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 UK employer.
- Benefits: Enjoy 28 days leave, bonus schemes, and health benefits.
- Other info: Opportunities for career growth and professional development in a supportive environment.
- Why this job: Make a difference in a collaborative team focused on sustainability.
- Qualifications: Confident communicator with a passion for client service and insurance.
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 maximise client satisfaction, maintain high retention levels and achieve income targets in support of the overall business strategy. This role will be supporting our Veterinary specialist team, as well as our general insurance division.
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
- Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required
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.
Senior Insurance Consultant – Client Retention & Growth in Stevenage employer: Benefact Group plc
Lloyd & Whyte, part of the Benefact Group, is an exceptional employer located in Stevenage, offering a collaborative and inclusive work culture that prioritises employee growth and development. With a commitment to making a positive impact through charitable giving, employees enjoy a range of benefits including generous annual leave, professional development support, and a warm team environment focused on delivering outstanding service, particularly for those passionate about veterinary insurance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Insurance Consultant – Client Retention & Growth in Stevenage
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who work at Lloyd & Whyte. A friendly chat can open doors and give you insider info about the company culture and what they really value in candidates.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of veterinary insurance and client retention strategies. Show us that you’re not just a candidate, but someone who’s genuinely passionate about making a difference in clients' lives.
✨Tip Number 3
Practice your phone skills! Since this role involves building rapport over the phone, try mock calls with friends or family. Get comfortable with discussing insurance topics and providing excellent service, just like you would with real clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re serious about joining our team and contributing to our mission of making a positive impact.
We think you need these skills to ace Senior Insurance Consultant – Client Retention & Growth in Stevenage
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Insurance Consultant role. Highlight your experience in client retention and growth, and show us how you can contribute to our Veterinary specialist team.
Show Your Passion:We love a good story! Share your enthusiasm for insurance and how it aligns with our mission at Lloyd & Whyte. If you're an animal lover, let that shine through – it’s a big plus for us!
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and bullet points where possible to make it easy for us to see your skills and achievements. We appreciate brevity!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
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 your knowledge about veterinary insurance and general insurance practices, as this will show your commitment and expertise during the interview.
✨Showcase Your People Skills
Since building rapport with clients is key, prepare examples of how you've successfully interacted with clients in the past. Think about situations where you’ve gone above and beyond to ensure client satisfaction, as this will highlight your ability to provide exceptional service.
✨Be Team-Oriented
This role involves supporting and motivating a team, so be ready to discuss your experience in collaborative environments. Share specific instances where you’ve helped improve team performance or contributed to achieving targets, as this will demonstrate your team spirit.
✨Embrace Continuous Learning
Mention your willingness to pursue further qualifications, like the Chartered Insurance Institute Certificate in Insurance. This shows that you’re proactive about your professional development and committed to staying updated in the industry, which aligns with the company’s values.
