Insurance Adviser

Salary:

Up to £26,500.00 per annum, (D.O.E.) with a bonus package of up to £3000.00 per year.

BENEFITS

• 28 Days holiday + UK Bank Holidays
• Paid day off on your birthday
• Enhanced Parental Leave - Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full pay
• Company Pension Plan
• Income Protection Insurance Scheme
• Death in Service Benefit (x2 times your annual salary)
• Cash plan benefit to assist with medical and wellbeing costs
• Annual charitable donation to chosen charity
• Support & funding for study towards your professional qualification
• Free on site parking
• Work from home (Once competent and agreed with line manager)
• Employee wellness programmes
• Cycle to Work Scheme
• Company Events
• Casual Dress
• Refer a friend scheme
• Paid time off for volunteering

Qualifications & Experience:

• GCSE Maths & English at Grade C/Level 4 or above
• Hold/Willing to work towards Chartered Insurance Institute Certificate in Insurance
• Previous background in a phone based customer service role
• Knowledge of/experience in the insurance industry (strongly preferred but not essential)

About You:

Are you a detail orientated individual with previous admin experience looking for a new challenge? Do you thrive in a diverse and fast paced environment, enjoy speaking to clients and always striving to go above and beyond?

By joining our team at Lloyd & Whyte, you will be responsible for supporting our Taunton based Operations team by providing exceptional administrative support, delivering high levels of service to brokers and customers. Our team work with various lines of both Personal and Commercial insurance, specialising in High Net Worth and Specialist Risk.

We are looking for someone who is:

• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Has the ability to work in a regulated, compliant and client focused environment
• Organised, resourceful, deadline driven and supportive of wider team
• Quality orientated with great attention to detail and strong administrative skills

About Us:

Lloyd & Whyte Group is a family of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us.

We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought.

As an award-winning company, professionalism and qualifications are integral to our company culture. We believe it’s vital that everyone within the business feels valued and has the right tools to do the job.

Lloyd & Whyte Group are proud to be part of the Benefact Group - a charity owned, international family of financial services companies that give all available profits to charity and good causes. We’re built on the idea that better business, can better lives.

About the Role / 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 and referral guides
• Be proactive and maximize 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.