Insurance Adviser

**Salary**: Starting from £22,000.00 - £26,000.00 (D.O.E.)

**Benefits Package**:

- 28 Days holiday + UK Bank Holidays
- Paid day off on your birthday
- Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full pay_
- Company Pension Plan
- Income Protection Insurance Scheme
- Death in Service Benefit (x2 times your annual salary)
- Cash plan benefit to assist with medical and wellbeing costs
- Annual charitable donation to chosen charity
- Support & funding for study towards your professional qualification
- Employee wellness programmes
- Cycle to Work Scheme
- Company Events
- Casual Dress
- Refer a friend scheme
- Paid time off for volunteering

**Qualifications & Experience**:

- GCSE Maths & English at Grade C/Level 4 or above
- Chartered Insurance Institute Certificate in Insurance (hold or willing to work towards)
- Previous experience working within the insurance industry / within a customer service based role

**About You**

Are you a detail orientated, client focused individual looking for a new challenge? Do you thrive in a diverse and fast paced environment, enjoy speaking to clients and always striving to go above and beyond? Within this role, you will be responsible for supporting our Personal Lines to deliver high levels of service to clients & partners, whilst ensuring that all policy related administration is kept up to date.

**About Us**

Cleddau Insurance Services are now part of the Lloyd & Whyte Group, a family of businesses which provides insurance and financial services to specialist markets.

At Lloyd & Whyte, our business is centred around five core values - Fun, Supportive, Professional, Partnerships and Ambitious. By ensuring that these values are at the heart of everything we do, we’re able to build a business that remains focused on delivering what we say we will to our clients, colleagues and business partners.

**Working Hours**:
Full time/Permanent

**Key Responsibilities will include**:

- Achieve individual objectives and key performance indicators as set and agreed
- 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 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

**Job Types**: Full-time, Permanent

**Salary**: £22,000.00-£26,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Free parking
- On-site parking
- Sick pay
- Wellness programme

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Carmarthen, SA33 4DQ: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you have previous experience working within a telephone based, client facing role?

**Experience**:

- insurance: 2 years (required)

Licence/Certification:

- GCSE Maths & English at Grade C/Level 4 or above (required)
- Chartered Insurance Institute Certificate in Insurance (preferred)

Work authorisation:

- United Kingdom (required)

Work Location: One location