Insurance Consultant

4 months ago

Taunton, United Kingdom Lloyd & Whyte Limited Full time

**Salary**:
Up to £32,000.00 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. Our team work with various lines of insurance, specialising in High Net Worth and Specialist Risk.

**We are looking for someone who is**:

- Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Ability to work in a regulated, compliant and client focused environment
- Willing to work towards their Cert CII Qualification

**About the Role / Key Responsibilities**:

- Achieve individual objectives and key performance indicators as set and agreed
- Fulfil the responsibilities of a Senior Client Service Adviser
- 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

**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

Pay: Up to £32,000.00 per year

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

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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