Salary: Starting from £24,000.00 (depending on experience)
Working hours: 35 hours per week
Duration: Permanent
Location: Llanelli
About The Role
LOTT & Whyte, part of the Benefact Group, is seeking an Insurance Adviser for its Community Broking team in the Llanelli office. As an Insurance Adviser you will provide exceptional service and advice to clients, maximizing client satisfaction to achieve existing and new business income targets which support the business strategy.
What you’ll be doing
* Providing professional support and advice to clients, ensuring high levels of service and client satisfaction
* Answering client queries, dealing with renewals and mid‑term adjustments in a professional and timely manner
* Handling new business quotations and/or presentations to the market on behalf of Account Executives within requested time‑frames
* Managing all policy administration in a professional and timely manner
* Focusing on timely collection of client money in accordance with company procedures
* Being proactive – making clients aware of alternative products, advising on potential gaps in cover, and providing effective insurance reviews regularly
What you’ll need to have
* Confidence and ability to build rapport over the telephone for an excellent client experience
* Capability to provide holistic, advice‑based reviews and recommendations to clients
* Tenacity and motivation to meet and exceed sales targets
* Organization, resourcefulness, deadline‑driven mindset and support for the wider team
* Ability to work in a regulated, compliant, client‑focused environment
What makes you stand out
* Chartered Insurance Institute certificate in Insurance (current or willing to pursue)
* Previous experience within the insurance industry
What we offer
* 28 days annual leave plus bank holidays
* Birthday off
* Group Personal Pension
* Bonus scheme
* Holiday buy scheme
* 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
Hear from the hiring manager
We’re a warm, welcoming team who pride ourselves on delivering outstanding service to our clients. We're looking for someone personable, approachable, and confident in face‑to‑face interactions – someone who enjoys building relationships in a supportive, client‑focused environment.
Lloyd & Whyte offer a range of specialist insurance services to a variety of clients, including niche scheme insurance for healthcare professionals, expert insurance for commercial motor vehicles, broker-to-broker services, and personal insurance for homeowners. We are part of the Benefact Group, a charity‑owned international financial services group dedicated to charitable giving and inclusive culture. We welcome applications from everyone.
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