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For Companies At a Glance
- Tasks: Join our PMI team to drive new business and build client relationships.
- Company: Lloyd & Whyte, part of Benefact Group, committed to making a difference.
- Benefits: Starting salary from £38,000, 28 days leave, bonus scheme, and health benefits.
- Why this job: Shape the future of PMI while making a positive impact through charity.
- Qualifications: Experience in PMI and strong communication skills are essential.
- Other info: Hybrid role with great career growth and a supportive, inclusive culture.
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.
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
- 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
- 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 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 Lloyd & Whyte · Somerset, Exeter, Taunton · employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PMI Consultant Lloyd & Whyte · Somerset, Exeter, Taunton ·
✨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 people you know, 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 achieve their objectives. Show them you’re not just another candidate, but the perfect fit for their team.
✨Tip Number 3
Follow up after your 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 position.
✨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 Lloyd & Whyte · Somerset, Exeter, Taunton ·
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 what we're looking for, like your ability to build client relationships and meet targets.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for the PMI sector and how you can contribute to our team. Be sure to mention any unique ideas you have for growing the business.
Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements! Use specific examples of how you've met or exceeded targets in previous roles to demonstrate your drive and capability.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
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 before the interview. Understand the key products, market trends, and regulatory requirements. 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
Lloyd & Whyte is looking for someone who is driven and proactive. Think of instances where you've taken the initiative to solve problems or improve processes. Share these stories to illustrate your determination and ability 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. This will show that you're not just a fit for the role, but also for the company culture.
