Benefact Group

Insurance Consultant

Benefact Group

full-time

Posted on:

Location Type: Hybrid

Location: Exeter • United Kingdom

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Salary

💰 £35,000 per year

About the role

  • 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

Requirements

  • Ability to work in a regulated, compliant and client focused environment
  • 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
  • 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
Benefits
  • 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 toward study and professional qualifications
  • Paid time off for volunteering
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
insurance reviewsclient relationship managementunderwriting guidelinesservice KPIsworkflow standards
Soft Skills
communicationteamworkcreativityorganisationproactivityrapport buildingsupportivenessdeadline driven
Certifications
Chartered Insurance Institute Certificate in Insurance