Salary: Starting from £24,000 (depending on experience) plus benefits.
Working hours: 35 hours per week
Duration: Permanent
Location: Swansea
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Personal Lines Adviser to join our Community Broking team in their Swansea office.
The successful person will support the team to provide exceptional service and advice to clients in order to maximise client satisfaction and achieve existing and new business income targets in support of the business strategy.
Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.
Key responsibilities
* Achieve individual objectives and key performance indicators as set and agreed
* Provide professional support and 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 clients of potential gaps in cover and providing effective insurance reviews with clients regularly
* Ensure all policy administration is dealt with in a professional and timely manner
* Focus on timely collection of client money in accordance with company procedures
* Adhere to all Company, regulatory and compliance guideline requirements
* Be professional when representing the Company at external events such as conferences and client visits (if required)
* Maintain and develop own technical competence
* Support colleagues from all areas of the business as required
Knowledge, skills and experience
* Knowledge of the UK insurance industry (preferred)
* Confident and capable of building rapport over the telephone to provide an excellent client experience
* Ability to provide holistic advice based on reviews and recommendations to clients
* 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.
Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. 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 an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.
If you need any additional support during the recruitment process, then please let us know.
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