Apprentice Customer Services Advisor (Julia Key & Susan Smith - NFU Mutual Market Bosworth) – Find an apprenticeship

Summary

As a local agency of NFU Mutual we deliver a first-class service & sell their product range across our region, to customers old & 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.

Wage

£15,000 a year

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Training course

Insurance practitioner (level 3)

Hours

Monday – Friday 9am – 5pm

37 hours 30 minutes a week

Start date

Friday 1 August 2025

Duration

1 year 3 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

We have an exciting opportunity for a proactive and customer-focused individual to join our growing team. As a Customer Services Advisor, you’ll play a vital role in ensuring our office runs efficiently while delivering top-tier service to our customers. Your key responsibilities will include:

Handling customer enquiries professionally and efficiently.
Processing insurance policy changes with a proactive, solution-driven approach.
Building and maintaining strong customer relationships.
Supporting the team in achieving business objectives.
Ensuring a seamless customer experience with a high level of attention to detail.

Where you'll work

THE NFU OFFICE
A1-A6 SWAN HOUSE
BOSWORTH HALL ESTATE
MARKET BOSWORTH
CV13 0LJ

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

DAVIES LEARNING SOLUTIONS LIMITED

Your training course

Insurance practitioner (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
Analyse data to make evidence based decisions.
Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
Apply appropriate method of communication for audience and circumstances.
Records, verifies, maintains and where appropriate, shares information.
Compliant with relevant governance, policies and procedures.
Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
Balances competing priorities in order to meet deadlines.
Builds and maintains positive relationships.
Work as part of a team to help achieve results.
Identify potential claims fraud and determine the correct action to prevent loss.
Manage insurance claims and/or payments within the limits of responsibility in line with policies and procedures.
Identify and manage insurance risks within the limits of responsibility in line with policies and procedures.
Recommend insurance and premiums decisions within the limits of responsibility and in line with organisational policies and procedures.
Gather and interpret relevant information to provide a return on insurance decisions.
Match client’s needs with available insurance products and services.
Optimises the potential return on insurance decisions within the scope of own role by identifying and positioning the client’s case with the insurer.
Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
Analyse data to make evidence based decisions.
Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
Apply appropriate method of communication for audience and circumstances.
Records, verifies, maintains and where appropriate, shares information.
Compliant with relevant governance, policies and procedures.
Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
Balances competing priorities in order to meet deadlines.
Builds and maintains positive relationships.
Work as part of a team to help achieve results.

Your training plan

You will work towards your:

Insurance Practitioner Level 3 Apprenticeship.
Certificate in Insurance (Cert CII) (if applicable)
Level 2 Functional Skills in English and Maths (if required).
Training will be via Davies, virtually. 6 hours per week off the job training.

Requirements

Essential qualifications

GCSE in:

English (grade 4 / C or above)
Maths (grade 4 / C or above)

Desirable qualifications

Other in:

Driving License (grade Desirable)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Administrative skills
Number skills
Logical
Team working
Initiative

Other requirements

You would need to undertake Basic DBS & Solvency Checks

About this company

Insurance & Financial Services Agency

https://www.nfumutual.co.uk/agent-offices/marketbosworth (opens in new tab)

Company benefits

20 days annual leave plus bank holidays 1 Extra day holiday for your birthday Free Parking Excellent career progression opportunities

After this apprenticeship

Insurance Advisor

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