Insurance Consultant Lloyd & Whyte

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

Working hours:35hours per week, Monday to Friday

Duration:Permanent

Location: Exeter

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

As an Insurance Consultant you will provide exceptional service and advice to clients in order to maximise client satisfaction. As Insurance Consultant you will need to be ambitious to achieve new business and related product income targets, maintain the highest retention levels in support of the overall business strategy and handle mid-term adjustments, queries and claims in a timely professional and accurate manner.

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.

• 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; 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

• Hold or willing to work towards Chartered Insurance Institute Certificate in Insurance

• 28days 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 toward study and professional qualifications
• Paid time off for volunteering

"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. You will deliver a high standard of customer service in a collaborative, ethical environment where profits support charitable causes and our culture is focused on doing good"

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services.

We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.

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 over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with…