Operations Team Leader

Salary:
Circa £40, depending on experience)

Working hours:
35 hours per week

Duration:
Permanent

Location:
Somerset

About the role

Lloyd & Whyte
, who are proudly part of
Benefact Group
, are looking for a
Operations Team Leader
to join our
Community Broking
team in their
Taunton
office.

As an
Operations Team Leader,
you will;
through effective leadership of your team and working in partnership with relevant stakeholders, deliver individual and team 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 15 Best Big Companies to Work For in 2025, 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

• Managing and developing individual and team performance through identification of training needs & implementation of coaching and development plans; working in conjunction with the Learning & Development where appropriate.
• Operating within an agreed resource budget; prioritising and allocating resource effectively and recruiting suitable people in accordance with current employment legislation.
• Maintaining own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively assist with referrals and handle a variety of complex work.
• Supporting, motivating and communicating relevant information to the team effectively, ensuring a strong service and retention focused culture
• Providing professional support and advice to customers through review ensuring high levels of service making sure clients' needs are met and expectations are exceeded maximising cross sell opportunities at all times.

What you'll need to have

• Chartered Insurance Institute Certificate in Insurance or equivalent qualification.
• Dependable leader with an understanding of performance management and the ability to encourage and work in a trusted environment.
• Confident and capable in communicating, managing relationships and providing an excellent client experience.
• Proficient in creating a results driven team, focusing both in the short & long term, whilst empowering individuals to focus on their goals.
• Resourceful, organised and deadline driven with good time management and self-motivation.

What makes you stand out

• Chartered Insurance Institute Diploma in Insurance (preferred) or equivalent .

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 If you're seeking an opportunity to lead a successful team whilst further developing your leadership skills and understanding of insurance, we'd love to hear from you."

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