Client-Focused Insurance Adviser (Taunton)

Benefact Group plc; Taunton; Hybrid; GBP 24,000 - 29,000; Full time

Benefits offered by this job

29 days annual leave including bank

Your birthday off

Group personal pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Income protection and life assurance

Enhanced sick pay

Study and professional qualification支

Volunteer time off

Job summary

Benefact Group plc in Taunton is seeking an Insurance Adviser to join the Personal Lines Centre of Excellence. You will provide service and advice to clients to maximise satisfaction and support income targets.

Based at our Taunton office, you will handle client queries, renewals and policy administration while maintaining regulatory and compliance standards. This role offers a collaborative environment with development opportunities within a charity-driven group.

Qualifications

• 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.
• Ensure all policy administration is dealt with in a professional and timely manner.
• Adhere to all Company, regulatory and compliance guideline requirements.
• Maintain and develop own technical competence.

Responsibilities

• Providing professional support and advice to clients ensuring high levels of service and client satisfaction
• Answering client queries, deal with renewals and mid term adjustments in a professional and timely manner
• Ensuring all policy administration is dealt with in a professional and timely manner
• Adhering to all Company, regulatory and compliance guideline requirements
• Maintaining and develop own technical competence

Skills

Client service

Telephone rapport

Holistic advice

Regulatory compliance

IT literacy

Team collaboration

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Benefact Group plc in Taunton is seeking an Insurance Adviser to join the Personal Lines Centre of Excellence. You will provide service and advice to clients to maximise satisfaction and support income targets.

Based at our Taunton office, you will handle client queries, renewals and policy administration while maintaining regulatory and compliance standards. This role offers a collaborative environment with development opportunities within a charity-driven group.