Salary:Circa £35,000.00 OTE(depending on experience)
Working hours:35 hours per week
Duration:Permanent
Location:Somerset
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Adviser to join our Affinity GI team in their Taunton office.
An exciting opportunity to join our AGI team! The ideal candidate will provide exceptional service and advice to clients in order to maximise client satisfaction, maintain high retention levels and achieve income targets in support of the business strategy.
This is a hybrid role with the expectation to be based in our Taunton office 2-3 days per week.
Why join us?
Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UKs top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities within a rapidly growing, innovative Group—where all profits go to charity and good causes.
What youll be doing
* 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
* Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets
* Achieve individual objectives and key performance indicators as set and agreed
* Provide support and direction to the team’s Complaints Champion and ensure all complaints handling requirements are met
* 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
What youll need to have
* Confident and capable of building rapport over the telephone to provide an excellent client experience
* Ability to work in a regulated, compliant and client focussed environment
* Organised, resourceful, deadline driven and supportive of the wider team
* Quality orientated with great attention to detail
* Proven experience in a similar UK insurance based role
What makes you stand out
* Hold or willing to hold Chartered Insurance Institute Certificate in Insurance
What we offer
* 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
If you need any additional support during the recruitment process, then please let us know.
We welcome applications from everyone.
*Directory of Social Change’s UK Guides to Company Giving 2017-26
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