At a Glance
- Tasks: Provide tailored insurance advice and support customers with their Home, Motor, and Travel policies.
- Company: Join Wesleyan, a purpose-led mutual dedicated to building brighter financial futures.
- Benefits: Up to £25,000 salary, hybrid working, generous holidays, and career progression opportunities.
- Other info: Be part of an inclusive culture where you can thrive and grow your career.
- Why this job: Make a real impact by helping customers protect what matters most in a supportive environment.
- Qualifications: Customer service experience and strong communication skills are essential.
GI Consultant
Location: Birmingham, hybrid options available
Hours: 35 hours per week, with occasional Saturdays (9:00am - 1:00pm)
Salary: Up to £25,000 per annum + discretionary bonus
Contract Type: 12-month FTC
Join a Mutual with an Edge
At Wesleyan, we are proud to be a specialist financial services mutual dedicated to supporting professional customers throughout their careers and beyond. Our purpose is simple: to build brighter financial futures for our customers while delivering exceptional service and trusted advice.
We are looking for a motivated and customer-focused GI Consultant to join our General Insurance team in Birmingham. This is an excellent opportunity for someone with insurance experience who enjoys building customer relationships, delivering tailored advice, and achieving results within a supportive and collaborative environment.
What You'll Be Doing
As a GI Consultant, you will play a key role in helping customers protect what matters most through our Home, Motor and Travel Insurance products.
You will be responsible for:
- Providing tailored advice to customers on Home, Motor and Travel Insurance policies.
- Managing inbound and outbound customer calls regarding renewals, policy changes, and new business opportunities.
- Delivering against individual and team income, retention, and service targets.
- Identifying opportunities to cross-sell related products and generate quality referrals.
- Supporting customers with policy amendments, premium recalculations, and payment updates.
- Ensuring customer documentation is accurate, compliant, and issued promptly.
- Taking ownership of customer queries and complaints, resolving issues efficiently and professionally.
- Delivering outstanding customer outcomes while working within FCA, IDD and company regulatory standards.
What You'll Receive
At Wesleyan, we recognise that our people are key to our success. In return, you will benefit from:
- Salary up to £25,000 per annum
- Discretionary bonus scheme
- 35-hour working week
- Hybrid and flexible working opportunities
- Generous holiday entitlement
- Pension scheme
- Life assurance and wellbeing support
- Training, development, and career progression opportunities
- The chance to be part of a purpose-led mutual organisation
What We're Looking For
Essential
- Understanding of delivering an advice-led customer service experience.
- Knowledge of financial services and regulated environments.
- Communication skills, both verbal and written.
- Excellent customer service and relationship-building skills.
- Ability to manage multiple priorities while maintaining attention to detail.
- Organised, self-motivated and target driven.
- Resilient, adaptable, and able to perform under pressure.
- GCSEs (or equivalent) including English and Maths.
Desirable
- Experience in Home, Motor or General Insurance sales and/or renewals.
- Experience using CDL systems.
- Cert CII qualification (or working towards).
- Understanding of insurance brokers and insurer relationships.
- Knowledge of mutual organisations.
- Awareness of the professional customer segments Wesleyan serves, including Doctors, Dentists, Teachers, and Lawyers.
Why Wesleyan?
We are committed to creating an inclusive culture where everyone can thrive. We believe in doing the right thing for our customers, colleagues and communities, and we are looking for people who share our passion for delivering exceptional customer experiences.
If you are looking to build your career in insurance and thrive in a customer-focused, target-driven environment, we would love to hear from you.
Apply today and help us continue delivering Mutuality with an Edge.
GI Consultant in Birmingham employer: Wesleyan
Wesleyan is an exceptional employer that prioritises collaboration, innovation, and integrity, making it a fantastic place for Business Analysts to thrive. With a hybrid working model based in Birmingham or Oswestry, employees enjoy a flexible work-life balance, competitive salary, and generous benefits including an annual bonus, enhanced family leave, and opportunities for professional development. Join a diverse team committed to making a meaningful impact in the financial services sector while enjoying a supportive and inclusive work culture.
StudySmarter Expert Advice🤫
We think this is how you could land GI Consultant in Birmingham
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Wesleyan). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Wesleyan. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace GI Consultant in Birmingham
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Wesleyan.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Wesleyan. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Wesleyan
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Wesleyan to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Wesleyan, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Wesleyan's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
