Personal Lines Adviser

Benefact Group plc; Swansea; On-site; GBP 24,000 - 30,000; Full time

Job summary

An innovative firm is seeking a Personal Lines Adviser to join their Community Broking team. This role offers a fantastic opportunity to develop your career within a purpose-led organization that values inclusivity and personal growth. You will be responsible for providing exceptional service and advice to clients, ensuring high levels of client satisfaction while achieving business income targets. With a commitment to employee development and a supportive work environment, this position is ideal for those looking to make a significant impact in the insurance sector. If you are passionate about client service and want to grow professionally, this is the perfect opportunity for you.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Income protection

Life assurance

Enhanced sick pay

Paid time off for volunteering

Qualifications

• Experience in the UK insurance industry is preferred.
• Ability to provide excellent client service and advice.

Responsibilities

• Achieve individual objectives and key performance indicators.
• Provide professional support and advice to clients.
• Manage policy administration and client queries efficiently.

Skills

Knowledge of the UK insurance industry

Client relationship building

Holistic advice provision

Organizational skills

Attention to detail

Job description

Salary: Starting from £24,000 (depending on experience) plus benefits.

Working hours: 35 hours per week

Duration: Permanent

Location: Swansea

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Personal Lines Adviser to join our Community Broking team in their Swansea office.

The successful person will support the team to provide exceptional service and advice to clients in order to maximise client satisfaction and achieve existing and new business income targets in support of the business strategy.

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

Key responsibilities

• Achieve individual objectives and key performance indicators as set and agreed
• Provide professional support and advice to clients ensuring high levels of service and client satisfaction
• Answer client queries, deal with renewals and mid-term adjustments in a professional and timely manner
• Be proactive in 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
• Focus on timely collection of client money in accordance with company procedures
• Adhere to all Company, regulatory and compliance guideline requirements
• Be professional when representing the Company at external events such as conferences and client visits (if required)
• Maintain and develop own technical competence
• Support colleagues from all areas of the business as required

Knowledge, skills and experience

• Knowledge of the UK insurance industry (preferred)
• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Ability to provide holistic advice based on reviews and recommendations to clients
• Ability to work in a regulated, compliant and client-focused environment
• Organised, resourceful, deadline-driven and supportive of the wider team
• Quality orientated with great attention to detail

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

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.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. 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.