Insurance Adviser

Ecclesiastical Insurance Group; Exeter; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading ethical insurance provider in Exeter is seeking an Insurance Adviser to join their Naturesave team. This role involves providing professional support to clients, managing renewals, and offering sound advice on insurance products. Ideal candidates will have experience in the UK insurance industry and must be motivated to meet sales targets. The position offers a hybrid working model and excellent career development opportunities.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Health and wellbeing benefits

Enhanced sick pay and parental leave

Support for professional qualifications

Paid time off for volunteering

Qualifications

• Proven experience of the UK Insurance Industry.
• Confident and capable of building rapport over the telephone.
• Tenacious and motivated towards meeting and exceeding sales targets.

Responsibilities

• Provide professional support and insurance advice to clients.
• Answer client queries and deal with renewals in a timely manner.
• Make clients aware of alternative products.

Skills

Experience in the UK Insurance Industry

Client relationship management

Sales motivation

Regulatory compliance

Education

Cert CII qualification

Certificate in Insurance

Job description

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Salary: Up to £30,000.00 (depending on experience)

Working hours: 35 hours per week

Duration: Permanent

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Adviser to join our Naturesave team; the UK’s leading green and ethical insurance provide the UK’s leading green and ethical insurance provider.

Please note that during your initial training period, you'll be based full-time in our Totnes office. However once you've successfully completed probation, we offer hybrid working with an ideal split of 60% office / 40% from home, so you get the best of both worlds.

This role will see you speaking to clients on a daily basis, dealing with both renewals and new business, so would be the perfect next step for a driven insurance professional looking for a new challenge, where your contribution will help to build on the success of an already dynamic team.

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's top 50 Best Large Companies to Work For in 2024, 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

• Provide professional support and insurance advice to clients ensuring high levels of service and client satisfaction
  
• Answer client queries, deal with renewals and mid term adjustments in a professional and timely manner
  
• Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly
  
• Deal with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested
  
• Ensure all policy administration is dealt with in a professional and timely manner, supporting colleagues from all areas of the business as required.
  

What you'll need to have

• Proven experience of the UK Insurance Industry
  
• Confident and capable of building rapport over the telephone to provide an excellent client experience
  
• Tenacious and motivated towards meeting and exceeding sales targets
  
• Ability to work in a regulated, compliant and client focused environment
  
• Willingness to work towards your Cert CII qualification
  

What makes you stand out

• Certificate in Insurance

What we offer

• 28days annual leave plus bank holidays
• Your birthday off
• 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

"At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a team where your work protects communities and the environment."

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone.

If you need any additional support during therecruitment process, then please let us know.

*Directory of Social Change’s UK Guides to Company Giving 2017-26