Insurance Consultant

6 months ago


Exeter, United Kingdom Lloyd & Whyte Limited Full time

_**Please note that whilst hybrid/remote working is available, presence will be expected within our Totnes office (TQ9 5JA) at least 2-3 times per month. **_

**Salary**:Up to £30,000.00 per annum _(Depending on Experience and Qualification Status_)

**Qualifications & Experience**:

- Previous experience working within the insurance industry
- GCSE Maths & English at Grade C/Level 4 or above
- Chartered Insurance Institute Certificate in Insurance

**BENEFITS**
- 28 Days holiday + UK Bank Holidays
- Paid day off on your birthday
- Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full pay_
- Company Pension Plan
- Income Protection Insurance Scheme
- Death in Service Benefit (x2 times your annual salary)
- Cash plan benefit to assist with medical and wellbeing costs
- Annual charitable donation to chosen charity
- Support & funding for study towards your professional qualification
- Free on site parking
- Work from home (Once competent and agreed with line manager)
- Employee wellness programmes
- Cycle to Work Scheme
- Company Events
- Casual Dress
- Refer a friend scheme
- Paid time off for volunteering

**About You**:
Ambitious, driven, confident, capable, dedicated, focused, friendly.do these words describe you? Are you an experienced Insurance professional looking for a new role where your contribution will help to build on the success of an already dynamic team? Does delivering excellent levels of client service and putting clients first every single day come naturally to you? If so, you might be just the person we’re looking for

**About Us**

Naturesave Insurance, now officially part of the Lloyd & Whyte Group, is the UK’s leading green and ethical insurance provider whose activities fund an environmental charity, The Naturesave Trust - solely funded by donating 10% of annual premiums from all our personal insurance policies. Established in 1993 to offer ethical personal and commercial insurance, today we insure some of the UK’s greenest homes, organisations and individuals.

We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought.

As an award-winning company, professionalism and qualifications are integral to our company culture. We believe it’s vital that everyone within the business feels valued and has the right tools to do the job.

**Key Responsibilities**:

- Achieve individual objectives and key performance indicators as set and agreed
- Provide professional support and advice to clients ensuring high levels of service and client satisfaction
- Answer client queries, deal with renewals and mid term adjustments in a professional and timely manner
- Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly
- Deal with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested
- Ensure all policy administration is dealt with in a professional and timely manner
- Focus on timely collection of client money in accordance company procedures
- Adhere to all Company, regulatory and compliance guideline requirements
- Be professional when representing the Company at external events such as conferences and client visits (if required)
- Maintain and develop own technical competence
- Support colleagues from all areas of the business as required

**Job Types**: Full-time, Permanent

Pay: Up to £30,000.00 per year

**Benefits**:

- Bereavement leave
- Casual dress
- Company events
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Health & wellbeing programme
- On-site parking
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Application question(s):

- Can you commit to travelling to our Totnes office (TQ9 5JA) 2-3 times per month?

Licence/Certification:

- GCSE Maths & English at Grade C/Level 4 or above? (required)
- Chartered Institute Certificate in Insurance (required)

Work Location: In person



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