Salary: Starting from £25,000.00 (depending on experience)
Working hours: 35 hours per week
Duration: Permanent / FTC / Temporary
Location: Taunton
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an experienced Insurance Adviser to join our Commercial Development team, based in their Taunton office.
This Business Development focused role will see the successful candidate working with the wider Affinity GI Teams to maximise all new business opportunities, whilst offering professional support and advice to clients ensuring high levels of service and client satisfaction.
We are ideally looking for a background in insurance (either personal or commercial lines) with a target driven mindset!
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 proactive and maximise all business opportunities making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients wherever possible
* Provide professional support and advice to clients ensuring high levels of service and client satisfaction
* Generation of leads by effectively contacting existing clients, previous clients, previous quotes and prospects
* Ensure all policy administration is dealt with in a professional and timely manner
* Underwrite scheme policies within underwriting authority level & referral guidelines
* Adhere to all Company, regulatory and compliance guideline requirements
* Be professional when representing the Company at external events such as conferences and client visits
* Maintain and develop own technical competence
* Support colleagues from all areas of the business as required
Knowledge, skills and experience
* Knowledge of/experience in the UK Insurance Industry
* Confident and capable of building rapport over the telephone to provide an excellent client experience
* Tenacious and motivated towards meeting and exceeding sales targets
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
About us
We are a unique financial services organisation, owned by a registered charity, Benefact Trust. We are a financially secure, professional and award-winning organisation. We pride ourselves in donating a significant proportion of our profits to good causes. To find out more about us and our fantastic achievements please visit https://benefactgroup.com/
Committed to making a difference
We think that people are looking for something worthwhile in a company beyond the workplace. Our employees are encouraged to take at least half a day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.
Our people know how to work hard but also how to enjoy themselves! We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.
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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