Commercial Insurance Consultant Lloyd & Whyte · Somerset, Taunton ·

Benefact Group plc; Taunton; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

An established industry player is looking for an Insurance Consultant to join their dynamic team in Taunton. This role offers the chance to provide expert insurance advice, support customer retention, and contribute to a culture of service excellence. With a commitment to professional development, you'll have opportunities to enhance your skills and qualifications while enjoying a range of benefits, including generous annual leave and health perks. Join a purpose-driven organization that values inclusivity and social impact, making a real difference in the community.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension scheme

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay

Support for professional qualifications

Paid volunteering leave

Qualifications

• Proven experience in the UK Insurance Market is essential.
• Willingness to work towards further qualifications with support.

Responsibilities

• Support retention and income targets while ensuring service excellence.
• Assist in coaching team members and improving processes.

Skills

UK Insurance Market Knowledge

Customer Service Excellence

Coaching and Support

Process Improvement

Education

Chartered Institute Certificate in Insurance (Cert CII)

Diploma in Insurance (in progress)

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

The ideal candidate will be an experienced insurance professional seeking their next career opportunity. In this role, you will support our General Insurance division by providing expert insurance advice to clients via phone and email, aiming to maintain high retention levels and meet income targets aligned with our business strategy.

Joining our expanding and innovative group offers a great opportunity for career development and to be part of an inclusive, purpose-driven organization.

Key responsibilities

1. Support your Line Manager and team in achieving retention and income targets, service KPIs, and workflow standards.
2. Act as deputy to your Line Manager.
3. Provide support and coaching to ensure consistent process and advice, following all procedures and guidelines.
4. Promote service excellence and a culture of ‘Treating Customers Fairly’ to ensure positive customer outcomes.
5. Assist colleagues’ professional development, including qualifications and technical knowledge, to maintain required competency levels.
6. Organize and monitor daily workflow and productivity.
7. Foster our values and culture within the team.
8. Encourage the team to maximize business opportunities, promote insurance reviews, and meet client survey targets.
9. Assist with competency assessments, call and file reviews.
10. Review and suggest improvements to processes, systems, and procedures.
11. Support complaint handling processes and ensure compliance.
12. Represent the company professionally at association events.
13. Maintain technical knowledge of relevant products, market trends, and underwriting guidelines.

Knowledge, skills, and experience

1. Proven knowledge and experience in the UK Insurance Market.
2. Ability to commute to our Taunton office on a hybrid basis (4+ times per week).
3. Chartered Institute Certificate in Insurance (Cert CII).
4. Willingness to work towards a Diploma in Insurance, with support for study expenses.

What we offer

1. 28 days annual leave plus bank holidays.
2. Your birthday off.
3. Group Personal Pension scheme.
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 professional qualifications.
9. Paid volunteering leave.

Lloyd & Whyte offers specialist insurance services across various sectors, including niche schemes for healthcare professionals, commercial motor, and high-value homes. Our group comprises multiple divisions and brands.

Benefact Group is a charitable, international financial services group, owning over 30 businesses. We are committed to social impact, having donated over £250 million since 2014, and aim to double our size while fostering a culture of kindness, ambition, and diversity.

We value inclusivity and are committed to creating a respectful environment. Applications from all backgrounds are welcomed.

If you require additional support during the recruitment process, please let us know.