Salary: Up to £26,500.00 (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 a Client Service Adviser 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 responsible for supporting our General Insurance division by delivering excellent levels of client service 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
* Achieve individual objectives and key performance indicators as set and agreed
* Provide a proactive and responsive renewal service using best endeavours to retain clients at renewal through promotion of key selling features and effective liaison with insurers
* Invite renewals
* Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction
* Ensure all policy administration is dealt with in a professional and timely manner
* Underwrite scheme policies within underwriting authority level & referral guidelines
* Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible
* Check, process and issue new policies
* Adhere to all Company, regulatory and compliance guideline requirements
* Maintain own technical competence
* Support colleagues from all areas of the business as required
Knowledge, skills and experience
* Knowledge of the UK Insurance Market (Strongly preferred)
* Confident and capable of building rapport over the telephone to provide an excellent client experience
* Able to work in a regulated, compliant and client-focused environment
* Willing to work towards your Chartered Institute Certificate in Insurance (Cert CII)
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.
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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