Insurance Consultant

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

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Exeter

About the role

Insurance Consultant to join the Community Broking team at the Exeter office. Provide exceptional service and advice to clients to maximise satisfaction, achieve new business and product income targets, maintain high retention, and handle mid‑term adjustments, queries, and claims professionally and accurately.

What you’ll be doing

• Deliver individual and team new business income and retention targets, service KPIs, and meet workflow standards.
• Manage client relationships through visits and arranging video meetings when required.
• Be an expert in providing holistic insurance reviews for clients, identifying and promoting related products.
• Continuously improve and maintain technical competence in relevant products, market trends, and underwriting guidelines to handle referrals and complex work.
• Provide on‑hand support and coaching to the team, ensuring consistent approach to processes and advice and compliance with procedures and guidelines.

What you’ll need to have

• Creative and effective at shaping 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 proactive with new challenges and positively shape desired opportunities and outcomes.

What makes you stand out

• Hold Chartered Insurance Institute Certificate in Insurance.

What we offer

• 28 days annual leave plus bank holidays.
• Birthday off.
• Group personal pension.
• Bonus scheme.
• Holiday buy scheme.
• 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.

We welcome applications from everyone.

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