Insurance Adviser

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

Working hours: 35 hours per week

Duration: Permanent

Location: Totnes

Naturesave Insurance
, who are proudly part of Benefact Group
, are looking for a Insurance Adviser to join our Totnes office.

An exciting opportunity to join the growing team at Naturesave
, an award winning Insurance Broker, with over 30 years’ experience in providing ethical and sustainable personal and commercial insurance.

As an Insurance Adviser
, you will deliver commercial insurance sales income targets through effective sales and relationship management techniques. You will provide expert advice, conduct thorough client review meetings with both existing and new commercial insurance clients to maximise business opportunities and support the overall business strategy.

Please note that whilst we are happy to consider this being a remote role, travel to our Totnes office will be required at least once a month. Further details can be discussed at interview stage.

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.

• Help achieve organisational objectives by securing new business opportunities, retaining existing clients, meeting service KPIs, and maintaining high workflow standards.

• Maintain and enhance technical knowledge through continuous learning of products, market trends, and underwriting criteria, enabling the effective handling of complex cases and referrals.

• Support the achievement of business goals by generating new business opportunities, retaining existing clients, meeting service‑related KPIs, and ensuring high standards of workflow management.

• Conduct comprehensive insurance reviews to identify customer needs and provide suitable product recommendations and solutions for both prospective and existing clients.

• Manage underwriting and claims activities effectively by working within authorised underwriting limits, ensuring claims are progressed promptly, and maintaining clear communication with clients throughout the settlement process.

• Proven experience with the Commercial Insurance Industry

• Confident and capable of building rapport over the telephone to provide an excellent client experience

• Proactive and innovative approach to team development, helping to drive service excellence, quality standards, and operational efficiency.

• Able to work effectively within a regulated and compliant environment while maintaining a strong focus on client outcomes.

• Highly organised and adaptable, with the ability to balance multiple priorities, meet deadlines, and collaborate with colleagues to achieve shared objectives.

• Chartered Insurance Institute Certificate in Insurance (hold/willing to work towards)

• 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 towards study and professional qualifications

• Paid time off for volunteering

At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a growing & developing team where your work protects communities and the environment.

Naturesave Insurance is a UK award winning green and ethical Insurance Broker with over 30 years of experience providing insurance to some of the UK's greenest homes, individuals and organisations. In 2022 we became part of the Lloyd & Whyte Group and are now proudly part of the Benefact Group.

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…