Customer Service Adviser

Lloyd & Whyte; Taunton; On-site; GBP 22,500 - 27,500; Full time

Benefits offered by this job

28 days annual leave + bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Job summary

Lloyd & Whyte, part of Benefact Group, seeks a Customer Service Adviser for the Taunton office to deliver exceptional service and advice within the Affinity GI team. 35 hours, permanent role, starting salary £25,000 with bonus potential.

You’ll develop your career in insurance, build client relationships and contribute to retention and income targets while upholding regulatory standards.

Qualifications

• Confidence building rapport over the telephone to provide an excellent client experience.
• Quality oriented attitude with great attention to detail.
• Ability to work in a regulated, compliant and client focused environment.
• Organised, resourceful, deadline driven and supportive of the wider team.
• Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious.

Responsibilities

• Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction
• Ensure all policy administration is dealt with in a professional and timely manner
• Underwrite scheme policies within underwriting authority level & referral guidelines
• Provide a proactive and responsive renewal service using best endeavours to retain clients at renewal through promotion of key selling features and effective liaison with insurers
• Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible

Skills

Telephone rapport

Attention to detail

Regulatory/compliance

Organised

Client-focused

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Salary: Starting from £25,000.00 (depending on experience) + bonus potential

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Taunton

About The Role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Customer Service Adviser to join the Affinity GI team in their Taunton office.

As a Customer Service Adviser, you will be ambitious and looking to develop your career in insurance. You will be responsible for providing exceptional service and advice to clients in order to maximise client satisfaction, maintain high retention levels and achieve income targets in support of the business strategy.

Why join us?

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes.

What you’ll be doing

• Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction
• Ensure all policy administration is dealt with in a professional and timely manner
• Underwrite scheme policies within underwriting authority level & referral guidelines
• Provide a proactive and responsive renewal service using best endeavours to retain clients at renewal through promotion of key selling features and effective liaison with insurers
• Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible

What you’ll need to have

• Confidence and capability of building rapport over the telephone to provide an excellent client experience
• Quality orientated attitude with great attention to detail
• Ability to work in a regulated, compliant and client focused environment
• Organised, resourceful, deadline driven and supportive of the wider team
• Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious

What makes you stand out

• Previous customer service experience
• Previous insurance experience
• Chartered Insurance Institute Certificate in Insurance

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