Benefact Group
Insurance Consultant
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Insurance Consultant
Insurance Consultant – Permanent (Taunton)
Role Summary
Salary: Starting from £30,000.00 (depending on experience) Working hours: 35 per week (Monday to Friday) Location: Taunton Duration: Permanent
Lloyd & Whyte, proudly part of Benefact Group, are seeking an Insurance Consultant to join their PPS GI team at their Taunton office.
As an Insurance Consultant, you will:
- Provide exceptional service and advice to clients.
- Maximise client satisfaction and maintain high retention levels.
- Achieve income targets to support the overall business strategy.
- Support both PPS GI and Affinity GI as required.
Key Responsibilities
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Support your Line Manager and the team to:
- Deliver retention and income targets.
- Meet service KPIs and achieve workflow standards.
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Provide:
- On-hand support and coaching for the team.
- Process consistency in advice delivery.
- Adherence to procedures and internal guidelines.
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Maintain technical competence in:
- Relevant products.
- Current market trends.
- Underwriting guidelines.
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Handle:
- Referrals.
- Complex client work.
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Motivate and encourage the team to:
- Maximise business opportunities.
- Promote insurance reviews.
- Identify under-insurance.
- Meet client survey targets.
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- Fulfil the duties of a Senior Client Service Adviser.
Requirements
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Confident and capable of building rapport over the telephone to provide an outstanding client experience.
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Ability to work in a regulated, compliant and client-focused environment.
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Organised, resourceful, deadline-driven, and supportive of the wider team.
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Proactive to new challenges.
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Committed to positively shaping opportunities and outcomes.
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Creative and effective in enhancing:
- Team focus on service.
- Quality standards.
- Efficiency.
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Alternatively:
- Hold or willingness to work towards a:
- Chartered Insurance Institute Certificate in Insurance.
- Hold or willingness to work towards a:
What We Offer
Holiday & Wellbeing
- 28 days' annual leave plus all bank holidays.
- Birthday day off.
- Company cash plan.
Financial Benefits
- Group Personal Pension.
- Bonus scheme.
- Holiday buy scheme.
- Income protection and life assurance.
Enhanced Support
- Enhanced sick pay.
- Extended parental leave.
- Support and funding for study and professional qualifications.
- Paid time off for volunteering.
From the Hiring Manager
“We’re a warm, welcoming team who pride ourselves on delivering outstanding service to our clients. We specialise in Veterinary insurance and are looking for someone who loves animals as much as we do!”
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About Lloyd & Whyte
Offering specialist insurance services to diverse clients, including:
- Niche scheme insurance for Healthcare professionals.
- Expert insurance for commercial motor vehicles.
- Broker-to-broker insurance services.
Personal insurance services cater to:
- Standard houses.
- Thatch & listed character properties.
- High-value homes.
The Lloyd & Whyte Group consists of five client divisions, each with separate companies and brands.
About Benefact Group
An international financial services group made up of over 30 businesses, owned by a charity with the following achievements:
- Ranked 3rd largest UK corporate donor over a decade.
- Donated over £250 million since 2014.
Ambitions:
- To become the #1 UK corporate donor.
- Rapidly expanding with plans to double Group size.
Vision and culture:
- An inclusive work environment rooted in kindness and ambition.
- Values talent, offering career growth and personal development.
- Guided by their giving ethos and 135-year history.
A diverse workforce of people with differing:
- Backgrounds.
- Abilities.
- Perspectives.
- Beliefs.
- Interests.
Applications are welcome from everyone.
For assistance during recruitment, reach out with any support needed.
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