Commercial Insurance Consultant Lloyd & Whyte · Somerset ·

Benefact Group plc; Taunton; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

An established industry player is seeking an Insurance Consultant to join their dynamic team in Taunton. This role offers an exciting opportunity to provide expert insurance advice to clients while supporting the General Insurance division. The ideal candidate will thrive in a collaborative environment, focusing on high retention rates and achieving income targets. With a commitment to professional development and a supportive culture, this position is perfect for seasoned insurance professionals looking to advance their careers. Join a purpose-led organization dedicated to diversity and inclusion, and make a meaningful impact in the insurance sector.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay

Support for study and professional qualifications

Paid time off for volunteering

Qualifications

• Experience in the UK Insurance Market is essential.
• Ability to commute to Taunton office on a hybrid basis.

Responsibilities

• Support team to meet retention and income targets.
• Promote service excellence and a culture of treating customers fairly.
• Maintain technical competence with knowledge of products and market trends.

Skills

UK Insurance Market Experience

Expert Insurance Advice

Customer Service Excellence

Coaching and Support

Education

Chartered Institute Certificate in Insurance (Cert CII)

Willingness to work towards Diploma in Insurance

Job description

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, part of Benefact Group, is seeking an Insurance Consultant to join our AGI Commercial Operations team in Taunton.

The ideal candidate is a seasoned insurance professional seeking their next career move. In this role, you will support our General Insurance division by providing expert insurance advice to clients via phone and email, focusing on high retention and achieving income targets aligned with business strategy.

Joining our expanding and innovative group offers a great opportunity to develop your career and be part of an inclusive, purpose-led organization.

Key responsibilities

1. Support your Line Manager and team to meet retention, income targets, service KPIs, and workflow standards.
2. Act as your Line Manager’s deputy.
3. Provide support and coaching to ensure consistent process and advice, following procedures and guidelines.
4. Promote service excellence and a culture of ‘Treating Customers Fairly’ to ensure positive customer outcomes.
5. Support colleagues’ professional development, including qualifications and technical knowledge.
6. Organize and monitor daily workflow and productivity.
7. Promote company values and culture within the team.
8. Encourage team to maximize business opportunities, promote insurance reviews, identify underinsurance, and meet survey targets.
9. Assist with competency sign-off and conduct call and file assessments.
10. Review and improve processes, systems, and procedures as needed.
11. Support the team’s Complaints Champion and ensure complaint handling standards are met.
12. Represent the company at association events professionally.
13. Maintain technical competence with knowledge of products, market trends, and underwriting guidelines.

Knowledge, skills, and experience

1. Experience within the UK Insurance Market.
2. Ability to commute to Taunton office on a hybrid basis (4+ times/week).
3. Chartered Institute Certificate in Insurance (Cert CII).
4. Willingness to work towards Diploma in Insurance with support.

What we offer

1. 28 days annual leave plus bank holidays.
2. Your birthday off.
3. Group Personal Pension.
4. Bonus scheme.
5. Holiday buy scheme.
6. Health and wellbeing benefits, including cash plan, income protection, and life assurance.
7. Enhanced sick pay and parental leave.
8. Support and funding for study and professional qualifications.
9. Paid time off for volunteering.

Lloyd & Whyte offers a range of insurance services, from niche schemes for healthcare professionals to personal insurance for homes, including high-value and listed properties. Our group comprises multiple divisions and brands.

Benefact Group is a charitable-owned international financial services group, with over 30 businesses, and has donated over £250 million since 2014. We aim to become the UK’s top corporate donor and are committed to diversity and inclusion, fostering a community of talented, valued individuals.

We encourage applications from all backgrounds and are committed to providing support during the recruitment process as needed.