Insurance Adviser

Lloyd & Whyte; Llanelli; On-site; GBP 22,000 - 26,000; Full time

Benefits offered by this job

28 days leave

Birthday off

Group pension

Bonus scheme

Holiday buy scheme

Health benefits

Sick pay

Study support

Volunteer time off

Job summary

Lloyd & Whyte Community Broking, part of Benefact Group, is seeking an Insurance Adviser in Llanelli. You will deliver professional advice and service to clients, aiming to maximise satisfaction and support income targets. A collaborative, inclusive culture and strong development opportunities are offered.

The role emphasizes relationship-building, compliant service, and proactive reviews to ensure clients have appropriate cover while achieving business goals.

Qualifications

• Confidence in building rapport over the phone to deliver a great client experience.
• Ability to provide comprehensive advice based on client reviews and recommendations.
• Motivated to meet and exceed sales targets.
• Organised, resourceful and deadline driven with team support.
• Able to work in a regulated, compliant environment.

Responsibilities

• Provide professional support and advice to clients ensuring high levels of service and client satisfaction.
• Answer client queries, manage renewals and mid-term adjustments professionally and promptly.
• Handle new business quotations and market presentations within agreed timescales.
• Ensure all policy administration is accurate and timely.
• Focus on timely collection of client money following company procedures.
• Be proactive in suggesting alternative products and advising on cover gaps with regular reviews.

Skills

Telephone rapport

Holistic advice

Sales-driven

Organised

Regulated environment

Job description

Salary: Starting from £24,000.00 (depending on experience)
Working hours: 35 hours per week
Duration: Permanent
Location: Llanelli

About The Role

Lloyd & Whyte Community Broking, who are proudly part of Benefact Group, are looking for an Insurance Adviser to join Community Broking in their Llanelli office. As an Insurance Adviser you'll provide exceptional service and advice to clients in order to maximise client satisfaction in order to achieve existing and new business 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

• 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
• Dealing with new business quotations and/or market presentations within agreed timescales, contributing to the achievement of team objectives and business goals.
• Ensuring all policy administration is dealt with in a professional and timely manner
• Focusing on timely collection of client money in accordance company procedures
• Be proactive - making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly

What you'll need to have

• Confidence and capability of building rapport over the telephone to provide an excellent client experience
• Ability to provide holistic advice based reviews and recommendations to clients
• Tenacious and motivated towards meeting and exceeding sales targets
• Organised, resourceful, deadline driven and supportive of the wider team
• Ability to work in a regulated, compliant and client focused environment

What makes you stand out

• Previous experience within the insurance industry (preferred but not essential)

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

Hear from the hiring manager

We’re a warm, welcoming team who pride ourselves on delivering outstanding service to our clients. We're looking for someone personable, approachable, and confident in face-to-face interactions — someone who enjoys building relationships and being part of a supportive, client-focused environment.

About Us

Lloyd & Whyte Community Broking are a collection of insurance brokers, across Wales and the Southwest, who share the same values, vision and passion for supporting our communities. We’re bringing insurance back to its roots, adding real value through specialist risk management, expert advice, and client-first service.

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