Insurance Adviser - Personal Lines

Lloyd & Whyte; Taunton; On-site; GBP 24,000 - 29,000; Full time

Benefits offered by this job

28 days annual leave plus bank hols

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Income protection and life assurance

Enhanced sick pay and parental leave

Study and professional qualification支

Paid volunteering

Job summary

Lloyd & Whyte Community Broking, part of Benefact Group, is hiring an Insurance Adviser to join our Personal Lines Centre of Excellence in Taunton. You will deliver professional advice to clients, support their needs, and contribute toward income targets in a compliant, service-driven environment.

The role focuses on client service, renewals, and mid-term adjustments, with a strong emphasis on regulatory compliance and ongoing development of technical expertise.

Qualifications

• Hold or be willing to work towards a Chartered Insurance Institute Certificate in Insurance.
• Ability to provide professional advice while meeting regulatory requirements.
• Strong communication skills to build rapport with clients over the phone.

Responsibilities

• Provide professional support and advice to clients to maximise satisfaction.
• Handle renewals and mid-term adjustments in a timely manner.
• Ensure policy administration is completed accurately and on time.
• Adhere to company, regulatory and compliance guidelines.
• Develop personal technical competence and knowledge.

Skills

Rapport building over the phone

Holistic client advice

Regulatory compliance mindset

Organised and deadline-driven

IT literate

Education

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

Job description

Salary: Starting from £26,500.00 (depending on experience)

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Taunton

About The Role

Lloyd & Whyte Community Broking, who are proudly part of Benefact Group, are looking for an Insurance Adviser to join our Personal Lines Centre of Excellence team in our Taunton office.

As an Insurance Adviser, you will 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
• Ensuring all policy administration is dealt with in a professional and timely manner
• Adhering to all Company, regulatory and compliance guideline requirements
• Maintaining and develop own technical competence

What you'll need to have

• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Ability to provide holistic advice based reviews and recommendations to clients
• Ability to work in a regulated, compliant and client focused environment
• Organised, resourceful, deadline driven and supportive of the wider team
• IT Literate

What makes you stand out

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

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

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

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.