Customer Engagement Coordinator FTC Stratford-upon-Avon

NFU Mutual Group; Tiddington; Hybrid; GBP 24,000 - 25,000; Full time

Job summary

A leading UK insurance company is seeking a Customer Engagement Coordinator in Tiddington. The role involves supporting Sales Consultants by generating appointments and leads through customer interactions. This hybrid position allows for a mix of office-based and home working. Candidates should bring strong customer service skills and the ability to manage administrative tasks effectively. Compensation includes a salary of £24,037 - £25,000, annual bonus, and a range of benefits, within a supportive and inclusive culture.

Benefits

Annual bonus (up to 10% of salary)

Contributory pension scheme

25 days annual leave

Gym membership contribution

Health and wellbeing plan

Employee Volunteering

Life Assurance cover

Qualifications

• Proven customer service experience over the phone or face-to-face.
• Confident in using systems and databases.
• Genuine passion for helping people.

Responsibilities

• Generate appointments and leads from customer conversations.
• Manage departmental mailboxes and arrange customer appointments.
• Provide administrative support to ensure compliant sales service.

Skills

Customer service experience

Use of CRM systems

Empathy in conversations

Ability to communicate financial information

Process-driven

Tools

Microsoft Office

Job description

# Customer Engagement Coordinator FTCRegion: MidlandsLocation: Stratford-upon-AvonContract type: Fixed Term ContractReference number: SADI02654Working pattern: Full-time (Part-time hours considered)Salary: £24,037 - £25,000 + bonus + benefits package## Customer Engagement Co-ordinator* Connect our customers to our experts and make an impact to our Financial Services team * Join a supportive team with opportunities to develop your career * Hybrid role: 1 to 2 days working office-based in Stratford-Upon-Avon, work the rest of your hours from home## About the roleWe have two opportunities in our Financial Services Sales team. As a Customer Engagement Coordinator, you’ll play a key part in supporting our Non-Advised Sales Consultants and Financial Advisers by generating appointments and leads from both inbound and outbound customer conversations. You’ll manage departmental mailboxes, arrange customer appointments, and provide vital administrative support to ensure a professional, compliant, and cost-effective sales service. Your day-to-day will be varied: from handling incoming and outgoing post, maintaining accurate records in our database, to supporting the team with internal reporting and sales support tasks. You’ll also develop effective relationships with Sales Managers, Advisers, and Agents to enhance the quality of leads and contribute to the ongoing development of our Financial Services proposition. This is a nine-month fixed-term opportunity, to support within an increased workload within the team. This role is based in our Tiddington Head Office, just outside Stratford-Upon-Avon, typically one to two days per week in the office, with more during initial training or as business needs require. However, we understand how important a positive work-life balance is to you, so we offer great facilities when you want to be in an office environment and support to work some of your hours from home. To help you give your best in the office and at home, we’re also open to discussing what part-time hours might look like for you. This role falls under Insurance Distribution Directive requirements, and as a result, role holders will be required to demonstrate ongoing Continuous Professional Development in role, along with undergoing regular re-screening to show that they are of “Good Repute”. Further information can be found in the . **This role is known internally as Financial Services Lead Generator**## About youYou’ll bring proven customer service experience - whether you’ve supported customers or stakeholders over the phone, face-to-face or both (essential). You may have gained this experience through voluntary roles or work experience; what's most important is that you have a genuine passion for helping people. You’re confident in your ability to use systems and databases; whether you’ve got experience of using a CRM system or Microsoft Office based applications, you’re able to pick up processes quickly. Previous work experience within a Financial Services organisation would give you a great head-start, but if you don’t have this knowledge, we’ll be able to give you all the training you need to succeed. To join the team, you’ll be: * Empathetic, able to handle emotive conversations confidently * Confident when interpreting and communicating financial information to customers - Essential * Process-driven, experienced with following procedures and policies closely *At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees.* *We recognise that some candidates may experience barriers during the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process.* *We're proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.*## Benefits and RewardsWhen you join our team,you can expecta supportive cultureandanattractive range ofrewards and benefitsincluding: * Salary between £24,037 - £25,000 * Annual bonus (up to 10% of salary) * Contributory pension scheme, up to 20%, including your 8% contribution * 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme * A Family Friendly policy that helps you balance your work and family responsibilities * Access to savings at High Street brands, travel and supermarkets * £20 contribution to a monthly gym membership – subject to T&Cs * Health and wellbeing plan- cashback for dentist, opticians, physio and more * Access to voluntary benefits, including health assessments, private medical insurance and dental insurance * Employee Volunteering - volunteerin the community for one day each year * Unlimited access to Refer a Friend £500 bonus scheme * Life Assurance coverof 4 x salary * Employee discounts of 15% on a range of NFU Mutual insurance policies. * Salary sacrifice employee car scheme - subject to eligibility## Working at NFU MutualWe’reone of the UK’s leading general insurance and financial services companies. For over 110 yearswe’veput our customers at the heart of everything we do.Ourpeopleare just as important to us. Wepride ourselves on being “a great place to work” and our Gallup Exceptional Workplace 2025 award was not only awarded with Distinction but also named us as the first UK-based company to receive a Gallup Exceptional Workplace for ten years in a row. We are also the only Insurer to feature in the LinkedIn Top 15 Companies 2025 list of ‘Best midsize employers to grow your career in the UK’, the Glassdoor Best Places to Work UK List 2023 and 2024, and were recognised as a certified UK Top Employer by the Top Employers Institute in 2023, 2024 and 2025. We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, so we are successful now and in the future.We are a leading provider of General Insurance and Financial Services. From our strong farming roots we’ve grown to become a UK-wide organisation, turning over £1billion annually. Yet success hasn’t gone to our heads. We’re proud to remain completely customer focused, down-to-earth and committed to the rural communities we’ve grown from.Our ethos - of trust, respect and personal service - lies at the heart of all we do and has seen us build an enviable reputation for exceptional member loyalty. Though we’ve been in business for over 110 years, we have big ambitions for the future. And that’s why we’re looking for talented people to join our growing organisation. Talented people like you.