Salary: Up to £40,000.00 OTE (depending on experience)
Working hours: 35 hours per week
Duration: Permanent
Location: Somerset
About the role
Lloyd & Whyte, part of Benefact Group, is seeking an Insurance Consultant to join our AGI team at the Taunton office.
Our AGI team seeks a candidate to provide exceptional service and advice to clients to maximize client satisfaction, achieve new business and related product income targets, and maintain high retention levels supporting our business strategy.
This role offers a great opportunity to develop your career within a rapidly expanding, innovative, and inclusive organization.
Key responsibilities
1. Achieve individual objectives and KPIs.
2. Provide holistic insurance reviews for commercial clients, identifying and promoting insurance products for new and existing clients.
3. Meet new business income, retention targets, and service KPIs.
4. Maintain a comprehensive diary and activity log to manage income generation.
5. Manage key client relationships as required.
6. Visit or arrange video meetings with clients.
7. Attend exhibitions professionally as needed.
8. Share market information and trends with your line manager.
9. Collaborate with the Client Liaison Team to maximize client opportunities.
10. Support team development through coaching and ensuring adherence to procedures.
11. Promote a culture of 'Treating Customers Fairly' and client-first service.
12. Support colleagues' professional development.
13. Assist with daily workflow organization and monitoring.
14. Promote company values and culture.
15. Participate in competency sign-off and assessments.
16. Review and improve processes and systems.
17. Maintain technical knowledge of products, trends, and underwriting guidelines.
18. Underwrite scheme policies according to guidelines.
19. Focus on client money collection within company guidelines.
20. Research potential new insurance products and introducers.
Knowledge, skills, and experience
1. Previous insurance experience in a similar role.
2. Chartered Insurance Institute Certificate in Insurance.
3. Preferably working towards Chartered Insurance Institute Diploma.
4. Ability to build rapport via phone, face-to-face, or video.
5. Target-driven with a holistic client approach.
6. Motivational coaching skills.
7. Creative in shaping team focus on service and quality.
8. Ability to work in a regulated, compliant environment.
9. Organized, resourceful, deadline-oriented, and team supportive.
10. Attention to detail and quality orientation.
11. Proactive in addressing challenges and opportunities.
What we offer
1. 28 days annual leave plus bank holidays.
2. Your birthday off.
3. Group Personal Pension.
4. Bonus scheme.
5. Holiday buy scheme.
6. Health and wellbeing benefits, including cash plan, income protection, and life assurance.
7. Enhanced sick pay and parental leave.
8. Support for study and professional qualifications.
9. Paid volunteering days.
Lloyd & Whyte offers a range of insurance services including niche schemes for healthcare professionals, commercial motor, broker-to-broker services, and personal insurance for various property types.
Benefact Group is a charitable, international financial services group with over 30 businesses, committed to philanthropy and community support, aiming to double its size and increase its charitable giving.
We value diversity and are committed to an inclusive culture. We welcome applications from all backgrounds and abilities. If you need support during the recruitment process, please let us know.
#J-18808-Ljbffr