Customer Service & Financial Services Lead Generation Adviser

NFU Mutual; Dungannon; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Salary up to £30,000 per annum

Company Pension

On site free car parking

23 days annual leave + bank holidays

Staff uniform

Comprehensive training and development

Job summary

NFU Mutual is hiring in Dungannon for a Customer Service & Financial Services Lead Generation Adviser. This full-time, office-based role involves delivering high-quality customer service, generating leads, and supporting insurance and financial service products.

The role operates Monday–Friday 9am–5pm with no weekend work, located at Linen Green, Dungannon. You'll work to understand customer needs, book appointments for the Financial Adviser, and ensure compliance with regulatory requirements

Qualifications

• GCSEs English and Maths (or equivalent) are required.
• Strong customer service and communication skills are essential.
• Experience in lead generation or telesales is desirable.

Responsibilities

• Deliver exceptional customer service to new and existing customers.
• Handle enquiries by telephone, email and in person.
• Review and amend insurance policies accurately.
• Process renewals and mid-term adjustments.
• Prepare quotations for customers and maintain client records.
• Identify cross-selling opportunities and arrange appointments for the Financial Adviser.

Skills

Lead generation

Customer service

Outbound calls

Communication

Education

GCSEs English & Maths

Tools

Microsoft Office

Job description

The role

• Customer Service & Financial Services Lead Generation Adviser
• Full Time position
• Permanent Contract
• Location: Linen Green, Dungannon, BT71 7HB (office based)
• Monday - Friday 9am-5pm including 1 hour lunch break, (No Weekends)

An exciting opportunity has now arisen within the Dungannon & Cookstown Agency.

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

As an NFU Mutual Customer Service & Financial Services Lead Generation Adviser you'll be the backbone of the team in our Dungannon office where you'll deliver the best possible customer service to new and existing customers. This is a truly varied role where you'll have the opportunity to focus on your own continuous development. We're a team that puts our customers at the heart of everything we do. It's what we've built our reputation on and as a Customer Service & Financial Services Lead Generation Adviser you'll focus on bringing your personality to the role and establishing long term, effective relationships with new and existing customers. We're all about warm personalities, quality conversations and a customer-first attitude, so you'll be fully trained before promoting and selling NFU Mutual products and services that meet our customer's needs. As part of our thriving and vibrant team, you'll handle a wide range of customer queries within the agency.

• Deliver exceptional customer service and support to new and existing customers.
• Handle a wide range of customer enquiries by telephone, email and face-to-face.
• Review, amend and administer insurance policies accurately and efficiently.
• Process policy renewals, mid-term adjustments and other policy documentation.
• Prepare and provide quotations for both new and existing customers.
• Manage customer correspondence and maintain accurate client records.
• Identify and maximise cross-selling opportunities across the Agency's products and services.
• Proactively contact customers to identify Financial Services opportunities.
• Generate and qualify leads for the Agency Financial Adviser.
• Arrange and secure appointments for the Financial Adviser through outbound prospecting and customer engagement activities.
• Build and maintain strong, long-lasting relationships with customers, understanding their needs and identifying suitable solutions.
• Work closely with colleagues to support Agency sales and business growth objectives.
• Manage workloads effectively, ensuring high levels of accuracy and customer satisfaction.
• Ensure all activities are conducted in line with regulatory and compliance requirements.

We'll provide everything you need to develop your knowledge and skills to ensure you provide the best possible service to our customers when discussing NFU Mutual products and services professionally and compliantly.

About you

• Be eager to learn and demonstrate a positive, enthusiastic attitude.
• Be a confident and effective communicator, both verbally and in writing.
• Enjoy speaking with customers and building strong, lasting relationships.
• Be proactive in identifying opportunities and confident in generating leads and arranging appointments.
• Have excellent customer service skills with a professional and friendly manner.
• Be able to problem-solve and use your own initiative and judgement.
• Be highly organised with the ability to manage and prioritise workloads effectively.
• Be flexible, adaptable and open to new ideas.
• Possess strong IT and administrative skills, including a working knowledge of Microsoft Office applications.
• Be self-motivated with the ability to work independently and as part of a team.
• Have a positive approach to achieving individual and team objectives.
• Be comfortable making outbound calls and engaging customers to identify Financial Services opportunities.

Essential Requirements

• A minimum of 5 GCSEs, including English and Maths at Grade C (or equivalent) or above. Please clearly state all qualifications on your CV.
• Working knowledge of Microsoft Office applications.

Desirable

• Previous experience in a customer service, sales, telesales, lead generation or office-based role.
• Experience of identifying customer needs and generating appointments or sales opportunities.
• Insurance or Financial Services experience would be advantageous but is not essential, as full training will be provided.
• Knowledge of the agricultural industry, or experience gained through a farming background, would be advantageous.

Our commitment to you

When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits Including:

• Salary up to £30,000 per annum (depending on experience)
• Company Pension
• On site free car parking
• 23 days annual leave + bank holidays
• Staff uniform
• Comprehensive training and development opportunities
• A supportive and friendly work environment
• Refer a Friend £500 bonus scheme.
• Membership plus card which gives saving of up to 50% to be enjoyed at venues across Northern Ireland

Closing date : Monday 9th November at 12 Noon

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

We are Equal Opportunities Employer.