Insurance Consultant, Insurance Sales

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

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.

• 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, and making certain all procedures and guidelines are followed.
• 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.

• 28 days annual leave plus bank holidays.
• Your birthday off Group.
• Personal Pension.
• Bonus scheme.
• 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.

We welcome applications from everyone.