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- Tasks: Provide exceptional service and advice to clients, ensuring high satisfaction and achieving business targets.
- Company: Join Lloyd & Whyte, part of Benefact Group, a top-rated employer committed to making a difference.
- Benefits: Enjoy 28 days leave, bonus schemes, health benefits, and support for professional qualifications.
- Why this job: Be part of a warm, welcoming team that values relationships and client-focused service.
- Qualifications: Confidence in building rapport, motivated to exceed sales targets, and organised in a compliant environment.
- Other info: Join a diverse community with fantastic career growth opportunities and a commitment to charity.
The predicted salary is between 24000 - 33600 £ per year.
Salary: Starting from £24,000.00 (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 an Insurance Adviser to join our Community Broking team in their Llanelli office. Within this role you will need to provide exceptional service and advice to clients in order to maximise client satisfaction and achieve existing and new business income targets in support of the business strategy.
Why join us?
Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, 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:
- Providing professional support and advice to clients ensuring high levels of service and client satisfaction
- Answering client queries, dealing with renewals and mid-term adjustments in a professional and timely manner
- Dealing with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested
- Ensuring all policy administration is dealt with in a professional and timely manner
- Focusing on timely collection of client money in accordance with company procedures
- Being proactive - making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly
What you’ll need to have:
- Confidence and capability of building rapport over the telephone to provide an excellent client experience
- Ability to provide holistic advice based on reviews and recommendations to clients
- Tenacious and motivated towards meeting and exceeding sales targets
- Organised, resourceful, deadline driven and supportive of the wider team
- Ability to work in a regulated, compliant and client-focused environment
What makes you stand out:
- Chartered Insurance Institute Certificate in Insurance (hold or willing to work towards)
- Previous experience within the insurance industry
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
Hear from the hiring manager:
We’re a warm, welcoming team who pride ourselves on delivering outstanding service to our clients. We’re looking for someone personable, approachable, and confident in face-to-face interactions — someone who enjoys building relationships and being part of a supportive, client-focused 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 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.
Insurance Adviser in Llanelli employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Adviser in Llanelli
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios specific to insurance advising. Role-play with a friend or use online resources to get comfortable with discussing client needs and providing tailored advice.
✨Tip Number 3
Show off your personality! When you apply through our website, make sure your application reflects who you are. Employers love candidates who can connect on a personal level, so don’t be afraid to let your enthusiasm shine through.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. It’s a simple gesture that demonstrates your professionalism and eagerness for the role.
We think you need these skills to ace Insurance Adviser in Llanelli
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Insurance Adviser role. Highlight any relevant experience in client service and insurance, as this will show us you’re a great fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about joining Lloyd & Whyte and how you can contribute to our mission of providing exceptional service to clients.
Showcase Your Communication Skills: Since this role involves building rapport with clients, make sure your application demonstrates your strong communication skills. Whether it’s through your writing style or examples of past interactions, let us see your personable side!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the recruitment process.
How to prepare for a job interview at Benefact Group plc
✨Know Your Stuff
Make sure you brush up on your insurance knowledge before the interview. Understand the different types of insurance products and be ready to discuss how they can meet client needs. This will show that you're proactive and knowledgeable, which is key for an Insurance Adviser.
✨Practice Your People Skills
Since this role involves building rapport with clients, practice your communication skills. Role-play common scenarios with a friend or family member, focusing on how to handle client queries and provide advice. Being personable and approachable will help you stand out.
✨Show Your Motivation
Be prepared to discuss your motivation for exceeding sales targets. Think of examples from your past experiences where you've gone above and beyond to achieve goals. This will demonstrate your tenacity and drive, which are essential traits for success in this role.
✨Ask Thoughtful Questions
At the end of the interview, have a few insightful questions ready to ask. Inquire about the team culture, opportunities for professional development, or how the company supports its charitable initiatives. This shows your genuine interest in the role and the company’s values.