Trainee Customer Service Adviser - Motor and Personal inc High Net Worth
Permanent Contract
Role Location: Stamford
37.5 hours per week – Monday to Friday 9.00am - 5.15pm
Comprehensive on-going training and development
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 NFU Mutual agency, we deliver tailored insurance solutions to a loyal and expanding client base. Our success is built on strong client relationships, high retention rates and a consultative sales approach. We are committed to maintaining the highest standards of professionalism, integrity and service excellence.
The Opportunity
We are looking for a Trainee Customer Service Adviser to join our friendly and supportive team in Stamford.
No previous insurance experience is required – we provide full training and ongoing development to help you build a successful career.
This is an excellent opportunity if you are looking to start your career in customer service, sales, or financial services.
What you’ll be doing
As part of our Customer Service team, you will:
- Manage inbound customer enquiries and deliver a high-quality, professional service
- Generate and convert new business opportunities through effective questioning and rapport-building
- Actively promote and sell insurance products, contributing to individual and team targets
- Build and maintain long-term client relationships
- Identify cross-selling opportunities across the NFU Mutual product range
- Support customers with policy changes, renewals and queries
- Process financial transactions accurately and efficiently
You’ll receive structured training and ongoing support to help you succeed in all aspects of the role.
About you:
We are looking for individuals who demonstrate:
- A strong interest in sales, customer service or financial services
- Excellent communication and interpersonal skills
- Confidence handling conversations both in person and over the phone
- A proactive, target-driven mindset
- Strong organisational skills and attention to detail
- The ability to learn quickly and apply knowledge in a commercial environment
- Competency with IT systems
When you join our team, you can expect a supportive positive culture and an attractive range of rewards and benefits including:
- Competitive salary
- Performance-related bonus scheme linked to new business
- Pension contributions
- 23 days annual leave plus bank holidays
- Additional 2 days leave over Christmas (outside standard entitlement)
- Long-service holiday increases
- Structured training programme and ongoing professional development
- Clear progression opportunities within a growing agency
Please apply in writing with CV and covering letter to: Xoe Wailes, [email protected]
Closing date for all applications: 01st July 2026.
Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.
