Insurance Consultant

The Benefact Group; Taunton; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A prominent financial services group in Taunton is seeking an Insurance Adviser to join their Affinity GI team. The role involves providing excellent client service and coaching team members, with a focus on maximizing client satisfaction and achieving income targets. Ideal candidates will have proven experience in a similar UK insurance role and strong client rapport-building skills. The position offers a hybrid work model, competitive benefits, and opportunities for professional development.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Health and wellbeing benefits

Enhanced sick pay

Support for professional qualifications

Paid time off for volunteering

Qualifications

• Proven experience in a similar UK insurance based role.
• Ability to work in a regulated and client-focused environment.
• Confident and capable of building rapport over the telephone.

Responsibilities

• Provide on‑hand support and coaching to the team.
• Motivate the team to maximise business opportunities.
• Achieve individual objectives and KPIs.
• Maintain technical competence with relevant products.

Skills

Client rapport building

Organisational skills

Attention to detail

Experience in UK insurance

Job description

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

Qualifications

• 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
• Quality orientated with great attention to detail
• Proven experience in a similar UK insurance based role

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 welcome applications from everyone.

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