Insurance Advisor Trainee

As an Insurance Advisor (Personal & Commercial Insurance Trainee) within our team, you'll be crucial to the success of expanding our business. You will be responsible for maintaining a well-established customer base by providing first class insurance advice and a great customer experience. You'll contribute to achieving the businesses strategic goals for growth including general insurance, management liability, cyber liability, financial services, and Risk Management Services. Starting with gaining your personal lines licenses you will be initially supporting the motor and personal team and will progress to obtaining your commercial licenses. Having the ability to effectively communicate and provide first class advice will result in you thriving in this role.
Key Responsibilities

• Develop and sustain effective working relationships with customers and members.


• Pro-actively generate your own personal and commercial insurance opportunities.


• Develop and manage your general insurance.


• Identify, from our existing clients cross sell opportunities including leads for Financial Services and Risk Management Services.


• Plan, implement and monitor sales & marketing initiatives including any central campaigns across all business areas to build a pipeline of opportunities.


• Help achieve key business targets for new business, retention, engagement, and membership in line with the agency's strategy.


• Maintain record keeping requirements in accordance with NFU Mutual standards.


• Acquire and maintain knowledge of NFU Mutual General Insurance products, as applicable to product licences.


• Review and advise upon customer general insurance requirements.


• Comply with all applicable sections of the NFU Mutual General Insurance Compliance Manual for the Agency Network, the Agents Business Operating Manual, the Agency Guide and local Agency procedures.


• Perform other duties as assigned by the management team and business partners.
  
  Individuals who can demonstrate the drive, energy and enthusiasm required to provide a fantastic customer experience to our existing and prospective clients.


• A confident personality who can work well within a team environment but can also work just as well as an individual.


• Someone who shows initiative and has a "can do" attitude.


• Strong interpersonal skills, communication skills, & relationship building abilities.


• Competent in using Microsoft office.


• Full driving license and access to your own car. You will be based in Crymych but will occasionally be required to travel to our other offices.


• Insurance experience is not essential.


• 5 GSCE (or equivalent) C grades or above including Maths and English.


• Ability to communicate in Welsh would be advantageous.


Good Repute Checks

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. Davies, Williams, Norman, and Robins are appointed Agents of NFU Mutual. Our Pembrokeshire agency has offices in Pembroke, Narberth, Crymych, Fishguard and Haverfordwest., Agents of NFU Mutual are required to ensure that they, and their staff are of Good Repute and are required to carry out two independent checks on all staff.

1. Basic criminality check -Basic checks show any 'unspent' criminal records (as defined by the Rehabilitation of Offenders Act 1974). Once a conviction or caution is 'spent', it no longer shows on a basic check.
2. Bankruptcy check - to ensure that staff are not an un-discharged bankrupt.

Our commitment to you
We will provide you with full training and support leading to you obtaining your initial product licenses. Once you've this first stage is completed, you'll receive ongoing training until you're fully licensed in both personal and commercial products. We'll also support you to gain your Chartered Insurance Institute certification.