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Customer Service Advisor

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Onsite

Customer Service Advisor

NFU Mutual Ryedale & Whitby

Customer Service Advisor

Skills

CRMComplianceRisk Management

24 days ago

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Important information


Contract type:

Permanent

Location:

United Kingdom

Work mode:

Onsite

Published on:

2 October 2026

What they need


Joining a longstanding, dynamic local team striving to provide excellent advice to businesses across Whitby & Ryedale, you will play a key role in the success of an expanding local business, handling customer instruction, new business enquiries, handling delegated claims and introducing customers to our investment, pension and life insurance products, with a focus on providing exceptional customer service.

If you have worked in the insurance or sales industry and are looking for an exciting change of direction or have a track record of proven sales, we are very excited to hear from you.

Responsibilities and Duties

  • Maintaining and servicing the products and insurances for existing clients
  • Driving new business sales for personal line clients.
  • Reporting into Agency Manager, you will be expected to hit a structured programme of sales targets in a competitive environment.
  • Identify opportunities to cross sell a wide range of general insurance, risk management and financial products to new and existing customers.

Qualifications and Skills

  • Experience in providing high quality customer service.
  • Confident in working with computers and CRM systems.
  • Driven individual with the ability to thrive in a competitive environment.
  • Personable and social character who has experience of dealing with customers.
  • Strong attention to detail and compliance, with a requirement to complete an extensive programme of product licensing and training.

The Company

We are a rapidly growing insurance intermediary representing a large commercial insurer. Our company has an enviable reputation for high client retention, quality products and services as well as doing the right thing by the client. With a new leadership, the business is seeing large investments made in its team to help realise its considerable potential in the agricultural and commercial markets. The successful candidate will enjoy being part of a growing team, in a competitive and fast paced environment.

There will be an extensive licensing and training programme provided at the outset. Full time permanent role based across our partner offices Pickering & Whitby

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

Job Types: Full-time, Permanent

Job Type: Full-time

Benefits:

  • Company pension
  • Free parking
  • Life insurance
  • On-site parking

Work Location: In person

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