Insurance Consultant

Benefact Group plc; England; Hybrid; GBP 35,000; Full time

Job summary

A leading insurance provider in Somerset is seeking an Insurance Adviser to join their Affinity GI team in Taunton. This hybrid role involves providing exceptional service and advice to clients, aiming to maximize satisfaction and retention rates. Ideal candidates will be experienced in the UK insurance field and possess strong client-focused and organizational skills. The position offers competitive benefits and a focus on personal development.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Funding toward study and qualifications

Paid time off for volunteering

Qualifications

• Confident and capable of building rapport over the telephone.
• Ability to work in a regulated, compliant, client-focused environment.
• Organised, resourceful, and supportive of the wider team.
• Quality-oriented with great attention to detail.
• Proven experience in a similar UK insurance-based role.

Responsibilities

• Provide on-hand support and coaching to the team.
• Motivate and encourage the team to maximise business opportunities.
• Achieve individual objectives and key performance indicators.
• Provide support to the team’s Complaints Champion.
• Maintain in-depth knowledge of products and market trends.

Skills

Client rapport building

Organizational skills

Attention to detail

Ability to work in a regulated environment

Proven experience in UK insurance role

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Salary: Circa £35,000.00 OTE (depending on experience)

Working hours: 35 hours per week

Duration: Permanent

Location: Somerset

About the role

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

An exciting opportunity to join our AGI team! The ideal candidate will provide exceptional service and advice to clients in order to maximise client satisfaction, maintain high retention levels and achieve income targets in support of the business strategy.

This is a hybrid role with the expectation to be based in our Taunton office 2-3 days per week.

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 top 50 Best Large Companies to Work For in 2024, 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

• Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed
• Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets
• Achieve individual objectives and key performance indicators as set and agreed
• Provide support and direction to the team’s Complaints Champion and ensure all complaints handling requirements are met
• Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work

What you'll need to have

• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Ability to work in a regulated, compliant and client focussed environment
• Organised, resourceful, deadline driven and supportive of the wider team
• Quality orientated with great attention to detail
• Proven experience in a similar UK insurance based role

What makes you stand out

• Hold or willing to hold Chartered Insurance Institute Certificate in Insurance

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

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