Salary:
Starting from £35,000.00 (depending on experience) + benefits
Working hours:
35 hours per week
Duration:
Permanent
Location:
Exeter
About The Role
Lloyd & Whyte, part of Benefact Group, is seeking an Insurance Consultant to join our Community Broking team in Exeter. This role offers an excellent opportunity to develop your career within a growing, purpose-led organization. Your responsibilities include providing exceptional client service, maximizing satisfaction, achieving sales targets, and handling client queries professionally.
Key Responsibilities
* Achieve individual and team targets for new business, retention, and service KPIs.
* Provide holistic insurance reviews, identify and promote suitable insurance products.
* Manage client relationships and conduct meetings or video calls as required.
* Support team development, share market insights, and improve processes.
* Maintain technical knowledge of products and market trends.
* Handle claims efficiently, support complaints processes, and ensure regulatory compliance.
Knowledge, Skills, and Experience
* Align with our values of Fun, Supportive, Professional, Partnership, and Ambition.
* Excellent communication skills, confident in building rapport over the phone.
* Organized, detail-oriented, and proactive.
* IT literate and analytical skills.
* Chartered Insurance Institute Certificate in Insurance or willingness to obtain.
What We Offer
* 28 days annual leave plus bank holidays, plus your birthday off.
* Group Pension, bonus scheme, health benefits, and wellbeing programs.
* Support for professional development and qualifications.
About Us
We provide specialist insurance services across various sectors, part of the Benefact Group—a charity-owned international financial services group committed to philanthropy and community support. We value diversity and are committed to an inclusive environment.
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