Financial Services Customer Adviser Apprentice - NFU Mutual Yorkshire Coast Agency

Generic Tasks

Under general supervision and within limits of authority and product licences, support Agent / Senior Agent in respect of Agency Sales. Contribute towards the strategic growth of the Agency and demonstrate high levels of Customer Service support, maximising potential customer retention and delivering customer satisfaction.

Review and advise upon customer General Insurance requirements

Handle incoming sales enquiries via telephone and email - provide quotations and close sales

Handle Incoming customer enquiries for products within your licenced remit

Act as Life Introducer to obtain appointments for Financial Advisor and NASC team

Identify and initiate cross-sell opportunities and activities to new and existing customers

Acquire and maintain knowledge of NFU Mutual General Insurance products for applicable product licences or in line with agreed personal development strategy

Develop and sustain effective working relationships with customers, all Agency, NFU Mutual and supporting business development staff

Support colleagues with General Agency duties during holiday / sickness absence where appropriate licences or knowledge exist

Administer all networking instructions to meet Agency completion standards

Implement customer payment transactions and processing procedures to maintain Agency credit control

Comply with all applicable sections of the NFU Mutual General Insurance Compliance Manual for the Agency Network, the Agent's Claims Guide, the Agency Guide and any local Agency procedures

Produce correspondence to required timeframes and quality standards

Perform other duties as assigned by Agent / Senior Agent in relation to the general operational tasks of the business

 

Tasks specific to your role

Handle Incoming customer enquiries for products within your licenced remit

Promote Financial Services and make appointments for the Agency Financial Advisor

Work as a team with incoming call volumes to assist with a fairly distributed workload

Continual training to develop skills and maximise personal opportunity

Training

Financial Services Customer Adviser Apprenticeship, delivered remotely by Davies Learning Solutions.

After the apprenticeship

Our business has a wide range of roles/skills so we would look to ensure the individual is well suited to the role.

Things to consider

Knowledge, Skills and Attributes

Be able to communicate effectively, both written and verbal. This may include writing to customers such as within post call letters.

Be able to problem solve, use your own initiative and judgement

Demonstrate attributes of honesty, integrity, due skill, care and diligence

Possess good IT skills to use General Microsoft Office programmes and specific NFU Mutual systems such as iFaces, iAchieve, CRM and Bridge.

Sales and Customer service skills connecting basic knowledge of General Insurance products

Be engaging and accepting of an all inclusive environment and willing to support and coach others where required