Insurance Consultant
5 months ago
**Salary**: Starting from £31,000.00 (D.O.E.)
**Benefits Package**:
- 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
- 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
- Previous experience working within the insurance industry at a similar level
**About You**
Are you a detail orientated, target driven and confident individual looking for that next step within your career? Do you enjoy interacting with clients, communicating effectively in order to exceed their service expectations, maximise all relevant business opportunities, all whilst ensuring that all corresponding paperwork is correct and up to date? We may have just the right role for you.
**About Us**
Established in 1978 and founded by Nigel Davies and David Craddock, Davies Craddock, are proud to be one of the leading insurance brokers in South West Wales, specialising in both Personal Lines & Business Insurance for 40+ years.
Davies Craddock are now part of the Lloyd & Whyte Group, a family of businesses which provides insurance and financial services to specialist markets.
At Lloyd & Whyte, our business is centred around five core values - Fun, Supportive, Professional, Partnerships and Ambitious. By ensuring that these values are at the heart of everything we do, we’re able to build a business that remains focused on delivering what we say we will to our clients, colleagues and business partners.
**Working Hours**:
Full time/Permanent
**Key Responsibilities will include**:
- Achieve individual objectives and key performance indicators as set and agreed
- Be an expert in providing holistic insurance reviews for clients, identifying and promoting related insurance products working with both new and existing business clients
- Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
- Maintain a comprehensive diary system and activity log to manage day to day work
- Manage client relationships when allocated as and when required by the business
- Visit/arrange video meetings with clients when required
- Attend exhibitions in a professional manner when required by the business
- Identify and share market information and trends to your line manager
- Work with your and other teams as required to maximise new and existing client opportunities
- 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
**Job Types**: Full-time, Permanent
**Salary**: From £31,000.00 per year
**Benefits**:
- Company events
- Company pension
- Cycle to work scheme
- Health & wellbeing programme
- Referral programme
Schedule:
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Ability to commute/relocate:
- Llanelli, SA15 1UH: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Do you hold your Chartered Insurance Institute Certificate in Insurance or are you willing to work towards this qualification if successful?
**Language**:
- Welsh (preferred)
Licence/Certification:
- clean, full UK Driving Licence (required)
- GCSE Maths & English at Grade C/Level 4 or above (required)
Work Location: In person
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