Commercial Insurance Consultant

Lloyd & Whyte; Taunton; Hybrid; GBP 40,000; Full time

Job summary

Join a forward-thinking company as a Commercial Insurance Consultant in Taunton, where your expertise in the UK insurance market will be valued. In this role, you will provide expert advice to clients, ensuring high retention levels and achieving income targets. This permanent position offers a supportive environment focused on professional development, with opportunities to grow your career. Enjoy a competitive salary, generous annual leave, and a range of health and wellbeing benefits, all while being part of an inclusive and purpose-driven organization committed to making a difference.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay

Parental leave

Support for study and professional qualifications

Paid time off for volunteering

Qualifications

• Experience in the UK Insurance Market is essential.
• Ability to provide expert advice to clients via phone and email.

Responsibilities

• Support retention and income targets while maintaining service KPIs.
• Provide coaching to team members and ensure compliance with processes.

Skills

UK Insurance Market Knowledge

Client Communication

Retention Strategies

Team Leadership

Education

Chartered Institute Certificate in Insurance (Cert CII)

Diploma in Insurance

Job description

Join to apply for the Commercial Insurance Consultant role at Lloyd & Whyte

2 days ago Be among the first 25 applicants

Join to apply for the Commercial Insurance Consultant role at Lloyd & Whyte

Salary: Up to £40,000.00 OTE (depending on experience)

Working hours: 35 hours per week

Duration: Permanent

Location: Somerset

About The Role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Consultant to join our AGI Commercial Operations team in their Taunton office.

The ideal candidate will be a seasoned 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 high retention levels and achieve 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

• Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards
• Be your Line Manager’s deputy
• Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed
• Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first, with consistent delivery of the right customer outcomes
• Support colleagues in their professional development , including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels
• Organise and monitor daily workflow & productivity for the team as required
• Promote, develop and enable our values and culture within the team
• Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets
• Assist with competency sign off and complete call and file assessments as required
• Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required
• Provide support and direction to the team’s Complaints Champion and ensure all complaints handling requirements are met
• Attend association events as required, representing the company in professional manner
• Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work.
  
  

Knowledge, skills and experience

• Demonstrable knowledge & experience within the UK Insurance Market
• Ability to commute on a hybrid basis to our Taunton office (4+ times per week)
• Chartered Institute Certificate in Insurance (Cert CII)
• Willing to work towards your Diploma in insurance (with subsidised study support)
  
  

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 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.

• Directory of Social Change’s UK Guides to Company Giving 2017-26

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

Referrals increase your chances of interviewing at Lloyd & Whyte by 2x

Sign in to set job alerts for “Insurance Advisor” roles.

Taunton, England, United Kingdom 2 weeks ago

Somerset, England, United Kingdom 2 days ago

Somerset, England, United Kingdom 2 weeks ago

Somerset, England, United Kingdom 2 days ago

Taunton, England, United Kingdom 3 weeks ago

Somerset, England, United Kingdom 2 days ago

Taunton, England, United Kingdom 1 month ago

Yeovil, England, United Kingdom 3 days ago

Weston-Super-Mare, England, United Kingdom 1 month ago

Weston-Super-Mare, England, United Kingdom 3 weeks ago

Somerset, England, United Kingdom 3 weeks ago

Weston-Super-Mare, England, United Kingdom 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.