Commercial Account Handler

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

Job summary

A leading insurance agency is seeking a Commercial Account Handler to support agency partners and manage client insurance policies. The role involves providing excellent service, maintaining client relationships, and ensuring compliance with FCA requirements. Full training is provided, making this an excellent opportunity for those looking to build a career in insurance.

Benefits

Full training and development opportunities

Support for professional qualifications

Apprenticeship opportunities

Qualifications

• GCSEs in Maths and English or equivalent experience.
• Strong communication skills, both written and verbal.
• Excellent attention to detail and organizational skills.

Responsibilities

• Managing renewal book and processing general insurance policies.
• Providing first-class service and expert advice to clients.
• Building and maintaining long-term relationships with clients.

Skills

Communication

Attention to Detail

Organizational Skills

Problem Solving

Team Player

Education

Minimum of 5 GCSE’s including Maths and English

Tools

Microsoft Office

Job description

Commercial Account Handler – SA Kitching, CJ Davies & C James, Kendal NFU Mutual Agency

Salary: Dependant on experience Full Time position
Permanent Contract
Location: Kendal
Monday to Friday 9am to 5pm

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.

An exciting opportunity has now arisen within the Kendal Agency.

About the role
• Providing first hand support to the agency Partners and their clients which includes managing their renewal book, administration, and processing of general insurance policies
• Managing your own book of renewals which will include farms and businesses along with their personal insurances.
• Providing first class service to our clients whilst demonstrating the expert advice and knowledge we are known for.
• Handling general enquiries, new quotations, policy alterations, sales tasks, and administration with a can-do proactive attitude.
• Identifying and advising on a wide range of products to ensure we are fully protecting our clients which will include utilising our financial and risk management proposition.
• Liaising with underwriters and other key stakeholders regarding customer requirements.
• Building and maintaining long term relationships with our clients and other stakeholders.
• Transacting business and documentation compliantly within FCA requirements and always with a ‘customer-centric’ approach.

About you
• Able to build relationships through effective written and verbal communication skills both on the phone and face to face.
• Excellent attention to detail and organisational skills.
• Able to work to strict deadlines within a compliant environment and manage a complex workload.
• Strong IT skills especially Microsoft Office and quick to adapt to new systems.
• Hard working and a great team player
• Be able to problem solve and use own initiative whilst demonstrating attributes of honesty, integrity, skill, due care, and diligence.
• A desire to be the best
• Commercial insurance experience would be an advantage, but not essential as full training package provided.

Qualifications Required
• Minimum of 5 GCSE’s (or equivalent) including Maths and English or equivalent experience.

Please apply in writing via email with CV to: [e-mail]

Closing date for all applications: 20th June 2025.

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

Whatever your role, as a key member of your agency team, you’ll enjoy the chance to develop your insurance industry knowledge and skills and build a rewarding career. For most roles you won’t necessarily need an insurance background. It’s more about your personal qualities – your ability to learn quickly, develop strong working relationships with a range of different people and give customers excellent service, with trusted advice and products.

Bring these qualities and you’ll be supported with a full range of training and development opportunities so you can build the career you want. These include the chance to gain an apprenticeship, as well as support to study for professional qualifications and full training in all aspects of the insurance industry.