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- Tasks: Engage with clients, handle renewals, and provide tailored insurance advice daily.
- Company: Join Lloyd & Whyte, a leading green insurance provider committed to sustainability.
- Benefits: Enjoy hybrid working, 28 days leave, birthday off, and health perks.
- Why this job: Make a positive impact while growing in a supportive, inclusive culture.
- Qualifications: Experience in the UK Insurance Industry and a drive to exceed sales targets.
- Other info: Opportunity for professional development and volunteering time off.
The predicted salary is between 24000 - 36000 £ per year.
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Salary: Up to £30,000.00 (depending on experience)
Working hours: 35 hours per week
Duration: Permanent
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Adviser to join our Naturesave team; the UK’s leading green and ethical insurance provide the UK’s leading green and ethical insurance provider.
Please note that during your initial training period, you\’ll be based full-time in our Totnes office. However once you\’ve successfully completed probation, we offer hybrid working with an ideal split of 60% office / 40% from home, so you get the best of both worlds.
This role will see you speaking to clients on a daily basis, dealing with both renewals and new business, so would be the perfect next step for a driven insurance professional looking for a new challenge, where your contribution will help to build on the success of an already dynamic team.
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
- Provide professional support and insurance 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
- Deal with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested
- Ensure all policy administration is dealt with in a professional and timely manner, supporting colleagues from all areas of the business as required.
What you\’ll need to have
- Proven experience of the UK Insurance Industry
- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Tenacious and motivated towards meeting and exceeding sales targets
- Ability to work in a regulated, compliant and client focused environment
- Willingness to work towards your Cert CII qualification
What we offer
- 28days annual leave plus bank holidays
- Your birthday off
- 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
\”At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a team where your work protects communities and the environment.\”
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 aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone.
If you need any additional support during therecruitment process, then please let us know.
*Directory of Social Change’s UK Guides to Company Giving 2017-26
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Insurance Adviser employer: Ecclesiastical Insurance Group
Contact Detail:
Ecclesiastical Insurance Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Adviser
✨Tip Number 1
Familiarise yourself with the green and ethical insurance sector. Research Naturesave and their unique offerings, as understanding their mission will help you connect better during interviews.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since the role involves building rapport with clients, being able to convey information clearly and confidently is crucial.
✨Tip Number 3
Network with professionals in the insurance industry, particularly those who work in ethical or green sectors. This can provide insights into the role and may even lead to referrals.
✨Tip Number 4
Prepare for questions about compliance and client-focused environments. Being able to demonstrate your understanding of these areas will show that you're a good fit for the role.
We think you need these skills to ace Insurance Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the UK insurance industry. Emphasise any roles where you've provided client support or advice, as well as your ability to meet sales targets.
Craft a Compelling Cover Letter: In your cover letter, express your passion for ethical and green insurance. Mention how your values align with those of Lloyd & Whyte and how you can contribute to their mission of making a difference.
Showcase Relevant Skills: Highlight skills that are crucial for the role, such as building rapport over the phone, handling renewals, and providing effective insurance reviews. Use specific examples from your past experiences to demonstrate these abilities.
Prepare for Potential Questions: Think about common interview questions related to client service and sales in the insurance sector. Prepare answers that reflect your experience and how you can add value to the Naturesave team.
How to prepare for a job interview at Ecclesiastical Insurance Group
✨Know Your Insurance Basics
Make sure you brush up on your knowledge of the UK insurance industry. Be prepared to discuss different types of insurance products and how they can benefit clients, as this will show your expertise and confidence in the field.
✨Demonstrate Client-Centric Skills
Since the role involves a lot of client interaction, practice how you would build rapport over the phone. Think of examples where you've successfully handled client queries or provided exceptional service, as this will highlight your ability to create a positive client experience.
✨Showcase Your Sales Motivation
Prepare to discuss your sales achievements and how you meet or exceed targets. Be ready to share specific examples that demonstrate your tenacity and motivation, as this is crucial for the role of an Insurance Adviser.
✨Emphasise Your Commitment to Professional Development
Mention your willingness to work towards your Cert CII qualification during the interview. This shows your commitment to personal growth and aligns with the company's values of supporting career development.
