Customer Service Advisor Apprentice (NFU Mutual Buckinghamshire)

J BLOOMER H LANFORD , MARK WHEELER, MARK RYDER.

Aylesbury, Buckingham

Closes in 17 days (Friday 30 October 2026 at 11:59pm)

Posted on 12 October 2026

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Summary

Work with customers over the phone and by email to offer insurance solutions varying business and personal needs.

Wage

£16,640 to £26,436.80, depending on your age

National Minimum Wage

Minimum wage rates (opens in new tab)

18-20 years olds = £22,568.00

21+ = £26,436.80

Training course
Insurance professional (level 4)
Hours
Monday - Friday, 9am - 5.30pm

40 hours a week

Start date

Monday 30 November 2026

Duration

2 years

Positions available

4

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

  • Processing midterm adjustments and changes to client records and policies ensuring the highest possible levels of customer service
  • Probing for gaps in cover that could leave a client open to a claim and making relevant recommendations to ensure that they are fully protected
  • Generating leads and new business through consistent cross selling and customer service
  • Meeting all monthly, quarterly and annual KPIs and targets

Where you'll work

You can select which locations you want to apply for in your application on Find an apprenticeship.

This apprenticeship is available in these locations:

  • Lake House, Chilton Business Centre, Chilton, Aylesbury, HP18 9LS
  • The Creamery, Brackley Road, Buckingham, MK18 1JD

Training

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

Training provider

DAVIES LEARNING SOLUTIONS LIMITED

Training course

Insurance professional (level 4)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Provide customer service by making informed decisions whilst balancing the needs of stakeholders and the organisation, prioritising fair customer outcomes in all decisions, for example determining a high value insurance payout while balancing business needs with customer retention practices.
  • Investigate, analyse, and resolve technical insurance queries, complaints, and escalated cases and requests relevant to their role.
  • Work within limits of own authority, and escalating issues where appropriate.
  • Communicate with stakeholders using methods appropriate for the intended audience in line with organisational expectations, including verbal, written, digital, and virtual.
  • Interpret and communicate insurance and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
  • Build and maintain collaborative, professional relationships with internal and external stakeholders.
  • Contribute towards achieving team and organisational objectives.
  • Identify opportunities for continuous improvement and recommend solutions to improve processes.
  • Use influencing techniques to achieve required aims and outcomes relevant to their role.
  • Analyse and interpret information to make recommendations in line with legal, regulatory, process, or policy requirements, and insurance principles.
  • Identify potential non-compliance issues and take action to avoid or mitigate issues in line with financial services regulation, legislation and the insurance principles.
  • Provide technical advice and support for colleagues, for example acting as an escalation point for junior colleagues or providing feedback to ensure compliance and accuracy.
  • Take an evidence-based approach to decision-making and challenge ideas based on evidence, considering the impact on business objectives.
  • Use digital tools and techniques relevant to own role and workplace, for example, AI analytics, modelling, telematics, portals, online placements, products, pricing.
  • Comply with current data legislation, cyber security regulations, and organisational policies, including when managing and storing client data safely and securely.
  • Apply current and developing sustainability principles relevant to insurance products and working practices within their business area.
  • Apply principles and policies of equity, diversity, and inclusion where appropriate.
  • Provide customer service by making informed decisions whilst balancing the needs of stakeholders and the organisation, prioritising fair customer outcomes in all decisions, for example determining a high value insurance payout while balancing business needs with customer retention practices.
  • Investigate, analyse, and resolve technical insurance queries, complaints, and escalated cases and requests relevant to their role.
  • Work within limits of own authority, and escalating issues where appropriate.
  • Communicate with stakeholders using methods appropriate for the intended audience in line with organisational expectations, including verbal, written, digital, and virtual.
  • Interpret and communicate insurance and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
  • Build and maintain collaborative, professional relationships with internal and external stakeholders.
  • Contribute towards achieving team and organisational objectives.
  • Identify opportunities for continuous improvement and recommend solutions to improve processes.
  • Use influencing techniques to achieve required aims and outcomes relevant to their role.
  • Analyse and interpret information to make recommendations in line with legal, regulatory, process, or policy requirements, and insurance principles.
  • Identify potential non-compliance issues and take action to avoid or mitigate issues in line with financial services regulation, legislation and the insurance principles.
  • Provide technical advice and support for colleagues, for example acting as an escalation point for junior colleagues or providing feedback to ensure compliance and accuracy.
  • Take an evidence-based approach to decision-making and challenge ideas based on evidence, considering the impact on business objectives.
  • Use digital tools and techniques relevant to own role and workplace, for example, AI analytics, modelling, telematics, portals, online placements, products, pricing.
  • Comply with current data legislation, cyber security regulations, and organisational policies, including when managing and storing client data safely and securely.
  • Apply current and developing sustainability principles relevant to insurance products and working practices within their business area.
  • Apply principles and policies of equity, diversity, and inclusion where appropriate.

Training schedule

  • Insurance Professional Level 4
  • CII Dip in Insurance - through the apprenticeship, delivered by Davies remotely
  • Licenced in NFU Mutual Products
  • Training will be office based through our inhouse learning portal
  • Could be either once a week or block

Requirements

Essential qualifications

GCSE in:

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

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Problem solving skills
  • Presentation skills
  • Administrative skills
  • Number skills
  • Logical
  • Team working
  • Initiative
  • Non judgemental
  • Patience

Other requirements

DBS basic check.

About this employer

Insurance & Finance

http://NFUMutual.co.uk/Buckingham (opens in new tab)

Company benefits

  • Growth opportunities
  • Wellness programmes
  • Company perks
  • Regular social events

After this apprenticeship

Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).

Permanent member of the team.

Ask a question

The contact for this apprenticeship is:

DAVIES LEARNING SOLUTIONS LIMITED

The reference code for this apprenticeship is VAC2000058501.

Apply now

Closes in 17 days (Friday 30 October 2026 at 11:59pm)