Overview
Be among the first 25 applicants. Salary: Circa £30,000.00 (depending on experience). Working hours: 35 hours per week. Duration: Permanent. Location: Somerset.
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Adviser - Personal Lines to join our Affinity GI team in their Taunton office. The ideal candidate will provide exceptional service and advice to clients to maximise client satisfaction, maintain high retention levels and achieve income targets in support of the business strategy.
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 UK\'s 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 You'll Be Doing
* Provide a proactive and responsive renewal service using best endeavours to retain clients at renewal through promotion of key selling features and effective liaison with insurers
* Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction
* Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible
* To assist in the maintenance, monitoring and drive of the core KPIs, processes and functions directly linked to team success
* Involvement with projects assigned by line managers or senior management team
What You'll 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
What Makes You Stand Out
* Hold or willing to work towards a Chartered Insurance Institute Certificate in Insurance
What We Offer
* 28 days 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
About Benefact Group and Inclusion
Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. The Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have ambitious plans to become the UK\’s number one corporate donor, with strategic objectives in place to double the Group\’s size. We are committed to creating an inclusive culture and building an environment where everyone feels valued and respected. We welcome applications from everyone.
EEO and Support
If you need any additional support during the recruitment process, then please let us know.
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