Insurance Consultant

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

Job summary

A leading financial services group in Taunton is seeking an Insurance Adviser to provide exceptional client service while supporting a collaborative team. This hybrid role requires proven experience in the UK insurance sector, with a focus on achieving targets and maintaining high retention levels. The ideal candidate will be organised, detail-oriented, and capable of working in a client-centered environment.

Benefits

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Paid time off for volunteering

Qualifications

• Experience in delivering exceptional customer service and advice.
• Strong technical knowledge of relevant products and market trends.
• Ability to build rapport over the telephone.

Responsibilities

• Provide support and coaching to the team.
• Achieve individual objectives and key performance indicators.
• Maintain a high level of technical competence.

Skills

Proven experience in a similar UK insurance based role

Ability to work in a regulated, compliant and client focussed environment

Organised and deadline driven

Excellent communication skills

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.

Responsibilities

• 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
• 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

About Benefact Group and benefits

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
• 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

If you need any additional support during the recruitment process, then please let us know.