Salary:
Up to £32,500.00 (depending on experience) Working hours:
35 hours per week
Duration:
Permanent Location:
Taunton About the role
Lloyd & Whyte , part of
Benefact Group , is looking for an
Insurance Consultant
to join our
Personal Operations
team in Taunton. Our team works with various lines of insurance, specializing in
High Net Worth
and
Specialist Risk . The successful individual will be a
seasoned insurance professional
responsible for supporting our
General Insurance
division by providing
specialist insurance advice
to our clients via phone and email, maintaining high
retention
levels and achieving
income targets
in support of the business strategy. Key responsibilities
Support your Line Manager and the team to deliver retention and income targets, service KPIs, and meet workflow standards. Act as your Line Manager’s deputy. Provide on-hand support and coaching to the team, ensuring a consistent approach is adopted for process and advice. Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first. Assist colleagues in their professional development, including qualification and product knowledge. Organize and monitor daily workflow & productivity for the team as required. Promote, develop, and enable our values and culture within the team. Motivate the team to maximize business opportunities, promoting insurance reviews and identifying underinsurance. Assist with competency sign-off and complete call and file assessments as required. Review and evaluate processes, systems, and procedures for improvement. Provide support to the team’s Complaints Champion and ensure all complaints handling requirements are met. Attend association events as required, representing the company professionally. Maintain technical competence with in-depth knowledge of relevant products and market trends. Knowledge, skills and experience
Demonstrable knowledge & experience within the UK Insurance Market. Chartered Institute Certificate in Insurance (Cert CII). Willingness to work towards your Diploma in insurance (with subsidized study support). What we offer
28 days annual leave plus bank holidays. Your birthday off. Group Personal Pension. Bonus scheme. A holiday buy scheme. Health and wellbeing benefits, company cash plan, income protection, and life assurance. Enhanced sick pay and parental leave. Support and funding towards study and professional qualifications. Paid time off for volunteering. Lloyd & Whyte
offers a range of specialist insurance services to various clients, including niche scheme insurance for healthcare professionals and expert insurance for commercial motor vehicles. Benefact Group
is a unique international financial services Group made up of over 30 businesses, currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. We believe in attracting, empowering, and rewarding talented people, offering fantastic opportunities for career and personal development. At Benefact Group, we are committed to creating an inclusive culture and building an environment where everyone feels valued and respected. We welcome applications from everyone. If you need any additional support during the recruitment process, please let us know.
#J-18808-Ljbffr
Up to £32,500.00 (depending on experience) Working hours:
35 hours per week
Duration:
Permanent Location:
Taunton About the role
Lloyd & Whyte , part of
Benefact Group , is looking for an
Insurance Consultant
to join our
Personal Operations
team in Taunton. Our team works with various lines of insurance, specializing in
High Net Worth
and
Specialist Risk . The successful individual will be a
seasoned insurance professional
responsible for supporting our
General Insurance
division by providing
specialist insurance advice
to our clients via phone and email, maintaining high
retention
levels and achieving
income targets
in support of the business strategy. Key responsibilities
Support your Line Manager and the team to deliver retention and income targets, service KPIs, and meet workflow standards. Act as your Line Manager’s deputy. Provide on-hand support and coaching to the team, ensuring a consistent approach is adopted for process and advice. Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first. Assist colleagues in their professional development, including qualification and product knowledge. Organize and monitor daily workflow & productivity for the team as required. Promote, develop, and enable our values and culture within the team. Motivate the team to maximize business opportunities, promoting insurance reviews and identifying underinsurance. Assist with competency sign-off and complete call and file assessments as required. Review and evaluate processes, systems, and procedures for improvement. Provide support to the team’s Complaints Champion and ensure all complaints handling requirements are met. Attend association events as required, representing the company professionally. Maintain technical competence with in-depth knowledge of relevant products and market trends. Knowledge, skills and experience
Demonstrable knowledge & experience within the UK Insurance Market. Chartered Institute Certificate in Insurance (Cert CII). Willingness to work towards your Diploma in insurance (with subsidized study support). What we offer
28 days annual leave plus bank holidays. Your birthday off. Group Personal Pension. Bonus scheme. A holiday buy scheme. Health and wellbeing benefits, company cash plan, income protection, and life assurance. Enhanced sick pay and parental leave. Support and funding towards study and professional qualifications. Paid time off for volunteering. Lloyd & Whyte
offers a range of specialist insurance services to various clients, including niche scheme insurance for healthcare professionals and expert insurance for commercial motor vehicles. Benefact Group
is a unique international financial services Group made up of over 30 businesses, currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. We believe in attracting, empowering, and rewarding talented people, offering fantastic opportunities for career and personal development. At Benefact Group, we are committed to creating an inclusive culture and building an environment where everyone feels valued and respected. We welcome applications from everyone. If you need any additional support during the recruitment process, please let us know.
#J-18808-Ljbffr
