Insurance Consultant

Lloyd & Whyte; Exeter; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

28 days annual leave

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health & wellbeing benefits

Enhanced sick pay

Study funding

Volunteer time off

Job summary

Lloyd & Whyte Community Broking, part of Benefact Group, seeks an Insurance Consultant in Exeter to deliver expert advice and achieve new business income targets while maintaining high client retention. You will handle mid-term adjustments, queries and claims with professionalism and accuracy.

You will build strong client relationships, provide holistic insurance reviews, and promote related products to both new and existing clients, ensuring compliance and service quality.

Qualifications

• Chartered Insurance Institute Certificate in Insurance is required.
• Experience delivering insurance reviews and cross-selling related products.

Responsibilities

• Deliver new business income and retention targets for clients.
• Manage client relationships through visits and video meetings.
• Provide holistic insurance reviews and promote related products.
• Maintain up-to-date knowledge of products, market trends and underwriting guidelines.
• Support the team with consistent processes and advice.

Skills

Client relationship management

Insurance knowledge

Regulatory compliance

Organization

Proactivity

Communication skills

Education

CIIs Certificate in Insurance

Job description

Salary: Starting from £35,000.00 (depending on experience)

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Exeter

About The Role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Consultant to join our Community Broking team in their Exeter office.

As an Insurance Consultant, you will provide exceptional service and advice to clients in order to maximise client satisfaction. You will need to be ambitious to achieve new business and related product income targets, maintain the highest retention levels in support of the overall business strategy and handle mid-term adjustments, queries and claims in a timely professional and accurate manner.

Why join us?

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.

What you'll be doing

• Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
• Manage client relationships through visiting and arranging video meetings with clients when required
• Be an expert in providing holistic insurance reviews for clients, identifying and promoting related insurance products working with both new and existing business clients
• Continuously improve and maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
• Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed

What you'll need to have

• Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Ability to work in a regulated, compliant and client focused environment
• Organised, resourceful, deadline driven and supportive of the wider team
• Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes

What makes you stand out

• Hold Chartered Insurance Institute Certificate in Insurance

What we offer

• 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

Hear from the hiring manager

"We are seeking an experienced Insurance Consultant to join our dynamic team and drive growth through expert advice. The successful candidate will play a pivotal role in nurturing client relationships, providing bespoke insurance solutions, and identifying and converting new business opportunities. You will deliver a high standard of customer service in a collaborative, ethical environment where profits support charitable causes and our culture is focused on doing good"

About Us

Lloyd & Whyte Community Broking are a collection of insurance brokers, across Wales and the Southwest, who share the same values, vision and passion for supporting our communities. We’re bringing insurance back to its roots, adding real value through specialist risk management, expert advice, and client-first service.

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