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- Tasks: Join our PMI team to drive new business and support clients with Private Medical Insurance.
- Company: Lloyd & Whyte, part of Benefact Group, committed to making a difference.
- Benefits: Starting salary from £38,000, 28 days leave, birthday off, and health benefits.
- Why this job: Shape the future of PMI while working in a collaborative and inclusive environment.
- Qualifications: Experience in PMI and strong relationship-building skills are essential.
- Other info: Great career growth opportunities in a company that values kindness and ambition.
The predicted salary is between 38000 - 53200 £ per year.
Salary: Starting from £38,000.00 (depending on experience) plus benefits!
Working hours: 35 hours per week
Duration: Permanent
Location: South West
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Private Medical Insurance specialist to join our growing PMI team within Community Broking. This is a hybrid role with the ideal candidate needing to be able to commute to our Taunton or Exeter office 2-3 days per week.
An exciting opportunity to join our new and growing PMI team! Great potential to develop and shape how the PMI business looks within Lloyd & Whyte group. We are looking for someone with ambition and drive to bring unique ideas and determination to build the business.
As a Private Medical Insurance specialist, you will be responsible for being a focal point for PMI within the Lloyd & Whyte Group with accountability for finding new opportunities, hitting new business targets and broking Corporate and SME clients policies. As part of the Insurance Consultant role you will be expected to deliver cultural, service and compliance objectives in support of the overall business strategy.
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
- Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
- Develop and maintain strong propositions for relevant Individual/Private, SME and Corporate clients
- 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
- Attend face-to-face meetings with clients
- Be accountable in the delivery of relevant lead generation targets ensuring focus on growth aims and objectives. Work with client liaison to build pipeline of activity away from own self-generation.
- Quote & remarket Private Medical Insurance within the FCA guidelines and targets
What you’ll need to have
- Confident and capable in communicating, managing relationships and building rapport with clients to provide an excellent client experience
- Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
- Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes
- Ability to deliver projects effectively with strong stakeholder engagement
- Resourceful, organised and deadline driven with good time management and self-motivation
What makes you stand out
- Chartered Insurance Institute Certificate in Insurance
- Willing to work towards Chartered Insurance Institute Diploma in Insurance.
What we offer
- 28 days 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
“We are seeking a proactive, focused new business developer with partnership and rapport building skills to join the team in Taunton as a PMI Consultant. Experience in the PMI market from either a broking or insurer background is required in order to help build a future strategy for the business. If you are determined and focused on growth through targets and personal development, this may be the job for 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.
PMI Consultant in Exeter employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PMI Consultant in Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with people in the PMI industry. Attend events, join online forums, or even hit up LinkedIn. The more connections you make, the better your chances of landing that dream job!
✨Tip Number 2
Prepare for those interviews! Research Lloyd & Whyte and understand their values and goals. Think about how your skills can help them grow their PMI business. Show them you're not just another candidate, but the perfect fit!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the best choice for the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll be part of a community that values growth and development—just like you!
We think you need these skills to ace PMI Consultant in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the PMI Consultant role. Highlight relevant experience and skills that match the job description. We want to see how you can bring your unique ideas and determination to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the PMI sector and how your background aligns with our goals. Let us know how you can help shape the future of our PMI business.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples to demonstrate how you've hit targets or improved processes in previous roles. We love seeing results-driven candidates!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing talent out there. We can't wait to hear from you!
How to prepare for a job interview at Benefact Group plc
✨Know Your PMI Stuff
Make sure you brush up on your knowledge of Private Medical Insurance. Understand the key players in the market, current trends, and any recent changes in regulations. This will not only show your expertise but also your genuine interest in the role.
✨Showcase Your Relationship-Building Skills
Since this role involves managing client relationships, be prepared to discuss your past experiences in building rapport with clients. Use specific examples that highlight your communication skills and how you've successfully navigated challenges in client interactions.
✨Demonstrate Your Proactivity
The hiring manager is looking for someone who is driven and proactive. Prepare to share instances where you've taken the initiative to identify new business opportunities or improve processes. This will illustrate your ambition and determination to contribute to the team's growth.
✨Align with Their Values
Familiarise yourself with Lloyd & Whyte's commitment to charity and community. Be ready to discuss how your personal values align with their mission. Showing that you resonate with their culture can set you apart from other candidates.