Join us as a PMI Consultant at Lloyd & Whyte.
Salary: £38,000.00 - £42,000.00 (depending on experience) plus benefits.
Working hours: 35 hours per week
Duration: Permanent
Location: South West
About The Role
Lloyd & Whyte, part of Benefact Group, is looking for a Private Medical Insurance specialist to join our growing PMI team within Community Broking. This is a hybrid role with the ideal candidate needing to be able to commute to our Taunton or Gloucester office 2‑3 days per week. This is an exciting opportunity to join our new and growing PMI team and shape how the PMI business looks within Lloyd & Whyte group.
Responsibilities
* Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards.
* Develop and maintain strong propositions for relevant Individual/Private, SME and Corporate clients.
* 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.
* Attend face‑to‑face meetings with clients.
* Be accountable in the delivery of relevant lead generation targets ensuring focus on growth aims and objectives. Work with client liaison to build pipeline of activity away from own self‑generation.
* Quote & remarket Private Medical Insurance within the FCA guidelines and targets.
What You'll Need To Have
* Confident and capable in communicating, managing relationships and building rapport with clients to provide an excellent client experience.
* Creative and effective in helping to shape the team to focus on service, quality standards and efficiency.
* Driven to be pro‑active to new challenges and positively shape the desired opportunities and outcomes.
* Ability to deliver projects effectively with strong stakeholder engagement.
* Resourceful, organised and deadline driven with good time management and self‑motivation.
What Makes You Stand Out
* Chartered Insurance Institute Certificate in Insurance.
* Willing to work towards Chartered Insurance Institute Diploma in Insurance.
What We Offer
* 28 days annual leave plus bank holidays.
* Your birthday off.
* Group Personal Pension.
* Bonus scheme.
* A holiday buy scheme.
* Enhanced sick pay and parental leave.
* Support and funding toward study and professional qualifications.
* Paid time off for volunteering.
Hear from the Hiring Manager
"We are seeking a proactive, focused new business developer with partnership and rapport building skills to join the team in Taunton as a PMI Consultant. Experience in the PMI market from either a broking or insurer background is required in order to help build a future strategy for the business. If you are determined and focused on growth through targets and personal development, this may be the job for you!"
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