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

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

Job summary

Join a forward-thinking organization as an Insurance Consultant in Taunton. This role offers the chance to provide exceptional service and advice to clients, maximizing satisfaction and achieving business targets. You'll be part of an inclusive team, dedicated to professional development and client-focused solutions. Enjoy a supportive work environment with numerous benefits, including generous leave, health and wellbeing support, and opportunities for study and professional qualifications. Embrace this exciting opportunity to make a difference in a purpose-led organization.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay

Support for study and professional qualifications

Paid volunteering days

Qualifications

• Previous insurance experience in a similar role.
• Ability to provide holistic client service.

Responsibilities

• Achieve individual objectives and KPIs as set and agreed.
• Provide holistic insurance reviews for commercial clients.

Skills

Insurance Experience

Communication Skills

Client Service

Target-driven

Organizational Skills

Education

Chartered Insurance Institute Certificate in Insurance

Chartered Insurance Institute Diploma in Insurance

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 in Taunton.

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

Joining our expanding and innovative group offers a great opportunity to develop your career and become part of an inclusive, purpose-led organization.

Key responsibilities

1. Achieve individual objectives and KPIs as set and agreed.
2. Provide holistic insurance reviews for commercial clients, identifying and promoting related insurance products for both new and existing clients.
3. Meet new business income, retention targets, service KPIs, and workflow standards.
4. Maintain a comprehensive diary and activity log to manage daily income generation.
5. Manage key client relationships as required.
6. Visit or arrange video meetings with clients.
7. Attend exhibitions professionally when required.
8. Share market information and trends with your line manager.
9. Collaborate with the Client Liaison Team to maximize client opportunities.
10. Support and coach team members to ensure consistent process and advice, following procedures and guidelines.
11. Support service excellence and a culture of ‘Treating Customers Fairly’.
12. Assist colleagues with professional development and maintain technical knowledge.
13. Support daily workflow and team productivity.
14. Promote company values and culture.
15. Assist with competency sign-off and conduct assessments as needed.
16. Review and improve processes, systems, and procedures.
17. Maintain technical competence and knowledge of products, market trends, and underwriting guidelines.
18. Underwrite scheme policies according to guidelines.
19. Focus on client money collection within company guidelines.
20. Research potential new insurance products and introducers.

Knowledge, skills, and experience

1. Previous insurance experience in a similar role.
2. Chartered Insurance Institute Certificate in Insurance.
3. Preferably working towards Chartered Insurance Institute Diploma in Insurance.
4. Excellent communication skills to build long-term rapport via phone, face-to-face, or video.
5. Target-driven and proactive.
6. Ability to provide holistic client service.
7. Motivational coaching and training skills.
8. Creative in shaping team focus on service, quality, and efficiency.
9. Ability to work in a regulated, compliant, and client-focused environment.
10. Organized, resourceful, and deadline-oriented.
11. Detail-oriented with a quality focus.
12. Proactive in facing new challenges and opportunities.

What we offer

1. 28 days annual leave plus bank holidays.
2. Your birthday off.
3. Group Personal Pension.
4. Bonus scheme.
5. Holiday buy scheme.
6. Health and wellbeing benefits, including cash plan, income protection, and life assurance.
7. Enhanced sick pay and parental leave.
8. Support for study and professional qualifications.
9. Paid volunteering days.

Lloyd & Whyte offers a range of insurance services, from niche scheme insurance for healthcare professionals to high-value home insurance. Our group includes multiple companies and brands.

Benefact Group is an international financial services group owned by a charity, with over 30 businesses, and has donated over £250 million since 2014. Our goal is to become the UK's top corporate donor, doubling our size.

We value diversity and inclusion and are committed to creating an environment where everyone feels valued and respected. We welcome applications from all backgrounds.

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