Insurance Adviser

Benefact Group; Llanelli; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

28 days leave + bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay & parental leave

Study and professional qualifications

Job summary

Lloyd & Whyte, part of Benefact Group, seeks an Insurance Adviser to join the Community Broking team in Llanelli. You will deliver professional advice and exceptional service to clients, aiming to maximise satisfaction, achieve new business and product income targets, and handle mid-term adjustments and claims.

Join a supportive, values-driven team with a clear path for development; benefits include a generous pension, holidays, bonus scheme and study support.

Qualifications

• Demonstrates company values of being fun, supportive, professional, ambitious, and working in partnership with others.
• Builds strong client relationships and delivers an excellent customer experience through confident and effective communication.
• Provides comprehensive, advice-led reviews and recommendations tailored to client needs.
• Driven to achieve and exceed sales targets while working within a regulated, compliant, and client-focused environment.
• Highly organised, detail-oriented, IT literate, and able to manage deadlines while supporting the wider team.

Responsibilities

• Deliver excellent client service by providing professional advice, resolving queries, and managing renewals and policy adjustments promptly.
• Proactively support clients through regular insurance reviews, identifying coverage gaps, and recommending suitable products and solutions.
• Manage new business quotations, policy administration, and Account Executive support efficiently while meeting agreed timescales and performance targets.
• Ensure timely collection of client payments and maintain full compliance with company, regulatory, and industry requirements.
• Represent the company professionally, collaborate with colleagues across the business, and continually develop technical knowledge and expertise.

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Salary: Starting from £30,000.00 (depending on experience)

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Llanelli

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Adviser to join our Community Broking team in their Llanelli office.

As an Insurance Adviser you will provide exceptional service and advice to clients in order to maximise client satisfaction, achieving new business and related product income targets, maintaining the highest retention levels in support of the overall business strategy and handling mid-term adjustments, queries and claims in a timely professional and accurate manner.

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

• Deliver excellent client service by providing professional advice, resolving queries, and managing renewals and policy adjustments promptly.
• Proactively support clients through regular insurance reviews, identifying coverage gaps, and recommending suitable products and solutions.
• Manage new business quotations, policy administration, and Account Executive support efficiently while meeting agreed timescales and performance targets.
• Ensure timely collection of client payments and maintain full compliance with company, regulatory, and industry requirements.
• Represent the company professionally, collaborate with colleagues across the business, and continually develop technical knowledge and expertise.

What you'll need to have

• Demonstrates company values of being fun, supportive, professional, ambitious, and working in partnership with others.
• Builds strong client relationships and delivers an excellent customer experience through confident and effective communication.
• Provides comprehensive, advice-led reviews and recommendations tailored to client needs.
• Driven to achieve and exceed sales targets while working within a regulated, compliant, and client-focused environment.
• Highly organised, detail-oriented, IT literate, and able to manage deadlines while supporting the wider team.

What makes you stand out

• Chartered Insurance Institute Certificate in Insurance (or willing to work towards)

What we offer

• 28days 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 and approachable, who genuinely enjoys building relationships and thrives in a supportive, client-focused environment."

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

Company Lloyd & Whyte Role Broking and Advisory Locations Llanelli Remote status Hybrid Employment type Permanent - Full Time