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Insurance adviser

Totnes
Lloyd & Whyte
Insurance
Posted: 15h ago
Offer description

Overview

Join to apply for the Insurance Adviser role at Lloyd & Whyte. Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Adviser to join our Naturesave team; the UK’s leading green and ethical insurance provider.

Salary: Up to £30,000.00 (depending on experience)

Working hours: 35 hours per week

Duration: Permanent

Location: Totnes / Devon

Location & Training: During your initial training period you'll be based full-time in our Totnes office. Once you've completed probation, we offer hybrid working with an ideal split of 60% office / 40% from home.

About the Role: This role involves speaking to clients on a daily basis, handling renewals and new business, and contributing to the success of an already dynamic team.

Why join us? Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. We are ranked amongst the UK's top 50 Best Large Companies to Work For in 2024 and offer 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 professional support and insurance advice to clients ensuring high levels of service and client satisfaction
* Answer client queries, deal with renewals and mid-term adjustments in a professional and timely manner
* Be proactive in making clients aware of alternative products, advising on potential gaps in cover and conducting effective insurance reviews with clients regularly
* Deal with new business quotations and/or presentations to market on behalf of Account Executives within requested timescales
* Ensure all policy administration is dealt with in a professional and timely manner, supporting colleagues from all areas of the business as required


What You'll Need to Have

* Proven experience of the UK Insurance Industry
* Confident and capable of building rapport over the telephone to provide an excellent client experience
* Tenacious and motivated towards meeting and exceeding sales targets
* Ability to work in a regulated, compliant and client-focused environment
* Willingness to work towards your Cert CII qualification


What We Offer

* 28 days annual leave plus bank holidays
* Your birthday off
* Group Personal Pension
* Bonus scheme
* A 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

EEO Statement: We welcome applications from everyone. If you need any additional support during the recruitment process, please let us know.

About the Employer: Lloyd & Whyte offer a range of specialist insurance services to a variety of clients, including niche scheme insurance for healthcare professionals, commercial motor/ broker-to-broker services, and personal insurance for homeowners. The Benefact Group is a unique international financial services group owned by a charity and committed to giving back to communities.

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