Account Handler

NFU Mutual; Exeter; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Annual bonus up to 11%

Stakeholder Pension Scheme

Health plan after probation

25 days annual leave + bank holidays

Job summary

NFU Mutual’s Exeter, Tiverton and South Molton Agency is seeking an Account Handler on a permanent basis. You will manage SME and large corporate portfolios, handle policy administration, and support claims while building strong relationships with underwriters.

You’ll need good IT and communication skills, be well organized, and able to meet deadlines. Insurance experience is desirable but not essential, and training is provided in a supportive environment.

Qualifications

• Experience using office or sales support systems.
• Clear written and spoken communication.
• Good IT skills, especially Outlook, Word & Excel.
• Organised and able to meet deadlines.
• Insurance experience desirable but not essential.

Responsibilities

• Manage the back-office element of a portfolio of SME and large corporate accounts.
• Process and manage systems and documentation after Partner reviews.
• Attend new business and renewal meetings with a Partner; produce minutes and action points.
• Build relationships with underwriters and resolve customer queries.
• Maintain accurate customer records and regulatory compliance.

Skills

Communication skills

IT skills

Problem solving

Sales & customer service

Education

GCSE Maths/English/IT

Tools

Outlook

Word

Excel

Job description

The roleAccount HandlerCompetitive SalaryFull-time PositionPermanent ContractLocation: Devon – must be commutable to Exeter, Tiverton or South MoltonIntroduction to NFU MutualNFU Mutual offers a wide range of products and services, including general insurance, life insurance, 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 AgencyAs 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 is famous for.An exciting opportunity has now arisen within the Exeter, Tiverton and South Molton Agency.About the role:NFU Mutual's Exeter, Tiverton & South Molton Agency has an exciting opportunity for an Account Handler on a permanent contract.The successful applicant will be expected to undertake a wide variety of tasks, including:• Manage the back-office element of a portfolio of SME and large corporate accounts, encompassing all aspects of commercial lines insurance• Process and manage systems and documentation following Partner reviews, including appointment and agenda setting• Attend new business and renewal meetings with a Partner, following up with meeting minutes, action points, policy administration and post-call report writing• Build strong relationships with our underwriters and take a proactive approach to resolving customer queries• Maintain accurate and up-to-date customer records, ensuring all documentation is accurate and communicated within required regulatory and compliance standards and timeframes• Provide claims support, including handling customer claims as required• Identify cross-selling and up-selling opportunities• Deal with mid-term adjustments and policy amendments• Maintain your knowledge and skills to sell professionally and compliantly, delivering a consistently excellent customer experience while meeting the requirements and standards of NFU Mutual, T&C scheme and our regulatorsThis role is an exciting opportunity for anyone looking to join a well-respected agency of NFU Mutual, with opportunities for future development within our business.Full training in a friendly and supportive environment will be provided.About you• Experience of using office or sales support systems• Be able to communicate effectively, both verbally and in writing• Possess good IT Skills (particularly Outlook, Word & Excel)• Be able to demonstrate problem-solving skills and use your own judgement• Have a flexible and open attitude• Possess strong sales and customer service skills• Be highly organised and able to work to deadlines• Insurance experience is desirable but not essentialQualifications required:Maths, English and IT GCSE (or equivalent) at Grade C or above (Grade 4 or above)Our commitment to you:We will not only provide the successful candidate with all the support needed to develop their customer service skills, but also the technical knowledge required to understand and advise on our wide range of insurance products.Working in a regulated environment means the standards we set around customer delivery are second to none and market leading, backed up by excellent customer retention statistics and continuous business growth.Benefits• Salary £30,000 - £40,000 DOE• Annual Bonus of up to 11% of Salary• Stakeholder Pension Scheme• Contribution towards a health plan following successful completion of the probation period• 25 days annual leave plus bank holidays, with the option to purchase an additional five daysHow to Apply:Please apply in writing with your CV and covering letter to:Pete Randerson, [e-mail] be advised candidate’s data will be stored for a maximum of six months following completion of the recruitment process.Closing date for applications: Sunday 8th November 2026.Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.