Insurance Consultant (New Business) Lloyd & Whyte · Somerset ·

Benefact Group plc; Taunton; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

An innovative organization is seeking an Insurance Consultant to join their dynamic AGI team in Taunton. This role offers a unique opportunity to provide exceptional service and advice to clients while achieving business targets. You will be responsible for managing client relationships, conducting comprehensive insurance reviews, and promoting a customer-first culture. The company values inclusivity and supports professional development, making it an ideal place for those looking to grow their careers in a supportive environment. Join a team that prioritizes client satisfaction and embraces a culture of kindness and ambition.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay

Parental leave

Support for study and professional qualifications

Paid volunteering leave

Qualifications

• Experience in a similar insurance role is essential.
• Strong communication skills for building rapport with clients.

Responsibilities

• Achieve individual objectives and KPIs for client satisfaction.
• Manage client relationships and conduct insurance reviews.

Skills

Insurance Experience

Communication Skills

Client Relationship Management

Target-Driven

Motivational Coaching

Detail-Oriented

Education

Chartered Insurance Institute Certificate in Insurance

Working towards Chartered Insurance Institute Diploma

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, proudly part of Benefact Group, is seeking an Insurance Consultant to join our AGI team at the Taunton office.

The AGI team is looking for a candidate to provide exceptional service and advice to clients to maximize client satisfaction, meet new business and product income targets, and maintain the highest retention levels, supporting our overall business strategy.

This is a fantastic opportunity to develop your career within our rapidly expanding, innovative, and inclusive organization.

Key responsibilities

• Achieve individual objectives and KPIs
• Provide holistic insurance reviews for commercial clients, identifying and promoting insurance products for both new and existing clients
• Deliver new business income and retention targets, service KPIs, and workflow standards
• Manage client relationships and activity logs effectively
• Visit or conduct video meetings with clients as needed
• Represent the company professionally at exhibitions
• Share market information and trends with your line manager
• Collaborate with the Client Liaison Team to maximize client opportunities
• Support team development through coaching and adherence to procedures
• Promote a customer-first culture aligned with 'Treating Customers Fairly'
• Assist in professional development and maintain technical knowledge
• Support workflow and productivity monitoring
• Contribute to company values and culture
• Participate in competency assessments and process improvements
• Maintain technical competence and handle complex referrals
• Underwrite scheme policies appropriately
• Ensure proper collection of client money
• Research new insurance products and introducers

Knowledge, skills, and experience

• Experience in insurance in a similar role
• Chartered Insurance Institute Certificate in Insurance
• Preferably working towards Chartered Insurance Institute Diploma
• Strong communication skills for building client rapport
• Target-driven with a holistic client approach
• Motivational coaching skills
• Creative in team shaping for service and efficiency
• Ability to work within a regulated, compliant environment
• Organized, resourceful, and deadline-oriented
• Detail-oriented and proactive

What we offer

• 28 days annual leave plus bank holidays
• Your birthday off
• Group Personal Pension
• Bonus scheme
• Holiday buy scheme
• Health and wellbeing benefits, including cash plan, income protection, and life assurance
• Enhanced sick pay and parental leave
• Support for study and professional qualifications
• Paid volunteering leave

We offer a range of specialist insurance services across various client divisions, including niche schemes and personal insurance covering diverse properties. Our parent company, Benefact Group, is a charitable organization committed to social impact and growth, fostering a culture of kindness, ambition, and inclusivity.

We welcome applications from everyone and are committed to creating an inclusive environment. If you need additional support during the recruitment process, please let us know.