Trainee Insurance Adviser - Llanelli

Benefact Group plc; Llanelli; On-site; GBP 23,000 - 27,000; Full time

Job summary

An innovative financial services group is seeking a Trainee Insurance Adviser to join their Community Broking team in Llanelli. This role is perfect for a motivated individual eager to start a career in the insurance industry. You'll provide exceptional service and advice to clients, ensuring their satisfaction while meeting business income targets. The company offers a supportive environment with opportunities for personal and professional growth, including study funding and volunteering time off. Join a purpose-led organization that values diversity and community involvement.

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

Paid time off for volunteering

Support for professional qualifications

Qualifications

• Previous experience in an office/administration role preferred.
• Confident in building rapport with clients over the phone.
• Organized and deadline-driven with attention to detail.

Responsibilities

• Provide exceptional service and insurance advice to clients.
• Achieve individual objectives and key performance indicators.
• Ensure timely collection of client payments and policy administration.

Skills

Client Relationship Management

Communication Skills

Organizational Skills

Attention to Detail

Motivation and Tenacity

Education

High School Diploma

Relevant Professional Qualifications

Job description

Salary: Starting from £23,000.00 (depending on experience)

Working hours: 35 hours per week

Duration: Permanent

Location: Llanelli

About the role

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

This will be a perfect career opportunity for a keen and motivated individual to take their first steps into the insurance industry.

This role will be client focused and responsible for providing exceptional service and insurance advice to clients in order to maximise client satisfaction in order to achieve existing and new business income targets; the perfect challenge for someone wishing to kick start their insurance career.

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 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 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

• Previous experience in an office/ administration based role (preferred)
• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Tenacious and motivated towards meeting and exceeding targets
• 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. 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 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.

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