Client Service Advisor

NFU Mutual; Godalming; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Salary 25k-35k

Pension

23 days holiday

Birthday off

Buy/sell holiday

Training & development

Job summary

NFU Mutual Surrey Agency is seeking a Client Service Advisor to support clients at our Oxted and Godalming offices. You will assist with quotes, renewals and mid-term adjustments on motor and home insurance and participate in a 12-month fast track development programme toward a senior Bespoke & SME Advisor role.

Excellent customer service, sales skills and a proactive attitude are essential, along with a valid UK driving licence for occasional visits to other offices or high-value clients.

Qualifications

• Sales experience and ability to handle enquiries.
• Strong customer-focused approach and relationship-building.
• Attention to detail in documentation and processes.
• Good organisation and time-management skills.
• Flexibility to adapt to changing workloads and priorities.
• Collaborative team player able to support colleagues.

Responsibilities

• Assist clients with quotes, renewals and mid-term adjustments on motor and home insurance.
• Participate in a 12-month fast track development programme to the senior Bespoke & SME Advisor role.
• Identify additional insurance opportunities and introduce financial services when appropriate.
• Handle client contact via phone, email and face to face.
• Collaborate within a team where workload varies and teamwork is essential.

Skills

Sales

Customer focus

Attention to detail

Organisation

Adaptability

Teamwork

Education

GCSEs including Maths & English

Job description

The roleClient Service Advisor -NFU Mutual’s Surrey Agency• Two locations available in Surrey – Oxted and Godalming• 12-month fast track development programme to senior Bespoke & SME Advisor role• £25,000 to £35,000 starting salary depending on experience• 37.5 hours per week – Monday to Friday 8.30am to 5pm, an hour for lunch• Permanent contract• Office based role• Full-time and part-time contract consideredAbout the RoleWe have exciting opportunities for a Client Service Advisor within our Surrey Agency located in our Oxted Office and our Godalming Office. You will play an important role providing great service to our clients and potential clients by assisting them with quotes, renewals and mid-term adjustments on motor and home insurance products.We are looking for candidates who have the ability and desire to follow a 12-month fast track development programme to the senior Bespoke & SME Advisor role.At the core of our approach lies the cultivation of strong relationships and a hunger to help meet all our clients’ needs. The role includes seeking additional insurance opportunities and introducing financial services (pension, investments & protection) wherever and whenever a client need is identified. Client contact is via phone, email and face to face.You will be part of a team within which collaborative teamwork is essential. Workloads can vary significantly so it is important you are adaptable, flexible and resilient.About youHighly motivated self-starter with a positive mentality. You are a team player and have a can-do attitude. You are committed to learning and development. To apply for this role, you should:• Feel aligned to the NFU Mutual brand values• Feel comfortable and confident having sales conversations• Enjoy exceeding customer expectations• Have a positive and proactive attitude• Have a valid UK driving licence because there may be occasions when you need to visit our other office or high value clients.About NFU MutualNFU Mutual offers a wide range of products and services, including general insurance, life, pensions and investments and has been providing quality insurance for its clients, for over 110 years. We carefully balance delivering excellent service to our clients whilst ensuring the business is run effectively. As a mutual, supporting our clients 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 NFU Mutual's Surrey AgencyWe are a growing local Agency and want to expand our excellent team. We strive to deliver a first-class service and provide the award winning NFU Mutual product range to our customers. 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.Key competencies• Sales• Customer focus• Accuracy & attention to detail• Organisation Skills• Adaptability and Flexibility• TeamworkBenefitsWhen you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:• Salary scale from £25,000 to £35,000 depending on experience• Pension scheme• 23 days annual leave increasing by 1 day for every full calendar years service up to a maximum of 28 days plus bank holidays• Your birthday off• Up to 5 days buy/sell holiday trading scheme• Comprehensive on-going training and developmentTo applyIf you have a minimum of 5 GCSEs including Maths & English, please apply in writing with your CV to:Paul Bailey, Office Manager, NFU Mutual Surrey – [e-mail] and Phillip Kirk, Business Manager – [e-mail] date for all applications: Friday 25th September 2026.Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly