Insurance Adviser - Llanelli

Lloyd & Whyte; Llanelli; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in the insurance sector is seeking an Insurance Adviser in Llanelli. The role involves providing expert advice, achieving business targets, and ensuring client satisfaction. Ideal candidates will have prior insurance experience and be proactive in identifying cover gaps for clients.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Support toward study and qualifications

Paid time off for volunteering

Qualifications

• Previous experience in the UK insurance industry, ideally personal lines.
• Confident in building rapport over the telephone.
• Organised and detail-oriented.

Responsibilities

• Provide exceptional service and insurance advice to clients.
• Achieve individual objectives and key performance indicators.
• Manage client queries and renewals professionally.

Skills

Client Service

Sales

Insurance Knowledge

Education

CII qualification or willingness to pursue

Previous insurance industry experience

Job description

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Join to apply for the Insurance Adviser - Llanelli role at Lloyd & Whyte

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

Working hours: 35 hours per week

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.

This will be a great career opportunity for an already established Insurance professional looking for their next step within an ever evolving industry.

This role will be client focused and responsible for providing exceptional service and insurance advice to clients in order to maximise client satisfaction in order to achieve existing and new business income targets.

Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

Key Responsibilities

• Achieve individual objectives and key performance indicators as set and agreed
• Provide professional support and advice to clients ensuring high levels of service and client satisfaction
• Answer client queries, deal with renewals and mid term adjustments in a professional and timely manner
• Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly
• Ensure all policy administration is dealt with in a professional and timely manner
• Focus on timely collection of client money in accordance company procedures
• Adhere to all Company, regulatory and compliance guideline requirements
• Be professional when representing the Company at external events such as conferences and client visits (if required)
• Maintain and develop own technical competence
• Support colleagues from all areas of the business as required
  
  

Knowledge, skills and experience

• Previous experience working within the UK insurance industry, ideally within personal lines
• Hold/ willing to work towards your CII qualification
• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Tenacious and motivated towards meeting and exceeding targets
• Organised, resourceful, deadline driven and supportive of the wider team
• Quality orientated with great attention to detail
  
  

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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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