Trainee Account Executive - Commercial
Salary - £19,000 - £25,000 (dependant on experience)
Full Time position
Permanent Contract
Location: South Cotswolds Agency - Wotton-under-Edge or Chippenham site
Monday - Friday - 9am - 5pm
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.
About the role
You will start your career at the NFU Mutual South Cotswolds Agency by gaining your licences in our Motor and Personal products and embedding these before gaining your commercial insurance product licence. You will be supported through this journey to develop your sales and customer service skills whilst taking inbound calls from customers and completing changes and new business quotes. You will also cross-sell other products to customers, including introducing our Financial Services offering which is delivered by a dedicated Financial Adviser. You will have a Personal Development Plan to ensure you are performing in line with the agency's expectation, but this will be adapted to a pace and style that suits you.
As a commercial insurance account handler, you will provide an excellent standard of advice and service to a portfolio of commercial clients. You will primarily work alongside our agents and new business developers in managing client relationships throughout the year and be the first point of contact.
This role will be made for you if you are passionate about fostering relationships and helping clients find the right products to suit their needs. You will work independently and manage client requirements within the scope of a busy client book that spans across all business sectors and classes of commercial insurance. This will include client contact over the phone and in-person visits.
About you
* Excellent communicator and interpersonal skills
* An interest in meeting new people and relationship management skills
* A results driven approach to work, in order to meet targets and deliver results to tight deadlines
* The ability to analyse and interpret data
* High attention to detail and accurate record keeping
* Excellent time management skills and self-motivation
* A driving licence and access to own vehicle is essential
* Maths and English GCSE (or equivalent) at grade C/4 or above
* A levels and/or degree (or equivalent) and Cert CII are desired but not essential
Our commitment to you
We offer a professional, hardworking yet supportive and friendly environment with a strong team ethos and ethical practices. To allow you to perform to your best, we will invest in your personal development and provide a comprehensive training plan and the ability to develop your role within our business as well as the below employee benefits:
* 25 days annual leave + bank holidays (increasing with long service)
* Incentive scheme once you have gained your licenses where targets and quality measures are met
* Generous pensions and an employee benefit scheme
* Long term career development opportunities
If you would like an initial confidential discussion about the role, please contact Carrie Sealy on 01453 842193 or via email at carrie_sealy@nfumutual.co.uk.
Closing date for all applications: 31 October 2024.
Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.
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