Job Description

GI CONSULTANT - RETENTION / CUSTOMER SERVICE CONSULTANT

Basic Salary: Up to 25,000 dependent on skills and experience

Permanent

Hybrid working (office based in Birmingham) - Currently 1-2 days in the office per week

Closing Date: 24th November 2025

As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation's most trusted professions: GPs, hospital doctors, dentists, and teachers.


To find out more about what we do, visit our website:https://www.wesleyan.co.uk/about


We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options.

Your role:

You'll be working within a team of consultants to deliver renewals for specified insurance products namely Home, Motor and Travel. You'll deliver a high service standard and will demonstrate to our clients we are a Mutual with edge whilst always operating in line with our compliance and regulatory requirements.


You'll be responsible for achieving activity targets and KPIs, which will contribute to the wider performance of your team, all whilst demonstrating a high level of customer service.

What you'll be doing:

Provide tailored advice to renew Motor/Home/Travel Insurance via inbound and outbound calls. Handle both inbound and outbound telephone calls from new and existing customers ensuring all customer requests/queries/changes are dealt with in a timely manner. Ensure all customer documentations are sent meeting quality standards and accurate information. Upgrade policies to client needs promoting features & benefits in line with Wesleyan standards. To administer changes to policies which includes recalculating premiums, working with underwriting, update payments and liaise with customers. Take great care in results to achieve objectives consistently and compliantly ensuring best outcomes for customers and treating them fairly.

We're looking for:

Understanding and delivering an advice-based service. Understanding of financial services Previous Home or Motor insurance sales/existing business experience. Ability to work under pressure and react to changing workloads. Manage multiple tasks whilst maintaining attention to detail whilst demonstrating good written and oral communication skills. Customer service skills to a high standard.

Benefits:

Annual Performance based Bonus - based on a mixture of company and personal performance 28 days annual leave (plus 1 additional "culture day" & bank holidays) - increases to 30 days with 5 years' service Company pension scheme - matched plus 2% (up to 10%) Free secure underground Birmingham city centre parking (available on weekends for personal use - subject to availability) Cashback and discounts on major brands in retail, leisure, health, and wellbeing Enhanced maternity & paternity pay 2 volunteering days per year

To find out more about some of the great benefits Wesleyan offer, visit our careers page:

https://careers.wesleyan.co.uk/applicantPortal/rewards

What to know before applying:

Equal Opportunities:

Wesleyan are an equal opportunities employer. We know the best teams are made up of inclusive groups of diverse people where everyone's contribution counts, and we believe everyone has the right to proudly be themselves. We're building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.

Reasonable Adjustments:

We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.

VISA Sponsorship:

We are unable to provide VISA sponsorship, and therefore cannot employ anyone who does not have the legal right to live and work in the UK - within our recruitment process you will be asked to provide evidence of your Right to Work.

Advert Closing:

We typically advertise for two weeks, though we reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you'd like to be considered for our opportunities.

Regulatory Requirements:

Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).