Insurance Advisor / Insurance Consultant

TN United Kingdom; Birmingham; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

An established industry player is seeking an Insurance Advisor to join their dynamic team in Birmingham. This role offers the opportunity to provide tailored insurance advice to clients, ensuring exceptional customer service. With a hybrid working model, you will balance office and remote work, making it ideal for those seeking flexibility. Enjoy a range of benefits including annual leave, performance bonuses, and opportunities for professional growth. If you have a passion for helping others and thrive in a target-driven environment, this position could be the perfect fit for you.

Benefits

28 days annual leave

Free secure parking

Annual performance-based bonus

Pension contributions matched (+2%)

Cashback and discounts

Enhanced maternity & paternity pay

2 volunteering days per year

Flexible working options

Qualifications

• Previous industry experience in insurance with excellent customer service.
• Ability to provide tailored advice and quotations for insurance.

Responsibilities

• Provide tailored advice for motor, home, and travel insurance.
• Process customer requests and ensure documentation accuracy.
• Follow up on leads and work towards service delivery targets.

Skills

Customer Service

Communication Skills

Insurance Knowledge

Sales Skills

Target Achievement

Education

High School Diploma

Insurance Certification

Job description

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Insurance Advisor / Insurance Consultant, Birmingham

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Client:

Location:

Birmingham, United Kingdom

Job Category:

Consulting

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EU work permit required:

Yes

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Job Reference:

69a267e55b70

Job Views:

8

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

INSURANCE ADVISOR / INSURANCE CONSULTANT

Salary: Basic salary up to £25,500 / OTE up to £30,000 (dependent on skills and experience)

Permanent

Hybrid working (office based in Birmingham) – Currently 1 day in the office per week

As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation’s most trusted professions: GPs, hospital doctors, dentists, and teachers.

To find out more about what we do, visit our website: https://www.wesleyan.co.uk/about

We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options.

This role requires circa 1 out of every 5 Saturdays worked (9am - 1pm).Paid as overtime - you can work Saturdays more often if you wish to.

Your role:

We have a fantastic new job opportunity for a New Business Insurance Consultant / Insurance Advisorwho has previous industry experience, preferably providing tailored advice and quotations to customers for Motor, Home and/or Travel Insurance with excellent customer service and communication skills.

As a New Business Insurance Consultant/Insurance Advisor working at the heart of the Wesleyan’s General Insurance Department, you will be responsible for providing tailored advice for Motor/Home and Travel Insurance via inbound and outbound calls.

You will have appointments set for you by our Outbound Team, meaning you can use your time efficiently and effectively to ensure our customers are provided with the most exceptional service possible.

What you’ll be doing:

• Providing tailored advice to customers for motor, home and travel insurance quotations
• Processing customer requests with queries and changes to policies
• Ensuring all customer documentation is sent accurately and completed to an excellent standard
• Being pro-active in ensuring that the leads passed onto you are followed up efficiently and in a timely manner
• Working towards targets to ensure the company is delivering the best levels of service to customers
• You have experience within Insurance (ideally within motor, home or travel)
• You’ll be comfortable and able to thrive with targets and KPIs
• It’s all about communication and the customer journey, so you will join us equipped with an outstanding telephone manner
• You have a great understanding of Insurers and Insurance brokers
• 28 days annual leave (plus 1 additional “culture day” & bank holidays) – increases to 30 days with 5 years’ service
• Free secure underground Birmingham city centre parking (available on weekends for personal use)
• Annual performance-based bonus
• Pension contributions matched (+ 2%)
• Cashback and discounts on major brands in retail, leisure, health, and wellbeing
• Enhanced maternity & paternity pay
• 2 volunteering days per year

To find out more about some of the great benefits Wesleyan offer, visit our careers page: https://careers.wesleyan.co.uk/applicantPortal/rewards

What to know before applying:

Equal Opportunities: Wesleyan are an equal opportunities employer. We know the best teams are made up of inclusive groups of diverse people where everyone’s contribution counts, and we believe everyone has the right to proudly be themselves. We’re building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.

Reasonable Adjustments: We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.

VISA Sponsorship: We are unable to provide VISA sponsorship, and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.

Recruitment Agencies: Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.

Advert Closing: We reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities.

Regulatory Requirements: Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).