Insurance Consultant - Exeter: Client Advisory & Growth

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

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.