Advised Renewals Assistant

NFU Mutual; Welshpool; Hybrid; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Full training

20 days holiday + Bank Holidays

Career development opportunities

Job summary

NFU Mutual Maldwyn Agency is seeking an Advised Renewals Assistant to join a small, growing team. The role focuses on managing advised renewals, booking renewal review appointments for Agents and ensuring documentation is prepared and issued to customers within set timescales.

The ideal candidate will have Maths and English GCSEs, a strong telephone manner, and excellent communication and organisational skills.

Qualifications

• Maths and English GCSE Grade C or equivalent.
• Excellent telephone manner and a flexible approach.
• Good communication, be organised, able to work to deadlines.
• Ability to work confidently with Microsoft 365.

Responsibilities

• Ensure advised renewals process runs smoothly and appointments are booked for Agents.
• Prepare and compile all required documentation for renewals and reviews.
• Complete actions and send reissued documentation to customers within required timescales.
• Provide cover at Newtown, Llanfair Caereinion or Welshpool offices as needed.

Skills

Excellent communication

Organisational skills

Telephone manner

Education

Maths and English GCSE Grade C or equivalent

Tools

Microsoft 365

Job description

Role Details

Advised Renewals Assistant

Starting Salary: £26,000Full Time | Permanent

Location: Office based, splitting your time across our 3 sites inWelshpool, Newtown and Llanfair Caereinion . Opportunity for hybrid working

Working Week: Monday to Friday. 9am – 5pm (37.5 Hours)

About 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 Maldwyn Agency.

About the role

As an Advised Renewals Assistant within our small but growing team, you will play a key role in the success of an expanding local business, contributing to the smooth running of the office and ensuring the customer is at the heart of everything we do.

You will be responsible for ensuring that our advised renewals process runs smoothly which will require great communication and organisational skills. You will ensure that advised renewal review appointments are booked for our Agents and that they have all the documentation required to undertake the review. Following the review, you will ensure that all actions are completed and that all reissued documentation is compiled and sent to the customer within required timescales. We have offices in Newtown, Llanfair Caereinion and Welshpool and depending on the needs of the business you may be required to provide cover at any of our office locations.

About you

Qualified to Maths and English GCSE Grade C or equivalent is essential.An excellent telephone manner and a flexible approach to everything you do is essential. Above all though, you’ll need to be a good communication, be organised, have the ability to work to deadlines and manage your own workload. If you relish the challenge of being part of a truly customer-focused, ambitious team then this could be the role for you.

The ability to work confidently with Microsoft 365 programmes and a flexibility as to location is essential.

Our commitment to you

• full training in a friendly and supportive environment
• holiday allowance of 20 days per year (increasing according to length of service)
• plus Bank Holidays
• genuine opportunities for career development within a growing business

Closing date

Closing date for all applications: 16 November 2026

*We reserve the right to close this vacancy early if we receive sufficient applications for the role.

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