Insurance Client Services Advisor – Fast Track to Senior SME

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

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.