Insurance Professional

4 weeks ago


Llanelli, Carmarthenshire, United Kingdom Ecclesiastical Insurance Group Full time
About the Role

We are seeking an experienced Insurance Adviser to join our Community Broking team in Llanelli. As an Insurance Adviser, you will be responsible for providing professional support and advice to clients, ensuring high levels of service and client satisfaction.

Key Responsibilities
  • Achieve individual objectives and key performance indicators as set and agreed
  • Provide holistic advice based reviews and recommendations to clients
  • Answer client queries, deal with renewals and mid-term adjustments in a professional and timely manner
  • Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and 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
  • Be professional when representing the Company at external events such as conferences and client visits (if required)
  • Maintain and develop own technical competence
  • Support colleagues from all areas of the business as required
What We Offer
  • 28 days annual leave plus bank holidays
  • Your birthday off
  • Group Personal Pension
  • Bonus scheme
  • A holiday buy scheme
  • An array of health and wellbeing benefits, company cash plan, income protection and life assurance
  • Enhanced sick pay and parental leave
  • Support and funding toward study and professional qualifications
  • Paid time off for volunteering
About Us

We are a unique financial services organisation, owned by a registered charity, Benefact Trust. We are a financially secure, professional and award-winning organisation. We pride ourselves in donating a significant proportion of our profits to good causes.

We think that people are looking for something worthwhile in a company beyond the workplace. Our employees are encouraged to take at least half a day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.

We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.

We are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group.



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