Insurance Consultant

2 months ago

Taunton, United Kingdom Lloyd & Whyte Group Limited Full time

**Salary**:
Starting from £28,000.00 (D.O.E.) plus additional bonus potential

**BENEFITS**

~ Cashplan for healthcare treatment, free of charge
~ Income Protection Insurance Scheme
~ Death in Service Benefit (x2 times your annual salary)
~ A paid day off for your birthday
~ 25 days holiday (pro-rated) plus bank holidays
~ Support & funding for study towards your professional qualification
~ Charitable Donation through payroll
~ Cycle to work scheme
~ Social Committee - Fun events throughout the year and fundraising activities
~ Group Personal Pension Scheme
~ Favourable rates on your personal insurances when arranged through Lloyd & Whyte Ltd
~ Cash-back for Adviser Charging paid for all Financial Services products arranged through Lloyd & Whyte (Financial Services) Ltd _with the exception of mortgages and the Group Personal Pension_

**Qualifications**
- GCSE Maths & English at Grade C/Level 4
- Chartered Institute Certificate in Insurance (Cert CII)

**About You**:
Ambitious, driven, confident, capable, dedicated, focused, friendly.do these words describe you? Are you an experienced Insurance professional looking for a new role where your contribution will help to build on the success of an already dynamic team? Does delivering excellent levels of client service and putting clients first every single day come naturally to you? If so, you might be just the person we’re looking for

**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.

Our social committee organises regular events and everyone gets involved in charity fundraising. Harnessing a fun, supportive environment and listening to what our people want from their working lives is just as important to us.

**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

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

**Salary**: From £28,000.00 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

Ability to commute/relocate:

- Taunton: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Insurance Industry: 5 years (required)

Licence/Certification:

- GCSE Maths & English at Grade C/Level 4 (or equivalent) (required)
- Chartered Insurance Institute Certificate in Insurance (preferred)

Work Location: In person

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