9:00am to 5:00pm

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.

About the role

An exciting opportunity has now arisen within the Bridgnorth Agency. As an Account Handler, you will play an important role in supporting the Agents with the day-to-day management and administration of customer accounts, while helping the Agency deliver the high standard of personal service for which NFU Mutual is known.

Key duties and responsibilities

• Assisting the Agents with managing customer accounts and providing day-to-day administrative support.
• Preparing account information, correspondence, policy documents and other materials for customer meetings and reviews.
• Building and maintaining strong relationships with existing and prospective customers.
• Handling customer enquiries by telephone, email and in person in a professional and helpful manner.
• Supporting customers with new business, renewals and changes to their insurance policies.
• Gathering accurate information to understand customers’ circumstances and insurance requirements.
• Maintaining accurate and up-to-date customer records and ensuring account actions are completed promptly.
• Liaising with customers, colleagues and relevant NFU Mutual teams on behalf of the Agents to help provide a smooth and responsive service.
• Monitoring outstanding account actions, following up where required and helping the Agents manage priorities and deadlines.
• Identifying opportunities to support customers with their wider insurance needs and referring enquiries to the appropriate colleague.
• Following internal procedures, regulatory requirements and data protection standards at all times.

About you

• Strong organisational and administrative skills, with the ability to support the Agents in managing multiple customer accounts.
• Strong written and verbal communication skills.
• A proactive, professional and customer-focused approach.
• Good attention to detail and the ability to record information accurately.
• The ability to prioritise tasks, manage a varied workload and meet deadlines.
• Confidence using Microsoft Word, Excel, Outlook and other office systems.
• The ability to work effectively both independently and as part of a team.
• A willingness to learn about NFU Mutual products, services and regulatory requirements.
• GCSEs, or equivalent, in English and Maths are desirable.

Our commitment to you

You will receive a thorough induction, ongoing training and day-to-day support from an experienced and friendly team. We will help you build your knowledge of our systems, products and account-handling processes, with opportunities to develop your skills and progress in the role.

Benefits

• Full-time, permanent role with regular Monday to Friday working hours.
• Supportive local team environment.
• Structured training and ongoing development.
• Holiday entitlement and workplace pension in line with the Agency’s terms and eligibility requirements.

Information about how applicant data will be handled and retained will be provided as part of the recruitment process.

Closing date for all applications: 28/09/2026.

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