Insurance Adviser
BENEFACT TRUST LIMITED
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Benefits offered by this job
Job summary
Naturesave Insurance is seeking an Insurance Adviser to join our Totnes office. The role offers hybrid working, a competitive salary starting from £35,000 with bonus potential, and a strong benefits package.
You will deliver commercial insurance sales, provide expert advice, and build relationships with existing and new clients while meeting service KPIs. Travel to the Totnes office is required at least once a month, with potential for remote work discussed at interview.
Qualifications
- Proven experience with the Commercial Insurance Industry.
- Confident and capable of building rapport over the telephone to provide an excellent client experience.
- Proactive and innovative approach to team development, helping to drive service excellence, quality standards, and operational efficiency.
- Able to work effectively within a regulated and compliant environment while maintaining a strong focus on client outcomes.
- Highly organised and adaptable, with the ability to balance multiple priorities, meet deadlines, and collaborate with colleagues to achieve shared objectives.
Responsibilities
- Help achieve organisational objectives by securing new business opportunities, retaining existing clients, meeting service KPIs, and maintaining high workflow standards.
- Maintain and enhance technical knowledge through continuous learning of products, market trends, and underwriting criteria, enabling the effective handling of complex cases and referrals.
- Support the achievement of business goals by generating new business opportunities, retaining existing clients, meeting service-related KPIs, and ensuring high standards of workflow management.
- Conduct comprehensive insurance reviews to identify customer needs and provide suitable product recommendations and solutions for both prospective and existing clients.
- Manage underwriting and claims activities effectively by working within authorised underwriting limits, ensuring claims are progressed promptly, and maintaining clear communication with clients throughout the settlement process.
Skills
Education
Job description
Salary: Starting from £35,000.00 (depending on experience) plus bonus potential
Working hours: 35 hours per week
Duration: Permanent
Location: Totnes
Naturesave Insurance, who are proudly part of Benefact Group, are looking for a Insurance Adviser to join our Totnes office.
An exciting opportunity to join the growing team at Naturesave, an award winning Insurance Broker, with over 30 years’ experience in providing ethical and sustainable personal and commercial insurance.
As an Insurance Adviser, you will deliver commercial insurance sales income targets through effective sales and relationship management techniques. You will provide expert advice, conduct thorough client review meetings with both existing and new commercial insurance clients to maximise business opportunities and support the overall business strategy.
Please note that whilst we are happy to consider this being a remote role, travel to our Totnes office will be required at least once a month. Further details can be discussed at interview stage.
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.
Help achieve organisational objectives by securing new business opportunities, retaining existing clients, meeting service KPIs, and maintaining high workflow standards.
Maintain and enhance technical knowledge through continuous learning of products, market trends, and underwriting criteria, enabling the effective handling of complex cases and referrals.
Support the achievement of business goals by generating new business opportunities, retaining existing clients, meeting service-related KPIs, and ensuring high standards of workflow management.
Conduct comprehensive insurance reviews to identify customer needs and provide suitable product recommendations and solutions for both prospective and existing clients.
Manage underwriting and claims activities effectively by working within authorised underwriting limits, ensuring claims are progressed promptly, and maintaining clear communication with clients throughout the settlement process.
Proven experience with the Commercial Insurance Industry
Confident and capable of building rapport over the telephone to provide an excellent client experience
Proactive and innovative approach to team development, helping to drive service excellence, quality standards, and operational efficiency.
Able to work effectively within a regulated and compliant environment while maintaining a strong focus on client outcomes.
Highly organised and adaptable, with the ability to balance multiple priorities, meet deadlines, and collaborate with colleagues to achieve shared objectives.
Chartered Insurance Institute Certificate in Insurance (hold/willing to work towards)
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
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 growing & developing team where your work protects communities and the environment.
Naturesave Insurance is a UK award winning green and ethical Insurance Broker with over 30 years of experience providing insurance to some of the UK's greenest homes, individuals and organisations. In 2022 we became part of the Lloyd & Whyte Group and are now proudly part of the Benefact Group.
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 an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.
If you need any additional support during the recruitment process, then please let us know.
*Directory of Social Change’s UK Guides to Company Giving 2017-26
- Company: Naturesave
- Role: Broking and Advisory
- Locations: Totnes
- Remote status: Hybrid
- Employment type: Permanent - Full Time
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