The role
Experienced Internal Commercial Account Executive
Davies, Williams, Norman and Robins - Agents for NFU Mutual Pembrokeshire / Sir Benfro
Full Time 35 h per week
Place of work – Pembroke
Salary - Competitive and also dependant on experience
About our Agency
NFU Mutual, a leading general insurer and financial services company, has been serving the rural community for over 100 years. Davies, Williams, Norman and Robins are appointed agents of NFU Mutual. As their local agency in Pembrokeshire with offices across the county, we deliver their award-winning service and sell their product range across our region, championing the honest, personal approach to customer service they’re famous for.
About the role
Working from our Pembroke office within a new function within our sales team, you will be expected to prospect & convert commercial insurance sales, prospect & build relationships with larger businesses with a view to supporting our external commercial sales team and servicing existing commercial clients. You can be confident that our trusted brand will bring you opportunities to convert business. We are looking for a self-motivated, enthusiastic person, this role is aimed at individuals who is keen to develop their sales career further.
What we’re looking for
• New Business Development
Identify, contact, and convert new business opportunities within the SME sized commercial sector. Build and support your own sustainable and profitable client base across the local area.
• Sales Planning & Prospecting
Conduct research into local businesses, market conditions, and competitors to identify and approach prospective customers. Use insight to develop and deliver a consistent sales pipeline.
• Client Engagement
Supporting servicing mid and large corporate clients at a base level to build a trusted relationship.
• Cross-Selling & Collaboration
Identify opportunities to refer clients to other NFU Mutual services such as Financial Services (Protection, Pensions, Investments), Risk Management Services, and Health & Safety Consultancy.
• Agency Marketing & Community Engagement
Support the delivery of local marketing activity, including attendance at shows, events, and local networking opportunities to build your profile and the agency's brand.
• Customer Experience
Deliver exceptional service standards at every stage of the customer journey, always meeting or exceeding expectations.
• Compliance & Quality Standards
Ensure all activity complies with NFU Mutual’s regulatory requirements and Training & Competence scheme. Maintain accurate and compliant records of customer interactions and advice given.
• Continuous Learning
Take responsibility for your ongoing development, keeping up to date with product knowledge, market changes, and compliance expectations.
• Teamwork & Agency Contribution
Work collaboratively with colleagues across the agency to contribute to the overall success and customer experience.
• Other Duties
Undertake any additional tasks as required by the agents or line manager to support the agency’s operations and objectives.
About you
• Be able to communicate effectively, both written and verbal
• Be able to problem solve, use own initiative and judgement
• Demonstrate attributes of honesty, integrity, due skill, care and diligence
• Be able to work under pressure
• Ability to meet targets and deadlines
• Have knowledge of commercial insurance
Good Repute Checks
Agents 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.
Please apply in writing with CV and covering letter to:
Pembrokeshire_management@nfumutual.co.uk
Or if you have any questions please contact the agency on 01437 762336.
Closing date for applications: 15 December 2025.
Please note you will be employed by an agent of NFU Mutual and not by NFU Mutual directly.