Insurance Broker

·
Full time
Location: Taunton
· ·
Category: Finance, Sales
Salary:

Up to £32,500.00 (D.O.E.) plus additional annual bonus potential of £6k+

28 Days holiday + UK Bank Holidays

Paid day off on your birthday

Enhanced Parental Leave -

Maternity pay (after 2 years’ service) = 13 weeks Full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full pay

Company Pension Plan

Income Protection Insurance Scheme

Death in Service Benefit (x2 times your annual salary)

Cash plan benefit to assist with medical and wellbeing costs

Annual charitable donation to chosen charity

Support & funding for study towards your professional qualification

Free on site parking

Work from home (Once competent and agreed with line manager)

Employee wellness programmes

Cycle to Work Scheme

Company Events

Casual Dress

Refer a friend scheme

Paid time off for volunteering

Qualifications & Experience

GCSE Maths & English at Grade C/Level 4

Chartered Institute Certificate in Insurance (Cert CII)

4+ years experience within the insurance industry

About You:

Ambitious, driven, confident, capable, dedicated, focused, friendly….do these words describe you? Are you an experienced Insurance professional looking for a new role where your contribution will help to build on the success of an already dynamic team? Does delivering excellent levels of client service and putting clients first every single day come naturally to you? If so, you might be just the person we’re looking for!

Our team work with various lines of insurance, specialising in High Net Worth and Specialist Risk.

About Us

Lloyd & Whyte Group is a family of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us.

We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought.

As an award-winning company, professionalism and qualifications are integral to our company culture. We believe it’s vital that everyone within the business feels valued and has the right tools to do the job.

Our social committee organises regular events and everyone gets involved in charity fundraising. Harnessing a fun, supportive environment and listening to what our people want from their working lives is just as important to us.

Key Responsibilities

Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards

Be your Line Manager’s deputy

Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed

Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first, with consistent delivery of the right customer outcomes

Support colleagues in their professional development , including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels

Organise and monitor daily workflow & productivity for the team as required

Promote, develop and enable our values and culture within the team

Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets

Assist with competency sign off and complete call and file assessments as required

Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required

Provide support and direction to the team’s Complaints Champion and ensure all complaints handling requirements are met

Attend association events as required, representing the company in professional manner

Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work

Job Types: Full-time, Permanent

Pay: Up to £32,500.00 per year

Additional pay:

Bonus scheme

Benefits:

Bereavement leave

Casual dress

Company events

Company pension

Enhanced maternity leave

Enhanced paternity leave

Free parking

Health & wellbeing programme

On-site parking

Referral programme

Sick pay

Work from home

Schedule:

Monday to Friday

Ability to commute/relocate:

Taunton: reliably commute or plan to relocate before starting work (required)

Experience:

Insurance Industry: 4 years (required)

Licence/Certification:

GCSE Maths & English at Grade C/Level 4 (or equivalent) (required)

Chartered Insurance Institute Certificate in Insurance (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

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