Salary: Starting from £30,000.00 (depending on experience) plus benefits.
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
Insurance Consultant to join our
Community Broking team in their
Llanelli
office. Whilst this role may accommodate hybrid working following successful passing of probation, regular presence within our Llanelli office will be expected. This role will see the successful candidate help to provide
exceptional service
and advice to clients in order to maximise client satisfaction. Using your
insurance background
and knowledge, you will work closely with the wider team to achieve both
existing
and new business
related income targets.
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
Be an expert in providing holistic insurance reviews for clients, identifying and promoting related insurance products working with both new and existing business clients
Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
Maintain a comprehensive diary system and activity log to manage day to day work
Manage client relationships when allocated as and when required by the business
Visit/arrange video meetings with clients when required
Attend exhibitions in a professional manner when required by the business
Identify and share market information and trends to your line manager
Work with your and other teams as required to maximise new and existing client opportunities
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
Support your line manager with the organisation and monitoring of daily workflow & productivity for the team as required
Promote, develop and enable our values and culture within the team
Assist with competency sign off and complete call and file assessments as and when required
Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required
Continuously improve and 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
Underwrite any scheme policies in line with underwriting levels and referral guidelines Knowledge, skills and experience
Previous insurance experience, preferably within commercial lines Confident and capable of building rapport over the telephone to provide an excellent client experience Ability to work in a regulated, compliant and client focused environment Organised, resourceful, deadline driven and supportive of the wider team Quality oriented with great attention to detail Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes Chartered Insurance Institute Certificate in Insurance (hold/willing to work towards) What we offer
28days 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 andparental leave Support and funding toward study and professional qualifications Paid time off forvolunteering 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 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.
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Duration: Permanent Location:
Llanelli About the role Lloyd & Whyte , who are proudly part of Benefact Group , are looking for a
Insurance Consultant to join our
Community Broking team in their
Llanelli
office. Whilst this role may accommodate hybrid working following successful passing of probation, regular presence within our Llanelli office will be expected. This role will see the successful candidate help to provide
exceptional service
and advice to clients in order to maximise client satisfaction. Using your
insurance background
and knowledge, you will work closely with the wider team to achieve both
existing
and new business
related income targets.
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
Be an expert in providing holistic insurance reviews for clients, identifying and promoting related insurance products working with both new and existing business clients
Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
Maintain a comprehensive diary system and activity log to manage day to day work
Manage client relationships when allocated as and when required by the business
Visit/arrange video meetings with clients when required
Attend exhibitions in a professional manner when required by the business
Identify and share market information and trends to your line manager
Work with your and other teams as required to maximise new and existing client opportunities
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
Support your line manager with the organisation and monitoring of daily workflow & productivity for the team as required
Promote, develop and enable our values and culture within the team
Assist with competency sign off and complete call and file assessments as and when required
Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required
Continuously improve and 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
Underwrite any scheme policies in line with underwriting levels and referral guidelines Knowledge, skills and experience
Previous insurance experience, preferably within commercial lines Confident and capable of building rapport over the telephone to provide an excellent client experience Ability to work in a regulated, compliant and client focused environment Organised, resourceful, deadline driven and supportive of the wider team Quality oriented with great attention to detail Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes Chartered Insurance Institute Certificate in Insurance (hold/willing to work towards) What we offer
28days 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 andparental leave Support and funding toward study and professional qualifications Paid time off forvolunteering 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 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.
#J-18808-Ljbffr
