Insurance Consultant (New Business)

TN United Kingdom; Scotland; On-site; GBP 30,000 - 40,000; Full time

Job summary

An innovative group is seeking an Insurance Consultant to join their dynamic team in Somerset. This role offers a fantastic opportunity to provide exceptional service and advice to clients, ensuring high retention levels and achieving new business targets. The company values personal and professional development, offering various health and wellbeing benefits, as well as support for further education. Join a purpose-led organization that prioritizes inclusivity and community engagement, where your contributions will significantly impact the business and its clients.

Benefits

28 days annual leave plus bank holidays

Birthday off

Health and wellbeing benefits

Income protection

Life assurance

Enhanced sick pay

Parental leave

Study support

Paid time off for volunteering

Qualifications

• Previous experience in insurance roles is essential.
• CII certification is required, with a focus on client relations.

Responsibilities

• Achieve performance objectives and maintain client satisfaction.
• Provide expert insurance reviews and promote related products.

Skills

Insurance experience

Client relationship management

Holistic insurance reviews

Motivational coaching

Attention to detail

Education

Chartered Insurance Institute Certificate in Insurance

Working towards Chartered Insurance Institute Diploma in Insurance

Job description

Social network you want to login/join with:

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Client:

Ecclesiastical Insurance Group

Location:

Somerset, United Kingdom

Job Category:

Consulting

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EU work permit required:

Yes

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Job Reference:

5d051532ab0e

Job Views:

6

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Salary: Up to £40,000.00 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 Consultant to join our AGI team in their Taunton office.

Our AGI team are looking for a candidate to provide exceptional service and advice to clients in order to maximise client satisfaction, achieving new business and related product income targets, maintaining the highest retention levels in support of the overall business strategy.

Joining our rapidly expanding andinnovative Group presents a fantastic opportunity to develop your career andbecome an integral part of an inclusive, purpose-led organisation.

Key responsibilities

• Achieve individual objectives and key performance indicators as set and agreed
• Be an expert in providing holistic insurance reviews for commercial clients, identifying and promoting related insurance products working with both new and existing business clients
• Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
• Maintain a comprehensive diary system and activity log to manage day to day income generation
• Manage key client relationships when allocated as and when required by the business
• Visit/arrange video meetings with clients when required
• Attend exhibitions in a professional manner when required by the business
• Identify and share market information and trends to your line manager
• Work in partnership with the Client Liaison Team as required to maximise new and existing client opportunities
• 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
• Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first, with consistent delivery of the right customer outcomes
• Support colleagues in their professional development , including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels
• Support your line manager with the organisation and monitoring of daily workflow & productivity for the team as required
• Promote, develop and enable our values and culture within the team
• Assist with competency sign off and complete call and file assessments as and when required
• Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required
• Continuously improve and 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
• Underwrite scheme policies in line with underwriting levels and referral guidelines
• Ensure focus on collection of client money within company guidelines
• Identify and research potential new insurance products and introducers

Knowledge, skills and experience

• Previous Insurance experience in a similar role.
• Chartered Insurance Institute Certificate in Insurance
• Preferably working towards Chartered Insurance Institute Diploma in Insurance
• Confident and capable of building long term rapport over the telephone, face to face or by video meeting to provide an excellent client experience
• Ability and willingness to talk to clients holistically
• Inspire people through motivational coaching and training
• Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
• Ability to work in a regulated, compliant and client focused environment
• Organised, resourceful, deadline driven and supportive of the wider team
• Quality oriented with great attention to detail
• Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes

What we offer

• 28days annual leave plus bank holidays
• Your birthday off
• 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 aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone.

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

*Directory of Social Change’s UK Guides to Company Giving 2017-26