Lloyd & Whyte
Personal Lines Adviser
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Salary: Circa £30,000.00 (depending on experience) plus bonus potential
Working hours: 35 hours per week
Duration: Permanent
Location: Totnes
About The Role
Naturesave Insurance, who are proudly part of Benefact Group, are looking for a Personal Lines Adviser to join our Totnes office.
An exciting opportunity to join the growing team at Naturesave, an award-winning Insurance Broker, with over 30 years’ experience in providing ethical and sustainable personal and commercial insurance.
As a Personal Lines Adviser, you will provide exceptional service and expert advice to clients, ensuring a high level of customer satisfaction. Through effective relationship management and a customer-focused approach, you will maximise opportunities with both existing and new clients to achieve personal lines income targets and support the overall business strategy.
Please note that whilst we are happy to consider this being a hybrid role, weekly presence will be required at our Totnes office. Further details can be discussed at interview stage.
Why join us?
Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes.
What you'll be doing
- Deliver exceptional service and expert advice to both existing and prospective clients, building strong relationships and maximising customer satisfaction to support new and existing business income targets.
- Develop and maintain your technical knowledge of personal lines insurance products, market developments, and insurer underwriting criteria to effectively support clients and manage more complex enquiries.
- Identify opportunities to generate new business, retain existing customers, achieve service-related KPIs, and maintain high standards of workflow management in support of business objectives.
- Conduct comprehensive insurance reviews to understand clients' needs, providing suitable recommendations and tailored insurance solutions that offer the right level of protection and value.
- Manage policy administration, underwriting referrals, and claims enquiries efficiently, ensuring clear communication with clients, timely resolution of issues, and excellent customer outcomes throughout their insurance journey.
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What you'll need to have
- Proven experience with the UK Insurance Industry, preferably with a new business focus
- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Proactive and innovative approach to team development, helping to drive service excellence, quality standards, and operational efficiency.
- Able to work effectively within a regulated and compliant environment while maintaining a strong focus on client outcomes.
- Highly organised and adaptable, with the ability to balance multiple priorities, meet deadlines, and collaborate with colleagues to achieve shared objectives.
What makes you stand out
- Chartered Insurance Institute Certificate in Insurance (hold/willing to work towards)
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
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"At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a growing & developing team where your work protects communities and the environment."
About Us
Naturesave Insurance is a UK award-winning green and ethical Insurance Broker with over 30 years of experience providing insurance to some of the UK's greenest homes, individuals and organisations. In 2022 we became part of the Lloyd & Whyte Group and are now proudly part of the Benefact Group.
Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. 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.
*Directory of Social Change’s UK Guides to Company Giving 2017-26
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