Insurance Consultant

**Salary**:Starting from £30,000.00 (depending on experience) plus benefits.

**Working hours**:35 hours per week

**Duration**:Permanent

**Location**:Swansea

**About the role****:
**Lloyd & Whyte**, who are proudly part of **Benefact Group**, are looking for a **Insurance Consultant** to join our **Community Broking** team in their **Swansea** office.

Whilst this role may accommodate hybrid working following successful passing of probation, regular presence within our Swansea office will be expected.

Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

**Key responsibilities**:

- Achieve individual objectives and key performance indicators as set and agreed
- Be an expert in providing holistic insurance reviews for clients, identifying and promoting related insurance products working with both new and existing business clients
- Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
- Maintain a comprehensive diary system and activity log to manage day to day work
- Manage client relationships when allocated as and when required by the business
- Visit/arrange video meetings with clients when required
- Attend exhibitions in a professional manner when required by the business
- Identify and share market information and trends to your line manager
- Work with your and other teams as required to maximise new and existing client opportunities
- Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed
- Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first, with consistent delivery of the right customer outcomes
- Support colleagues in their professional development, including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels
- Support your line manager with the organisation and monitoring of daily workflow & productivity for the team as required
- Promote, develop and enable our values and culture within the team
- Assist with competency sign off and complete call and file assessments as and when required
- Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required
- Continuously improve and maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
- Underwrite any scheme policies in line with underwriting levels and referral guidelines

**Knowledge, skills and experience**:

- Previous insurance experience, preferably within commercial lines
- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Ability to work in a regulated, compliant and client focused environment
- Organised, resourceful, deadline driven and supportive of the wider team
- Quality oriented with great attention to detail
- Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes
- Chartered Insurance Institute Certificate in Insurance (hold/willing to work towards)

**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

**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 are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. 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 cu