Customer Service and Sales Adviser

Customer Service and Sales Adviser

Region: South West

Location: Yeovil

Contract type: Permanent

Reference number: SADI02532

Working pattern: Full-time

Salary: Up to £27,000 per annum

Closing date: 16th July 2025

Customer Service and Sales Adviser

• Insurance role with full training + development + progression opportunities
• Office based in Yeovil, Monday-Friday 9am-5pm.  No weekends!
•  Join a thriving team passionate about employee engagement

About the role

Exciting opportunity for another new recruit to start their insurance career! 

As an NFU Mutual Customer Service & Sales Advisor youll be the backbone of the team in our Yeovil Agency where youll deliver the best possible customer service to new and existing customers. This is a truly varied role where youll have the opportunity to focus on your own continuous development.

Were a team that puts our customers at the heart of everything we do. Its what weve built our reputation on, and as a Customer Service & Sales Advisor, youll focus on bringing your personality to the role and establishing long-term, effective relationships with new and existing customers. Were all about warm personalities, quality conversations and a customer-first attitude, so youll be fully trained before promoting and selling NFU Mutual products and services that meet our customers needs.

As part of our thriving and vibrant team, youll handle a wide range of customer queries within the agency with a view to delivering maximum profitable growth.  Your day-to-day tasks will include reviewing and amending policies, managing correspondence, processing renewals as well as providing quotations - all whilst building long-lasting customer relationships. Well 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. 

Always delivering a consistently good experience to customers, youll meet the requirements and standards of NFU Mutual, the Training and Competence Scheme and our regulators.

This role is subject to the requirements of the Insurance Distribution Directive.  Role holders will be required to evidence ongoing relevant continuous professional development, along with re-screening to evidence that Good Repute standards are maintained. Further information can be found in the FCA Handbook.

About you

You bring a positive and enthusiastic attitude, always eager to learn and embrace new ideas. As a true team player, you excel in building strong, approachable relationships with both customers and colleagues. Your patience and reassuring nature allow you to meet customers needs, ensuring they feel comfortable and confident. Whether youre discussing policy renewals, addressing general inquiries, or exploring new sales opportunities, you are dedicated to providing excellent service. You also thrive working independently, taking initiative while contributing to the teams overall success. To join our team, you will also have:

• Proven ability to identify sales opportunities and effectively sell our products through exceptional service.
• Experienced in dealing with complex customer service matters, preferably within a similar environment (ideally within a telephone-based role) 
• Ability to demonstrate excellent attention to detail skill and accuracy skills 
• Strong communication skills, with the ability to effectively engage and convey information over the telephone.
• Strong computer literacy skills 
• As a large percentage of our customers are farmers, any interest or knowledge of farming or agriculture would be beneficial but isnt essential.

At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees.  

We recognise that some candidates may experience barriers during  the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process.

Were proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.

Benefits and Rewards

• Salary up to £27,000 per annum
• Contributory pension scheme
• 25 days annual leave + bank holidays 

About NFU Mutual

We are a leading provider of General Insurance and Financial Services. From our strong farming roots weve grown to become a UK-wide organisation, turning over £1billion annually. Yet success hasnt gone to our heads. Were proud to remain completely customer focused, down-to-earth and committed to the rural communities weve grown from.

Our ethos - of trust, respect and personal service - lies at the heart of all we do and has seen us build an enviable reputation for exceptional member loyalty. Though weve been in business for over 110 years, we have big ambitions for the future. And thats why were looking for talented people to join our growing organisation. Talented people like you.

Information :

• Company : NFU Mutual
• Position : Customer Service and Sales Adviser
• Location : Yeovil, Somerset
• Country : GB