Insurance Advisor Professional
6 days ago
We are seeking an experienced Insurance Advisor to join our Community Broking team in Lloyd & Whyte, a proud member of Beneact Group plc.
This is an excellent opportunity to develop your career and become an integral part of a purpose-led organisation with a rapidly expanding and innovative Group.
Key Responsibilities:- Achieve individual objectives and key performance indicators as set and agreed, resulting in a competitive £30,000 - £40,000 per annum salary.
- 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.
- 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 guidelines requirements.
- Represent the Company professionally 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.
- Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious.
- Confident and capable of building rapport over the telephone to provide an excellent client experience.
- Ability to provide holistic advice based reviews and recommendations to clients.
- Tenacious and motivated towards meeting and exceeding sales targets.
- Ability to work in a regulated, compliant and client-focused environment.
- Organised, resourceful, deadline-driven and supportive of the wider team.
- Quality-orientated with great attention to detail.
- IT literate.
- 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, company cash plan, income protection and life assurance.
- Enhanced sick pay and parental leave.
- Support and funding towards study and professional qualifications.
- Paid time off for volunteering.
We are a unique financial services organisation, owned by a registered charity, Benefact Trust. 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.
At Beneact Group plc, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected.
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