Salary:
Up to £32,500.00 (depending on experience)
Working hours:
35 hours per week
Duration:
Permanent
Location:
Taunton
About The Role Lloyd & Whyte , who are proudly part of
Benefact Group , are looking for an
Insurance Consultant
to join our
Personal Operations
team in their
Taunton
office. Our Personal Operations Team work with various lines of insurance, specialising in
High Net Worth
and
Specialist Risk.
The successful individual will be a
seasoned insurance professional
looking for their next career move. Within this role, you will ultimately be responsible for supporting our
General Insurance
division by providing
specialist insurance advice
to our
clients via phone and email,
all to maintain high
retention
levels and achieve
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 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 a 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.
Knowledge, skills and experience Demonstrable knowledge & experience within the UK Insurance Market. Chartered Institute Certificate in Insurance (Cert CII). Will to work towards your Diploma in insurance (with subsidised study support).
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 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
Up to £32,500.00 (depending on experience)
Working hours:
35 hours per week
Duration:
Permanent
Location:
Taunton
About The Role Lloyd & Whyte , who are proudly part of
Benefact Group , are looking for an
Insurance Consultant
to join our
Personal Operations
team in their
Taunton
office. Our Personal Operations Team work with various lines of insurance, specialising in
High Net Worth
and
Specialist Risk.
The successful individual will be a
seasoned insurance professional
looking for their next career move. Within this role, you will ultimately be responsible for supporting our
General Insurance
division by providing
specialist insurance advice
to our
clients via phone and email,
all to maintain high
retention
levels and achieve
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 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 a 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.
Knowledge, skills and experience Demonstrable knowledge & experience within the UK Insurance Market. Chartered Institute Certificate in Insurance (Cert CII). Will to work towards your Diploma in insurance (with subsidised study support).
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 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
