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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: 28 days leave, bonus scheme, health benefits, and support for professional qualifications.
- 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 rapidly expanding company.
The predicted salary is between 32000 - 42000 £ per year.
Salary: Starting from £38,000.00 (depending on experience) + benefits
Working hours: 35 hours per week
Duration: Permanent
Location: Gloucester
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 Gloucester office 2-3 days per week. The ideal person will also be required to travel to our Taunton office once a month minimum.
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.
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 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
- 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 and ambitious in bringing in New Business and pro-active to new challenges
- 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
- Hold a 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
- 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 are seeking a proactive, focused new business developer with partnership and rapport building skills to join the team in Taunton or Exeter 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.
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 employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PMI Consultant
✨Tip Number 1
Network like a pro! Reach out to your connections in the PMI field and let them know you're on the hunt for a new role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Lloyd & Whyte and their PMI team. Understand their values and how they operate, so you can show them you're not just a fit for the role, but for their culture too!
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experience align with the responsibilities of the PMI Consultant role. Highlight your ambition and drive to bring unique ideas to the table.
✨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, it shows you're serious about joining our awesome team at Lloyd & Whyte.
We think you need these skills to ace PMI Consultant
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the PMI Consultant role. Highlight your relevant experience in the Private Medical Insurance sector and how it aligns with our goals at Lloyd & Whyte.
Showcase Your Ambition: We love candidates who are driven and ambitious! In your application, share examples of how you've successfully met targets or brought in new business in previous roles. This will help us see your potential to grow with us.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where necessary to make it easy for us to read through your achievements and skills. We appreciate straightforward communication!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Benefact Group plc
✨Know Your PMI Stuff
Make sure you brush up on your Private Medical Insurance knowledge. Understand the key products, market trends, and regulations. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Relationship Skills
Since this role involves building rapport with clients, prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you turned a challenging interaction into a positive outcome.
✨Demonstrate Your Ambition
The company is looking for someone driven and ambitious. Be ready to discuss your career goals and how they align with the company's growth objectives. Share any unique ideas you have for bringing in new business or improving processes.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, company culture, and future strategies for the PMI business. This shows you're not just interested in the job, but also in how you can contribute to the company's success.