GI Consultant

Wesleyan; Birmingham; On-site; GBP 24,000 - 30,000; Part time

Benefits offered by this job

Annual bonus

28 days holiday

Flexible hybrid working

Pension scheme

Underground parking (free)

Salary sacrifice schemes

Enhanced family leave

Volunteering days

Job summary

Wesleyan in Birmingham is seeking a motivated GI Consultant to join our General Insurance team. You will provide tailored advice on Home, Motor and Travel Insurance, handling renewals, policy changes and new business opportunities.

In this 12-month fixed-term contract (35 hours per week, occasional Saturdays), you will deliver against targets, build strong customer relationships and ensure compliant, accurate documentation in line with FCA and IDD standards.

Qualifications

• Understanding of delivering an advice-led customer service experience.
• Knowledge of financial services and regulated environments.
• Communication skills, both verbal and written.
• Excellent customer service and relationship-building skills.
• Ability to manage multiple priorities while maintaining attention to detail.
• Organised, self-motivated and target driven.
• Resilient, adaptable, and able to perform under pressure.
• GCSEs (or equivalent) including English and Maths.

Responsibilities

• Providing tailored advice to customers on Home, Motor and Travel Insurance policies.
• Managing inbound and outbound customer calls regarding renewals, policy changes, and new business opportunities.
• Delivering against individual and team income, retention, and service targets.
• Identifying opportunities to cross-sell related products and generate quality referrals.
• Supporting customers with policy amendments, premium recalculations, and payment updates.
• Ensuring customer documentation is accurate, compliant, and issued promptly.
• Taking ownership of customer queries and complaints, resolving issues efficiently and professionally.
• Delivering outstanding customer outcomes while working within FCA, IDD and company regulatory standards.

Skills

Advice-led customer service

Regulated environments

Communication skills

Customer relationship building

Multitasking/Attention to detail

Organised/Target driven

Resilience/Adaptability

Education

GCSEs including English and Maths

Tools

CDL systems

Job description

GI Consultant - Customer Services

Salary: up to £27,000
Contract Type: Fixed Term Contract - 12 months - 35 hours per week, with occasional Saturdays (9:00am - 1:00pm)
Location: Birmingham
Closing Date: 27/10/2026

Shape Brighter Futures with Wesleyan

Established in 1841, Wesleyan help trusted professionals-GPs, hospital doctors, dentists, and teachers-secure their financial future. Today, we're proud to continue that mission with passion and purpose. If you're looking for a role where your expertise makes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity, we'd love to hear from you.
Find out more about who we are: careers.wesleyan.co.uk

Make a Difference in the General Insurance - Customer Services team.

We are looking for a motivated and customer-focused GI Consultant to join our General Insurance team in Birmingham. This is an excellent opportunity for someone with insurance experience who enjoys building customer relationships, delivering tailored advice, and achieving results within a supportive and collaborative environment.

Your Impact

Here's how you'll make a difference:
As a GI Consultant, you will play a key role in helping customers protect what matters most through our Home, Motor and Travel Insurance products.

You will be responsible for:

• Providing tailored advice to customers on Home, Motor and Travel Insurance policies.
• Managing inbound and outbound customer calls regarding renewals, policy changes, and new business opportunities.
• Delivering against individual and team income, retention, and service targets.
• Identifying opportunities to cross-sell related products and generate quality referrals.
• Supporting customers with policy amendments, premium recalculations, and payment updates.
• Ensuring customer documentation is accurate, compliant, and issued promptly.
• Taking ownership of customer queries and complaints, resolving issues efficiently and professionally.
• Delivering outstanding customer outcomes while working within FCA, IDD and company regulatory standards.

What You\'ll Bring

Essential

• Understanding of delivering an advice-led customer service experience.
• Knowledge of financial services and regulated environments.
• Communication skills, both verbal and written.
• Excellent customer service and relationship-building skills.
• Ability to manage multiple priorities while maintaining attention to detail.
• Organised, self-motivated and target driven.
• Resilient, adaptable, and able to perform under pressure.
• GCSEs (or equivalent) including English and Maths.

Desirable

• Experience in Home, Motor or General Insurance sales and/or renewals.
• Experience using CDL systems.
• Cert CII qualification (or working towards).
• Understanding of insurance brokers and insurer relationships.
• Knowledge of mutual organisations.
• Awareness of the professional customer segments Wesleyan serves, including Doctors, Dentists, Teachers, and Lawyers.

Benefits That Work for You

We believe rewards should reflect the life you live. Here\’s what you can expect:

• Annual bonus to recognise your contribution.
• 28 days holiday (plus a culture day!) - rising to 30 days with service.
• Flexible hybrid working for better work-life balance.
• Company pension scheme - matched plus 2% (up to 10%).
• Free secure underground Birmingham city centre parking (subject to availability, weekend use included).
• Salary sacrifice schemes that help you provide the things that matter - to include PMI, Electric Vehicle Leasing and cashback on everyday essentials.
• Enhanced family leave and two volunteering days to give back to causes you care about.

Discover the full range of benefits: Wesleyan Careers Rewards

Why Wesleyan?

We\'re building a culture where everyone belongs. Diversity isn\'t just a policy-it\'s part of who we are. Whatever your background, we want you to feel valued and empowered to thrive. We\'re proud supporters of the ABI Making Flexible Work campaign, which means we\'re open to discussing flexible working, job shares, and part-time options.
If you need reasonable adjustments during the recruitment process, just let us know-we\'re here to support you.

What to Know Before Applying

• Right to Work: We\'re unable to provide VISA sponsorship, so you\'ll need the legal right to live and work in the UK.
• Advert Closing: We typically advertise for two weeks but may close early if we receive a high volume of applications.