Client Service Adviser

2 months ago


Taunton, United Kingdom Lloyd & Whyte Limited Full time

**Salary**:
£20,000 - £25,000 per annum, (D.O.E.) plus benefits and bonus package.

**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

**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.

**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
- Willing to work towards their Cert CII Qualification

**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.

**About Us**

Lloyd & Whyte is a group 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.

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£25,000.00 per year

**Benefits**:

- Bereavement leave
- Casual dress
- Company events
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Free parking
- On-site parking
- Referral programme
- Sick pay
- Wellness programme
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Application question(s):

- Are you confident in communicating with clients via telephone on a daily basis?

**Experience**:

- Insurance: 1 year (required)

Licence/Certification:

- GCSE Maths & English at Grade C or above/Equivalent (required)
- Cert CII qualification (hold/willing to work towards) (preferred)

Work Location: In person


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