Insurance Consultant

Lloyd & Whyte; Exeter; On-site; GBP 35,000 - 41,000; Full time

Job summary

A leading company in Exeter is looking for an Insurance Consultant to join their Community Broking team. This role offers a chance to develop your career while providing exceptional client service, achieving sales targets, and managing client relationships. You will be part of a supportive and ambitious team, contributing to the growth of a purpose-led organization.

Benefits

28 days annual leave plus bank holidays

Group Pension

Bonus scheme

Health benefits

Wellbeing programs

Support for professional development

Qualifications

• Excellent communication skills, confident in building rapport over the phone.
• Organized, detail-oriented, and proactive.

Responsibilities

• Achieve individual and team targets for new business and retention.
• Provide holistic insurance reviews and promote suitable products.
• Manage client relationships and conduct meetings as required.

Skills

Communication

Organizational Skills

Analytical Skills

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Salary:

Starting from £35,000.00 (depending on experience) + benefits

Working hours:

35 hours per week

Duration:

Permanent

Location:

Exeter

About The Role

Lloyd & Whyte, part of Benefact Group, is seeking an Insurance Consultant to join our Community Broking team in Exeter. This role offers an excellent opportunity to develop your career within a growing, purpose-led organization. Your responsibilities include providing exceptional client service, maximizing satisfaction, achieving sales targets, and handling client queries professionally.

Key Responsibilities

• Achieve individual and team targets for new business, retention, and service KPIs.
• Provide holistic insurance reviews, identify and promote suitable insurance products.
• Manage client relationships and conduct meetings or video calls as required.
• Support team development, share market insights, and improve processes.
• Maintain technical knowledge of products and market trends.
• Handle claims efficiently, support complaints processes, and ensure regulatory compliance.

Knowledge, Skills, and Experience

• Align with our values of Fun, Supportive, Professional, Partnership, and Ambition.
• Excellent communication skills, confident in building rapport over the phone.
• Organized, detail-oriented, and proactive.
• IT literate and analytical skills.
• Chartered Insurance Institute Certificate in Insurance or willingness to obtain.

What We Offer

• 28 days annual leave plus bank holidays, plus your birthday off.
• Group Pension, bonus scheme, health benefits, and wellbeing programs.
• Support for professional development and qualifications.

About Us

We provide specialist insurance services across various sectors, part of the Benefact Group—a charity-owned international financial services group committed to philanthropy and community support. We value diversity and are committed to an inclusive environment.