Benefact Group
Insurance Consultant
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Insurance Consultant
Insurance Consultant
Salary: Starting from £35,000.00 (depending on experience) plus bonus potential Working hours: 35 hours per week Duration: Permanent Location: Totnes (with remote flexibility vs. monthly office requirement)
About the Role
We, Naturesave Insurance (part of the Benefact Group), are seeking an Insurance Consultant to join our Totnes office.
*Note: Whilst we are open to remote arrangements, standard office attendance is required at least once a month. Further details are clarified at interview.
Why This Opportunity Matters
Join a growing ethical insurance broker with over 30 years of commercial/sustainable insurance expertise. As the Insurance Consultant, you’ll:
- Achieve commercial insurance sales targets via consultative relationship management.
- Deliver expert client advice to both new and existing commercial insurance clients, identifying opportunities to maximise business potential.
Key Responsibilities
- Conduct thorough insurance reviews, assess client needs, and recommend tailored products for new/existing customers.
- Drive business growth by meeting targets for new business, retention, service KPIs, and workflow standards.
- Maintain up-to-date technical expertise to manage complex cases and referrals—learning evolving products, market trends, and underwriting guidelines.
- Hit performance objectives by consistently meeting individual KPIs and contributing to team goals.
- Process and manage claims by adhering to underwriting authority levels, ensuring prompt settlements, and transparent client communication.
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Essential Requirements
✔️ Proven experience in the commercial insurance industry. ✔️ Ability to build rapport via phone for a superior client experience. ✔️ Creative problem-solving to enhance service, quality, and efficiency across the team. ✔️ Compliance-strength expertise within a regulated, client-focused environment. ✔️ Organisational drive—resourceful, deadline-conscious, and supportive of wider team goals.
(ē: Benefits may rely on additional industry qualification)
Additional Strengths
💡 Preferred skill: Holding—or commitment to pursuing— :the Chartered Insurance Institute (CII) Certificate in Insurance.
What We Offer
- Annual leave: 28 days + bank holidays.
- Flexibility: Birthday off.
- Benefits package:
- Group Personal Pension.
- Bonus scheme.
- Holiday buy scheme.
- Wellbeing benefits: Health cash plan, income protection, life assurance.
- Time off: Paid leave for volunteering.
- Support: Funded study / professional training.
Quote from the Hiring Manager
“At Naturesave, we prioritise planet, people, and purpose over profit). You’ll build a career as meaningful as its impact—helping protect communities and the environment.*
Get help with your application
Your very own career expert that helps elevate your application to the next level.
You’ll also thrive in our growing team, where culture is built on kindness, passion, and ambitious collaboration.”
About Us: Naturesave Insurance
For over 30 years, we’ve provided eco-insurance to sustainably focused homes, organisations, and individuals. Key highlights:
- UK award-winning ethical broker.
- In 2022, merged with Lloyd & Whyte Group before joining the Benefact Group.
About Us: Benefact Group
Vision
A global philanthropic services leader. Our 30+ member brands operate under a charity-ownership model.
Impact
💰 Charity donor ranking: UK’s 3rd largest corporate donor (since the last review) with £250m+ donated (2014–present). 🌱 Objective: Double the Group’s scale while maintaining our giving-first ethos.
Cultural Values
- We’re committed to attracting rewarding careers and position employees across ethical dimensions.
- Inclusivity: A community reflecting diverse backgrounds, abilities, perspectives, and motivations.
“Together, we aim to be a group that makes a lasting positive difference”
Further Support
If you need accessibility adjustments during the process, please disclose early. We’re here to help.
(Dictionary of Social Change review 2017–2026.)
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