Insurance Adviser - Llanelli Lloyd & Whyte · Llanelli ·

Benefact Group plc; Llanelli; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a dedicated Insurance Adviser to join its Community Broking team in Llanelli. This role offers a fantastic opportunity for an experienced insurance professional to provide exceptional service and advice, ensuring client satisfaction while achieving business income targets. As part of a rapidly expanding and innovative group, you will play a vital role in a purpose-led organization that values inclusivity and personal development. If you are motivated, organized, and passionate about delivering quality service in the insurance sector, this position is perfect for you.

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

Parental leave

Support for professional qualifications

Paid time off for volunteering

Qualifications

• Experience in the UK insurance industry, preferably in personal lines.
• CII qualification or willingness to work towards it.

Responsibilities

• Provide exceptional service and insurance advice to clients.
• Achieve individual objectives and maintain high client satisfaction.
• Handle client queries, renewals, and adjustments promptly.

Skills

Insurance knowledge

Client relationship management

Communication skills

Attention to detail

Organizational skills

Education

CII qualification

Job description

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 and 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 in 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 with 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-oriented 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.

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, have 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.