Insurance Advisor

Lloyd & Whyte is seeking an Insurance Adviser to join our team in a key role that requires strong technical knowledge and excellent client service skills.

• Achieve Individual Objectives: Meet and exceed individual sales targets, key performance indicators, and client satisfaction levels.
• Provide Professional Support: Offer expert advice and guidance to clients, ensuring high levels of service and client satisfaction.
• Renewals and Adjustments: Handle client queries, renewals, and mid-term adjustments in a professional and timely manner.
• Proactive Approach: Identify alternative products, advise clients of potential gaps in cover, and provide regular insurance reviews.
• New Business: Deal with new business quotations and presentations to market on behalf of Account Executives within requested timescales.
• Administration: Ensure all policy administration is dealt with in a professional and timely manner.
• Client Money: Focus on timely collection of client money in accordance with company procedures.
• Compliance: Adhere to all company, regulatory, and compliance guideline requirements.
• Representation: Represent the company professionally at external events such as conferences and client visits.
• Technical Competence: Maintain and develop own technical competence.
• Team Support: Support colleagues from all areas of the business as required.

• Values: Demonstrate our values of Fun, Supportive, Professional, working in Partnership, and Ambitious.
• Client Rapport: Confidently build rapport with clients over the telephone to provide an excellent client experience.
• Holistic Advice: Provide holistic advice based on reviews and recommendations to clients.
• Sales Targets: Tenacious and motivated towards meeting and exceeding sales targets.
• Regulated Environment: Ability to work in a regulated, compliant, and client-focused environment.
• Organisation: Organised, resourceful, deadline-driven, and supportive of the wider team.
• Quality: Quality-oriented with great attention to detail.
• IT Literacy: IT literate.
• Qualifications: Holding or working towards Chartered Insurance Institute Certificate in Insurance.

We look forward to hearing from you.