Salary: Starting from £35,000.00 (depending on experience)
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Exeter
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Broker to join our Community Broking team in their Exeter office.
As an Insurance Broker, you will provide exceptional service and advice to clients in order to maximise client satisfaction. You will need to be ambitious to achieve new business and related product income targets, maintain the highest retention levels in support of the overall business strategy and handle mid-term adjustments, queries and claims in a timely professional and accurate manner.
Why join us?
Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.
What you'll be doing
* Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
* Manage client relationships through visiting and arranging video meetings with clients when required
* Be an expert in providing holistic insurance reviews for clients, identifying and promoting related insurance products working with both new and existing business clients
* Continuously improve and maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
* Provide on‑hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed
What you'll need to have
* Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
* Confident and capable of building rapport over the telephone to provide an excellent client experience
* Ability to work in a regulated, compliant and client focused environment
* Organised, resourceful, deadline driven and supportive of the wider team
* Driven to be pro‑active to new challenges and positively shape the desired opportunities and outcomes
What makes you stand out
* Hold Chartered Insurance Institute Certificate in Insurance
What we offer
* 28 days annual leave plus bank holidays
* Your birthday off
* Group Personal Pension
* Bonus scheme
* A holiday buy scheme
* An array of health and wellbeing benefits, company cash plan, income protection and life assurance
* Enhanced sick pay and parental leave
* Support and funding toward study and professional qualifications
* Paid time off for volunteering
Hear from the hiring manager
We are seeking an experienced Insurance Broker to join our dynamic team and drive growth through expert advice. The successful candidate will play a pivotal role in nurturing client relationships, providing bespoke insurance solutions, and identifying and converting new business opportunities. You will deliver a high standard of customer service in a collaborative, ethical environment where profits support charitable causes and our culture is focused on doing good
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