The role
Customer Service Executive
• Up to £30K Salary (dependant on experience)
• Full Time Position Permanent Contract
• Location: Sherborne & Beaminster Offices 5 Days a Week, 08:45 – 17:00
Introduction to NFU Mutual
NFU Mutual offers a wide range of products and services, including general insurance, life, pensions, and investments, and has been providing quality insurance for its customers for over 110 years. We carefully balance delivering excellent service to our customers whilst ensuring the business is run effectively. As a mutual, supporting our customers and paying their claims comes first. We are a top ten UK insurance company and the UK’s largest rural insurer, with an agency network of over 250 local offices.
About the Sherborne & Beaminster Agency
As a local agency of NFU Mutual, we deliver a first-class service and sell their product range across our region to customers old and 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 is famous for.
Our agency is deeply rooted in the Sherborne & Beaminster communities. We are passionate about building strong connections, fostering a sense of belonging, and contributing positively to the local area. Our culture is built on collaboration, respect, and a shared commitment to supporting our clients and each other.
About the Role
As a Customer Service Executive within our team, you will play a key role in the success of an expanding local business, ensuring the office runs efficiently and our customers are always satisfied. You will handle policy amendments, sales, and claims, building long-lasting relationships with our clients. Above all, you will relish the challenge of being part of a truly client-focused, ambitious team.
You’ll also have plenty of opportunities to develop your knowledge and skills to ensure you sell professionally and compliantly. Always delivering a consistently excellent experience to customers, you’ll meet the requirements and standards of NFU Mutual, the T&C scheme, and our regulators. This role falls under the Insurance Distribution Directive, requiring Continuous Professional Development in role and ongoing screening checks once in post.
About you
29Patient and reassuring, you always go at the customer’s pace, making them feel comfortable whether discussing a policy renewal, answering general queries, or exploring new insurance opportunities. Enthusiastic, willing to learn, and open to new ideas, you bring an approachable style to building relationships with customers and colleagues alike.
It is essential that you have the following:
• Experience in customer service – flexible on industry, but great if you have a background in banking, financial services, or farming.
• Excellent written and verbal communication skills.
• Excellent organisational and administrative skills.
• A minimum of 5 GCSEs (9-5), or equivalent, including Maths and English.
Our Commitment to You:
You can expect full training in a professional, hardworking, friendly, and supportive environment. We encourage and support development and progression within our team, and the opportunity to complete funded Chartered Insurance Institute (CII) qualifications is a possibility.
Benefits:
• Competitive salary
• Long term career development opportunities
• Excellent training & Support
• Free parking.
• Option to sell / carry forward up to 5 days holiday per year
• Company Pension
• Healthcare Cash Plan after qualifying period of service
• 3x Death in Service
Our Values, Culture, and Community
At the Sherborne & Beaminster Agency, we believe in making a positive impact beyond our business. Our values of integrity, respect, and community engagement guide everything we do. We foster an inclusive culture where every team member feels valued, supported, and motivated to grow. Our commitment extends to actively participating in local initiatives and supporting the communities we serve.
How to Apply
Please apply in writing with your CV and a covering letter to:
Finlay_Sinclair@nfumutual.co.uk
Scott_Harris2@nfumutual.co.uk
Closing Date for all applications: 29th August 2025.
Our business is committed to ensuring the security and protection of the personal information that we process and to providing a compliant and consistent approach to data protection. We process this data for recruitment purposes only. To learn more about how we collect, keep, and process your private information in compliance with GDPR, please contact us.
Please note you will be employed by an agent of NFU Mutual and not NFU Mutual directly.