New Business Sales Adviser (Naturesave)

Lloyd & Whyte; Totnes; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A leading insurance firm in Totnes is looking for a New Business Sales Adviser to join their team. This role involves providing professional insurance advice, working with clients on new business and renewals, and ensuring high client satisfaction. The ideal candidate should have experience in the UK Insurance Industry and be driven to meet sales targets. The role offers hybrid working after training, with excellent benefits including 28 days annual leave, a bonus scheme, and professional development support.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

A holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Study and professional qualifications support

Paid time off for volunteering

Responsibilities

• Provide professional support and insurance advice to clients.
• Deal with new business quotations and presentations.
• Answer client queries and handle renewals.
• Be proactive in advising clients of potential gaps in cover.
• Ensure all policy administration is dealt with timely.

Skills

Proven experience of the UK Insurance Industry

Building rapport over the telephone

Tenacious and target driven

Ability to work in a regulated environment

Willingness to work towards Cert CII

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Overview

Salary: Up to £35,000.00 (depending on experience)

Working hours: 35 hours per week

Duration: Permanent

Location: Totnes / Exeter / Devon

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a New Business Sales adviser to join our Naturesave team in their Totnes office. Please note that during your initial training period, you'll be based full-time in our Totnes office. Once you've successfully completed probation, we offer hybrid working with an ideal split of 60% office / 40% from home.

This role will see you speaking to clients on a daily basis, dealing with both new business and renewals, so it would be the perfect next step for a driven insurance professional looking for a new challenge, where your contribution will help to build on the success of an already dynamic team.

What You'll Be Doing

• Provide professional support and insurance advice to clients ensuring high levels of service and client satisfaction.
• Deal with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested.
• Answer client queries, deal with new business, renewals and mid term adjustments in a professional and timely manner.
• Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly.
• Ensure all policy administration is dealt with in a professional and timely manner, supporting colleagues from all areas of the business as required.

What You'll Need To Have

• Proven experience of the UK Insurance Industry.
• Confident and capable of building rapport over the telephone to provide an excellent client experience.
• Tenacious, target driven and highly motivated towards meeting and exceeding sales targets.
• Ability to work in a regulated, compliant and client focused environment.
• Willingness to work towards your Cert CII qualification.

What Makes You Stand Out

• Hold or willing to work towards a Chartered Insurance Institute Certificate in Insurance.

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

Hear from the hiring manager

“At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a team where your work protects communities and the environment.”

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 have 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.