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- Tasks: Drive new business and build relationships in the Private Medical Insurance sector.
- Company: Join Lloyd & Whyte, part of Benefact Group, a top-rated employer.
- Benefits: Enjoy 28 days leave, health perks, and support for professional growth.
- 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: Be part of a diverse team committed to kindness and ambition.
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.
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
- 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 in Exeter employer: Ecclesiastical Insurance Group
Contact Detail:
Ecclesiastical Insurance Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PMI Consultant in Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with people in the PMI industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨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. Practise common interview questions and come up with examples that showcase your experience in the PMI market.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your fit for the position. It’s a small gesture that can make a big impact!
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. Plus, it shows you’re proactive and keen to be part of our growing PMI family at Lloyd & Whyte.
We think you need these skills to ace PMI Consultant in Exeter
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 the job description. We want to see how you can bring your unique ideas and determination to our team!
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 growth. Be sure to mention any specific achievements that demonstrate your drive and ambition.
Showcase Your Communication Skills: As a PMI Consultant, strong communication is key. In your application, highlight examples of how you've built relationships and managed client expectations in the past. We love seeing candidates who can connect with clients effectively!
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’re considered for the role. Plus, it shows you’re keen on joining our fantastic team at Lloyd & Whyte!
How to prepare for a job interview at Ecclesiastical Insurance Group
✨Know Your PMI Stuff
Make sure you brush up on your knowledge of Private Medical Insurance. Understand the key products, market trends, and regulations. Being able to discuss these confidently will show that you're serious about the role and can hit the ground running.
✨Showcase Your Relationship-Building Skills
Since this role involves managing client relationships, prepare examples of how you've successfully built rapport in previous positions. Think about specific situations where your communication skills made a difference—this will help you stand out as a candidate who can deliver an excellent client experience.
✨Demonstrate Your Proactivity
Lloyd & Whyte are looking for someone driven and proactive. Be ready to share instances where you've taken the initiative to solve problems or seize opportunities. This could be anything from developing a new process to hitting targets ahead of schedule.
✨Align with Their Values
Familiarise yourself with the company’s ethos and values, especially their commitment to charity and community. During the interview, express how your personal values align with theirs. This will show that you're not just looking for a job, but a place where you can contribute to something bigger.