Office Administrator Winchester

NFU Mutual; Winchester; On-site; GBP 20,000 - 26,000; Full time

Job summary

A leading insurance agency in Winchester seeks an Office Administrator to support Account Executives with insurance renewals and administration. The role requires strong organizational skills, attention to detail, and effective communication. Opportunities for professional development and training are provided.

Benefits

Training and Development Opportunities

Apprenticeship Opportunities

Support for Professional Qualifications

Qualifications

• Strong organizational and time management skills.
• Excellent attention to detail and accuracy in documentation.
• Effective communication skills with clients and stakeholders.

Responsibilities

• Setting insurance renewal appointments and managing client communication.
• Assisting in preparing for insurance renewals and maintaining client records.
• Handling mid-term adjustments and supporting business operations.

Skills

Organizational Skills

Attention to Detail

Communication

Tools

CRM Systems

Job description

Circa £23,000 Salary (dependant on experience)
Full Time/Part Time position,
Permanent Contract
Location: Winchester
Potential for role to be part time – minimum hours 20 hours per week

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 Winchester, Alton and Wickham Agency.

About the role:

Role Purpose The Office Administrator plays a crucial role in the organisation by providing support to Account Executives in managing insurance renewals and post-renewal administration. This role requires excellent organisational skills, attention to detail, and the ability to meet business KPIs.

Key Accountabilities:

Setting Insurance Renewal Appointments - Collaborate with customers and Account Executives to schedule renewal appointments, ensuring timely and efficient communication.

Use effective communication skills to gather necessary information and address any queries or concerns raised by customers.

Renewal Preparation Administration - Assist Account Executives in preparing for insurance renewals by gathering and organizing relevant client information, policy documents, and other required materials.

Ensure accuracy and completeness of all necessary documentation for the renewal process.

Post Renewal Administration - Complete post-renewal administration tasks in the CRM (Customer Relationship Management) system and the client management system.

Maintain accurate and up-to-date client records, ensuring all post-renewal documentation is filed appropriately.

Processing Mid-Term Adjustments - Handle mid-term adjustments on behalf of Account Executives, ensuring timely and accurate processing of client requests.

Collaborate with relevant stakeholders to ensure the necessary changes are implemented smoothly.

Other business support - Supporting the business when high-call volumes impact the ability to adequately service our client base.

About you

Experience Requirements

- Strong organizational and time management skills, with the ability to effectively prioritize tasks and meet deadlines.
- Excellent attention to detail, ensuring accuracy in documentation and data entry.
- Effective communication skills, both written and verbal, to interact with clients, - Account Executives, and other stakeholders.
- Proficiency in CRM systems and client management software.
- Adaptable and able to work effectively in a fast-paced environment.
- Commitment to continuous learning and development, including obtaining necessary licensing in motor and personal insurance.

Please apply in writing with CV and covering letter to: [e-mail]

Closing date for all applications: 31st May 2025.

No Agencies please.

Please note you will be employed by an Agent 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.