Insurance Professional

7 days ago


Exeter, Devon, United Kingdom Lloyd & Whyte Limited Full time
About the Role

We are seeking a highly skilled and experienced Insurance Professional to join our team at Lloyd & Whyte Limited. As an Insurance Professional, you will play a key role in providing expert advice and support to our clients, ensuring they receive the best possible insurance solutions for their needs.

Key Responsibilities
  • Provide professional support and advice to clients, ensuring high levels of service and client satisfaction.
  • Be proactive in making clients aware of alternative products, advising clients of potential gaps in cover, and providing effective insurance reviews with clients regularly.
  • Deal with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested.
  • Ensure all policy administration is dealt with in a professional and timely manner.
  • Focus on timely collection of client money in accordance with company procedures.
  • Adhere to all Company, regulatory, and compliance guideline requirements.
  • Be professional when representing the Company at external events, such as conferences and client visits (if required).
  • Support colleagues from all areas of the business as required.
Requirements
  • GCSE Maths & English at Grade C/Level 4 or above.
  • Chartered Institute Certificate in Insurance (required).
What We Offer
  • 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 1⁄2 pay; 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.
  • 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.
  • Refer a friend scheme.
  • Paid time off for volunteering.
About Us

Lloyd & Whyte Limited is the UK's leading green and ethical insurance provider, whose activities fund an environmental charity, The Naturesave Trust – solely funded by donating 10% of annual premiums from all our personal insurance policies. Established in 1993 to offer ethical personal and commercial insurance, today we insure some of the UK's greenest homes, organisations, and individuals.

As an award-winning company, professionalism and qualifications are integral to our company culture. We are committed to providing our clients with the best possible service and support, and we are looking for a highly skilled and experienced Insurance Professional to join our team.



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