Insurance Adviser

LLOYD'S REGISTER INTERNATIONAL; Llanelli; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

28 days annual leave

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Study and professional qualifications支

Volunteer time off

Job summary

Lloyd & Whyte, part of Benefact Group, is seeking an Insurance Adviser for the Community Broking team in Llanelli. The role involves delivering professional insurance advice, handling renewals and mid-term changes, and supporting client relationships to meet sales and service targets.

It offers a competitive salary from £30,000, a hybrid working pattern, and a range of health, pension and development benefits. 35 hours weekly, permanent contract, located in Llanelli.

Qualifications

• Experience delivering insurance advice, handling renewals and mid-term adjustments.
• Ability to achieve sales targets while maintaining compliance and client focus.
• Strong client communication and relationship-building skills.

Responsibilities

• Deliver excellent client service by providing professional advice and resolving queries.
• Proactively conduct insurance reviews and identify coverage gaps.
• Manage new business quotations and policy administration to meet targets.
• Ensure timely collection of client payments and maintain compliance with regulatory requirements.
• Represent the company professionally and continually develop technical knowledge.

Skills

Customer service

Communication

Sales orientation

Regulatory compliance

IT literacy

Time management

Organised

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Insurance Adviser

We are looking for an Insurance Adviser to join Community Broking in our Llanelli office. Competitive salary, excellent benefits and hybrid working.

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 a 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?

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

• 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 and approachable, who genuinely enjoys building relationships and thrives in a supportive, client‑focused environment."\

Lloyd & Whyteoffer 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.

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