At a Glance
- Tasks: Provide exceptional service and advice to clients, maximising satisfaction and retention.
- Company: Join Lloyd & Whyte, part of Benefact Group, a top-rated employer in the UK.
- Benefits: Enjoy 28 days annual leave, bonus schemes, and support for professional qualifications.
- Why this job: Make a difference in a collaborative team while helping clients with their insurance needs.
- Qualifications: Confident communicator with a passion for client service and teamwork.
- Other info: Be part of a charitable organisation that values diversity and community.
The predicted salary is between 30000 - 30000 £ per year.
Salary: Starting from £30,000.00 (depending on experience)
Working hours: 35 per week, Monday to Friday
Duration: Permanent
Location: Stevenage
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Consultant to join our PPS GI team in our Stevenage office. As an Insurance Consultant you will provide exceptional service and advice to clients in order to maximize client satisfaction, maintain high retention levels and achieve income targets in support of the overall business strategy. This role will be supporting our PPS GI as well as Affinity GI when required.
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
- Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards
- 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
- Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
- Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets
- Fulfil the responsibilities of a Senior Client Service Adviser
What you’ll need to have
- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Ability to work in a regulated, compliant and client focused environment
- Organised, resourceful, deadline driven and supportive of the wider team
- Driven to be pro‑active to new challenges and positively shape the desired opportunities and outcomes
- Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
What makes you stand out
Hold or willing to work towards Chartered Insurance Institute Certificate 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’re a warm, welcoming team who pride ourselves on delivering outstanding service to our clients. We are a passionate team specialising in Veterinary insurance looking for someone who is just as much an animal lover as we are!”
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 Consultant in Stevenage employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Consultant in Stevenage
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, attend relevant events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Prepare for interviews by researching Lloyd & Whyte and their values. Understand their approach to client service and think about how your skills can contribute to their mission. Tailor your answers to show you’re a perfect fit for their team!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will help you articulate your experience and demonstrate your passion for the role.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the position. Plus, it’s a great way to reiterate why you’d be an awesome addition to their team.
We think you need these skills to ace Insurance Consultant in Stevenage
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Insurance Consultant role. Highlight relevant experience and skills that match what we're looking for, like client service and insurance knowledge. This shows us you're serious about joining 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 insurance and how you can contribute to our team. Be genuine and let your personality come through – we love a good story!
Showcase Your Skills: In your application, don’t just list your skills – demonstrate them! Use examples from your past experiences to show how you've built rapport with clients or tackled challenges. We want to see how you can bring value to our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about our culture and values while you’re there!
How to prepare for a job interview at Benefact Group plc
✨Know Your Stuff
Make sure you have a solid understanding of the insurance products and market trends relevant to the role. Brush up on underwriting guidelines and be ready to discuss how you can apply this knowledge to provide exceptional service to clients.
✨Showcase Your People Skills
As an Insurance Consultant, building rapport with clients is key. Prepare examples of how you've successfully engaged with clients in the past, especially over the phone. Highlight your ability to create a positive client experience and how you handle challenging situations.
✨Demonstrate Team Spirit
This role involves supporting your team and contributing to a collaborative environment. Be ready to share instances where you've motivated or coached colleagues, and how you’ve worked towards common goals like retention and income targets.
✨Align with Their Values
Lloyd & Whyte pride themselves on their charitable ethos and inclusive culture. Familiarise yourself with their mission and values, and think about how your personal beliefs align with theirs. This will show that you're not just looking for a job, but a place where you can make a difference.