GI Consultant

Wesleyan Group; Birmingham; Hybrid; GBP 24,000 - 30,000; Part time

Benefits offered by this job

Annual bonus

Hybrid working

Pension scheme

Underground parking

Salary sacrifice schemes

Family leave & volunteering days

Job summary

Wesleyan in Birmingham is seeking a GI Consultant to deliver tailored Home, Motor and Travel Insurance advice. You’ll manage renewals, policy changes and new business, with a focus on strong customer relationships.

Working in a supportive General Insurance team, you’ll operate within FCA standards, aiming to hit service and retention targets while providing clear, compliant guidance to clients.

Qualifications

• Understanding of delivering an advice-led customer service experience.
• Knowledge of financial services and regulated environments.
• Excellent customer service and relationship-building skills.
• Ability to manage multiple priorities with attention to detail.
• Resilient, adaptable and able to work under pressure.

Responsibilities

• Provide tailored advice to customers on Home, Motor and Travel Insurance.
• Handle inbound and outbound calls regarding renewals, policy changes and new business.
• Help meet individual and team income, retention and service targets.
• Identify opportunities to cross-sell related products and referrals.
• Assist with policy amendments, premium recalculations and payments.
• Ensure customer documentation is accurate and compliant.

Skills

Customer service

Communication skills

Insurance knowledge

Regulated environments

Multitasking

GCSE English & Maths

CDL systems

Education

GCSEs English & Maths

Cert CII (or studying)

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’reproud to continue that mission with passion and purpose. Ifyou’relooking for a role where yourexpertisemakes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity,we’dlove 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.

• 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.

WhatYou’llBring

• 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.
• 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

• 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 is not 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, soyou’llneed 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—apply early to avoid disappointment.