[Screenshot 2023-08-16 134739.png][Benefact-Proudly-Part-of_Proudly-Part-of-Benefact-Group_Lock-up_RGB_37828.jpg]
Salary: Up to £30,000.00 OTE (depending on experience)
Working hours: 35 per week
Duration: Permanent
Location: Somerset
-----------------------------------
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Senior Insurance Adviser to join our Affinity General Insurance team in their Taunton office.
The successful individual will be a sales driven insurance professional looking for their next career move. Within this role, you will ultimately be responsible for supporting our General Insurance division by providing expert insurance advice to our clients via phone and email, all to maintain maximise growth and achieve income targets in support of the business strategy.
Joining our rapidly expanding andinnovative Group presents a fantastic opportunity to develop your career andbecome an integral part of an inclusive, purpose-led organisation.
Key responsibilities
* Be proactive and maximise all business opportunities making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients wherever possible
* Provide professional support and advice to clients ensuring high levels of service and client satisfaction
* Generation of leads by effectively contacting existing clients, previous clients, previous quotes and prospects
* Ensure all policy administration is dealt with in a professional and timely manner
* Underwrite scheme policies within underwriting authority level & referral guidelines
* Adhere to all Company, regulatory and compliance guideline requirements
* Be professional when representing the Company at external events such as conferences and client visits
* To assist in the maintenance, monitoring and delivery of the core KPIs, processes and functions directly linked to team success
* Assist in quality assessment, monitoring and sign off of team members
* Handle a variety of complex work and referrals
Knowledge, skills and experience
* Previous insurance sales experience within a similar role
* Chartered Insurance Institute Certificate in Insurance
* Confident and capable of building rapport over the telephone to provide an excellent client experience
* Able to commute to our Taunton office 4-5 times per week.
* Ability to provide holistic advice based reviews and recommendations to clients
* Tenacious and motivated towards meeting and exceeding sales targets
* Ability to work in a regulated, compliant and client focused environment
* Organised, resourceful, deadline driven and supportive of the wider team
* Quality orientated with great attention to detail
-----------------------------------
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
-----------------------------------
Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.
Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.
We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.
-----------------------------------
At Benefact Group, we are committed to creating aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone.
If you need any additional support during therecruitment process, then please let us know.
-----------------------------------
*Directory of Social Change’s UK Guides to Company Giving 2017-26