Community Broking Advisor
5 days ago
We are seeking a Community Broking Advisor to join our Community Broking team in either our Llanelli or St Clears office. As an Advisor, you will have the opportunity to work closely with clients and provide expert advice on personal insurance solutions.
About the RoleThis is an exciting opportunity to develop your career and become an integral part of Benefact Group plc, a unique international financial services Group made up of over 30 businesses. Our rapidly expanding and innovative Group presents a fantastic chance to build strong relationships with clients and provide expert advice on personal insurance solutions.
Main Responsibilities- Achieve individual objectives and key performance indicators as set and agreed
- Provide professional support and advice to clients, ensuring high levels of service and client satisfaction
- Answer client queries, deal with renewals and mid-term adjustments in a professional and timely manner
- Identify opportunities to cross-sell products and services, providing effective insurance reviews with clients regularly
- 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
- Represent the Company at external events such as conferences and client visits (if required)
- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Ability to provide holistic advice based on reviews and recommendations to clients
- Tenacious and motivated towards meeting and exceeding sales targets
- Organised, resourceful, deadline-driven, and supportive of the wider team
- Quality-oriented with great attention to detail
- $50,000 - $70,000 per annum salary
- 28 days annual leave plus bank holidays
- Your birthday off
- Group Personal Pension
- Bonus scheme
- Holiday buy scheme
- An array of health and wellbeing benefits
- Enhanced sick pay and parental leave
- Support and funding toward study and professional qualifications
- Paid time off for volunteering
Lloyd & Whyte offers a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services.
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