Account Handler

Account Handler Full Time position Permanent Contract Location: NFU Mutual's Bridgnorth Agency Monday to Friday, 9:00am to 5:00pm

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 Bridgnorth Agency.

As an Account Handler, you will play an important role in supporting the Agents with the day-to-day management and administration of customer accounts, while helping the Agency deliver the high standard of personal service for which NFU Mutual is known. Key duties and responsibilities will include:

• Assisting the Agents with managing customer accounts and providing day-to-day administrative support. • Preparing account information, correspondence, policy documents and other materials for customer meetings and reviews. • Building and maintaining strong relationships with existing and prospective customers. • Handling customer enquiries by telephone, email and in person in a professional and helpful manner. • Supporting customers with new business, renewals and changes to their insurance policies. • Gathering accurate information to understand customers’ circumstances and insurance requirements. • Maintaining accurate and up-to-date customer records and ensuring account actions are completed promptly. • Liaising with customers, colleagues and relevant NFU Mutual teams on behalf of the Agents to help provide a smooth and responsive service. • Monitoring outstanding account actions, following up where required and helping the Agents manage priorities and deadlines. • Identifying opportunities to support customers with their wider insurance needs and referring enquiries to the appropriate colleague. • Following internal procedures, regulatory requirements and data protection standards at all times.

You will be a confident communicator who enjoys building relationships, supporting others and delivering excellent customer service. Previous experience in insurance, account handling, customer service, account administration or a similar office-based role is preferred.

You should also have: • Strong organisational and administrative skills, with the ability to support the Agents in managing multiple customer accounts. • Strong written and verbal communication skills. • A proactive, professional and customer-focused approach. • Good attention to detail and the ability to record information accurately. • The ability to prioritise tasks, manage a varied workload and meet deadlines. • Confidence using Microsoft Word, Excel, Outlook and other office systems. • The ability to work effectively both independently and as part of a team. • A willingness to learn about NFU Mutual products, services and regulatory requirements. • GCSEs, or equivalent, in English and Maths are desirable.

You will receive a thorough induction, ongoing training and day-to-day support from an experienced and friendly team. We will help you build your knowledge of our systems, products and account-handling processes, with opportunities to develop your skills and progress in the role. Benefits

• Full-time, permanent role with regular Monday to Friday working hours. • Supportive local team environment. • Structured training and ongoing development. • Holiday entitlement and workplace pension in line with the Agency’s terms and eligibility requirements.

Please apply in writing with your CV and covering letter to Elicia Wilkes at [email protected]. Information about how applicant data will be handled and retained will be provided as part of the recruitment process.