Customer Service & Claims Advisor

Customer Service & Claims Advisor – Salisbury & Wareham

NFU Mutual's Salisbury & Wareham agency spans areas across Dorset, Wiltshire, and Hampshire. Placed as one of the largest NFU Mutual agencies in the country we have an exciting opportunity for Customer Service Associates to join us.

NFU Mutual's Salisbury & Wareham agency spans areas across Dorset, Wiltshire, and Hampshire. Placed as one of the largest NFU Mutual agencies in the country we have an exciting opportunity for Customer Service Associates to join us.

• Growth opportunities
• On-the-job training
• Work-from-home days
• Modern office setting
• Safe work environment

As a Customer Service & Claims Advisor within our growing team, you will play a key role in the success of an expanding local business, and ensuring the customer is at the heart of everything we do.

Your focus will be to amend, update and advise on motor, personal and commercial lines and assist our customers with their claims processing needs, all underpinned by exceptional customer service. You will need to be self‑motivated and able to work under pressure.

This role is an exciting opportunity for anybody who is looking to join a well‑respected branch of the NFU Mutual with the opportunity for future development within our business. Our aim is to grow and support our staff in their careers, rather than just a job. If you are looking to develop and progress, please contact us.

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.

Full training in a friendly and supportive environment will be provided.

• Compliantly process policy amendments predominantly over the phone in motor, personal and small commercial products
• Discuss, assist and process customers' claims
• Identify and initiate cross‑selling opportunities and activities to new and existing customers
• Acquire and maintain knowledge of NFU Mutual General Insurance products, as applicable to product licences
• Obtain appointments for our Financial Advisor, to contribute towards the Agency target
• Working within Compliance Framework required by the Company / Financial Conduct Authority (FCA)
• Develop and sustain effective working relationships with customers, all members of agency and NFU Mutual staff
• Comply with all applicable sections of the NFU Mutual insurance compliance manual for the agency network, the agency guide and local agency procedures
• Maintain record‑keeping requirements for your role

• Be able to communicate effectively, both written and verbal
• Possess good IT Skills (particularly Outlook, Word & Excel)
• Be able to demonstrate problem‑solving skills and use your own judgement
• Have a flexible and open attitude
• Be highly organised and able to work to deadlines
• Previous office‑based/telephone‑based customer service skills would be advantageous

Minimum – Maths and English GCSE (or equivalent) at Grade C or above (Grade 4 or above)

Please clearly state all individual qualifications on your application.

• Starting Salary up to £30,000 depending on experience, with progressive salary banding beyond this
• A key role in an established and well‑respected business where growth and progression of our employees is encouraged, and achievement is recognised
• Thorough training and a supportive development plan to enable your success in the role
• Support in gaining Chartered Insurance Institute professional qualifications
• Flexible working from home
• Staff benefits including Private Health Plan and annual Volunteer Day
• 35 hours a week
• Working week:
  Monday – Friday 9am to 5pm
• 24 days annual leave plus bank holidays
• Free Parking

• Company pension
• Sick pay
• Birthday as a free day’s holiday

The role could be based in our offices at London Road, Salisbury, SP1 3HP
or Leanne Business Park, Wareham, BH20 4DY
depending on your location.

If you would like to apply for this position,  to

We keep the personal information that we obtain about you during the recruitment process for no longer than is necessary for the purposes for which it is processed. How long we keep your information will depend on whether your application is successful, and you become employed by us, the nature of the information concerned and the purposes for which it is processed.

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