Insurance Consultant: Growth, Service & Rewards – Exeter
Lloyd & Whyte
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Benefits offered by this job
Job summary
Lloyd & Whyte in Exeter is seeking an Insurance Consultant to join our Community Broking team. You will deliver expert advice and support to clients, aiming to maximise satisfaction and grow the book of business.
You will manage client relationships through visits or video meetings, conduct holistic insurance reviews and promote related products to both new and existing clients, while meeting service KPIs. We offer a collaborative culture, a competitive starting salary, generous leave, pension
Qualifications
- Experience in insurance advisory or broker roles.
- Strong client-service mindset and communication skills.
- Ability to operate in a regulated financial services environment.
Responsibilities
- Deliver new business income and retention targets and service KPIs.
- Manage client relationships through visits and video meetings.
- Provide holistic insurance reviews and promote related products.
- Maintain knowledge of products, market trends and underwriting guidelines.
- Coach team colleagues to ensure consistent processes and advice.
Skills
Education
Job description
Lloyd & Whyte in Exeter is seeking an Insurance Consultant to join our Community Broking team. You will deliver expert advice and support to clients, aiming to maximise satisfaction and grow the book of business.
You will manage client relationships through visits or video meetings, conduct holistic insurance reviews and promote related products to both new and existing clients, while meeting service KPIs. We offer a collaborative culture, a competitive starting salary, generous leave, pension
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