Insurance Consultant

1 month ago

Taunton, United Kingdom Benefact Group Full time

**Salary**:Up to £28,000.00 (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 an Insurance Consultant 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.

This is a fantastic opportunity to join a rapidly growing and forward thinking business, giving you a real opportunity to develop your career and be part of a purpose led organisation.

**Key responsibilities**:

- Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards
- Be your Line Manager’s deputy
- Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed
- Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first, with consistent delivery of the right customer outcomes
- Support colleagues in their professional development, including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels
- Organise and monitor daily workflow & productivity for the team as required
- Promote, develop and enable our values and culture within the team
- Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets
- Assist with competency sign off and complete call and file assessments as required
- Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required
- Provide support and direction to the team’s Complaints Champion and ensure all complaints handling requirements are met
- Attend association events as required, representing the company in professional manner
- Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work

**Knowledge, skills and experience**
***:

- Chartered Institute Certificate in Insurance (Cert CII)
- 4+ years experience within the insurance industry

**What we offer**:

- 28** **days annual leave plus bank holidays
- Your birthday off
- Flexible working
- 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

**About us***:
**Committed to making a difference**:
We think that people are looking for something worthwhile in a company beyond the workplace. Our employees are encouraged to take at least half a day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.

Our people know how to work hard but also how to enjoy themselves We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.

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