Insurance Consultant

Lloyd & Whyte; Stevenage; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

28 days annual leave plus bank hols

Birthday leave

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Study and professional qualifications

Paid volunteering time off

Job summary

Lloyd & Whyte, part of Benefact Group, is hiring an Insurance Consultant for our Stevenage office. You will support our PPS GI team, focusing on veterinary and general insurance services.

You will deliver exceptional client experience, maintain high retention, and work toward income targets while developing expertise in products and underwriting guidelines in a collaborative environment.

Qualifications

• Confident in telephone communications and building rapport with clients.
• Able to work in a regulated, compliant environment with attention to detail.
• Organised, deadline-driven and supportive of the wider team.
• Proactive mindset to embrace new challenges and opportunities.
• Proven focus on service quality and efficiency.

Responsibilities

• Support the Line Manager to achieve retention and income targets and service KPIs.
• Provide coaching to the team ensuring consistent processes and ad hoc guidance.
• Maintain technical competence with products, market trends and underwriting guidelines.
• Motivate the team to maximise opportunities and promote insurance reviews.
• Review processes and assist with improvements as required.

Skills

Rapport building

Regulated environment

Organised

Proactive

Client service

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Salary: Starting from £30,000.00 (depending on experience)

Working hours: 35 per week, Monday to Friday

Duration: Permanent

Location: Stevenage

About The Role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Consultant to join our PPS GI team in our Stevenage office.

As an Insurance Consultant you 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 overall business strategy. This role will be supporting our Veterinary specialist team, as well as our general insurance division.

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

• Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards
• 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
• 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
• Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets
• Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required

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 focused environment
• Organised, resourceful, deadline driven and supportive of the wider team
• Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes
• Creative and effective in helping to shape the team to focus on service, quality standards and efficiency

What makes you stand out

• Chartered Insurance Institute Certificate in Insurance

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 are a passionate team specialising in Veterinary insurance looking for someone who is just as much an animal lover as we are!

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