Personal Lines Team Leader

Salary:
Circa £29,000.00

Working hours:
35 hours per week

Duration:
Permanent

Location:
St Clears

About The Role
Lloyd & Whyte
, who are proudly part of
Benefact Group
, are looking for a
Personal Lines Team Leader
to join our
Community Broking
team in their
St Clears
office.

The purpose of this role is to provide effective leadership of your team and working in partnership with office leadership, to deliver existing business retention and income targets whilst continuing to fulfil an element of the Insurance Consultant role; ensuring cultural, service and efficiency objectives are achieved in support of the business strategy.

Why join us?
Join a collaborative and inclusive culture that's committed to making a difference and building a more sustainable future. Ranked amongst the UK's top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.

What You'll Be Doing

• Leading a team of Personal lines advisers, helping to achieve conduct and regulatory standards as well as driving the business forward to growth
• Managing day-to-day workflow processes, resource, and productivity of the team
• Delivering insurance recommendations to clients at both new business and renewal within FCA and consumer duty guidelines.
• Identifying under insurance and make recommendations to rectify this for our clients
• Identifying and making recommendations on how process, systems and procedures can be efficiently implemented and continually improved

What You'll Need To Have

• Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
• Inspire people through motivational coaching & training
• Confidence and capability in communicating, managing relationships and providing an excellent client experience
• Be experienced in developing client service and improving client advocacy
• IT literate and analytical

What Makes You Stand Out

• Chartered Insurance Institute Certificate in Insurance or equivalent qualification

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

Hear from the hiring manager
"Lloyd & Whyte Community broking is focused on bringing insurance back to the community Focusing on delivering excellent client service and solving client's cover and claims issues."
Lloyd & Whyte
offer 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. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.

Benefact Group
is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK's number one corporate donor, with strategic objectives in place to double the Group's size.

We believe it's essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, 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. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.

• Directory of Social Change's UK Guides to Company Giving