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- Tasks: Join our team as a Trainee Insurance Adviser, providing top-notch service and advice to clients.
- Company: Lloyd & Whyte, part of Benefact Group, is a leading insurance provider with a charitable mission.
- Benefits: Enjoy 28 days annual leave, a bonus scheme, and support for professional qualifications.
- Why this job: Kickstart your career in a supportive, inclusive environment focused on personal and professional growth.
- Qualifications: Previous office experience preferred; must be motivated, organised, and detail-oriented.
- Other info: We value diversity and welcome applications from all backgrounds.
The predicted salary is between 18400 - 32200 £ per year.
Salary: Starting from £23,000.00 (depending on experience)
Working hours: 35 hours per week
Duration: Permanent
Location: Llanelli
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Trainee Insurance Adviser to join our Community Broking team in their Llanelli office. This will be a perfect career opportunity for a keen and motivated individual to take their first steps into the insurance industry. This role will be client focused and responsible for providing exceptional service and insurance advice to clients in order to maximise client satisfaction and achieve existing and new business income targets; the perfect challenge for someone wishing to kick start their insurance career.
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
- 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 in 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 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
Knowledge, skills and experience
- Previous experience in an office/administration based role (preferred)
- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Tenacious and motivated towards meeting and exceeding targets
- Organised, resourceful, deadline driven, and supportive of the wider team
- Quality oriented with great attention to detail
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.
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.
Trainee Insurance Adviser - Llanelli Lloyd & Whyte · Llanelli · employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Insurance Adviser - Llanelli Lloyd & Whyte · Llanelli ·
✨Tip Number 1
Familiarise yourself with the insurance industry and its key players. Understanding the basics of insurance products and services will help you engage in meaningful conversations during interviews and demonstrate your enthusiasm for the role.
✨Tip Number 2
Network with professionals in the insurance sector, especially those working at Lloyd & Whyte or similar companies. Attend industry events or join online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare to discuss how your previous experiences, even if not directly related to insurance, have equipped you with transferable skills. Highlight your ability to build rapport, manage client relationships, and meet targets, as these are crucial for the Trainee Insurance Adviser role.
✨Tip Number 4
Research Lloyd & Whyte's values and community initiatives. Being able to articulate how your personal values align with theirs can set you apart from other candidates and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Trainee Insurance Adviser - Llanelli Lloyd & Whyte · Llanelli ·
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Trainee Insurance Adviser position. Tailor your application to highlight how your experiences align with these requirements.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, skills, and achievements. Focus on any previous office or administration roles, and emphasise your ability to build rapport and meet targets.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for starting a career in the insurance industry. Mention specific reasons why you want to work for Lloyd & Whyte and how you can contribute to their goals of client satisfaction and business growth.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the insurance sector.
How to prepare for a job interview at Benefact Group plc
✨Research the Company
Before your interview, take some time to learn about Lloyd & Whyte and the Benefact Group. Understand their values, mission, and the services they offer. This will help you tailor your answers and show genuine interest in the role.
✨Prepare for Client-Focused Questions
Since the role is client-focused, be ready to discuss how you would handle client queries and provide exceptional service. Think of examples from past experiences where you successfully resolved issues or exceeded client expectations.
✨Showcase Your Motivation
Demonstrate your enthusiasm for starting a career in insurance. Talk about what excites you about the industry and how you plan to meet and exceed targets. Employers love to see candidates who are driven and eager to learn.
✨Highlight Your Attention to Detail
Given the importance of accuracy in insurance, be prepared to discuss how you ensure attention to detail in your work. You might want to share specific examples of how you've maintained high standards in previous roles or projects.
