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- Tasks: Provide exceptional service and advice to clients, achieving new business targets.
- Company: Join Benefact Group, a purpose-led organisation with a strong giving ethos.
- Benefits: Enjoy 28 days annual leave, health benefits, and paid time off for volunteering.
- Why this job: Be part of an inclusive team focused on client satisfaction and personal development.
- Qualifications: Previous insurance experience and a desire to build long-term client relationships required.
- Other info: Opportunities for professional qualifications and a supportive work environment.
The predicted salary is between 24000 - 40000 £ per year.
Social network you want to login/join with:
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Client:
Ecclesiastical Insurance Group
Location:
Somerset, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
5d051532ab0e
Job Views:
19
Posted:
22.06.2025
Expiry Date:
06.08.2025
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Job Description:
Salary: Up to £40,000.00 OTE (depending on experience)
Working hours: 35 hours per week
Duration: Permanent
Location: Somerset
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Consultant to join our AGI team in their Taunton office.
Our AGI team are looking for a candidate to provide exceptional service and advice to clients in order to maximise client satisfaction, achieving new business and related product income targets, maintaining the highest retention levels in support of the overall business strategy.
Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.
Key responsibilities
- Achieve individual objectives and key performance indicators as set and agreed
- Be an expert in providing holistic insurance reviews for commercial clients, identifying and promoting related insurance products working with both new and existing business clients
- Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
- Maintain a comprehensive diary system and activity log to manage day to day income generation
- Manage key client relationships when allocated as and when required by the business
- Visit/arrange video meetings with clients when required
- Attend exhibitions in a professional manner when required by the business
- Identify and share market information and trends to your line manager
- Work in partnership with the Client Liaison Team as required to maximise new and existing client opportunities
- 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
- Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first, with consistent delivery of the right customer outcomes
- Support colleagues in their professional development , including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels
- Support your line manager with the organisation and monitoring of daily workflow & productivity for the team as required
- Promote, develop and enable our values and culture within the team
- Assist with competency sign off and complete call and file assessments as and when required
- Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required
- Continuously improve and 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
- Underwrite scheme policies in line with underwriting levels and referral guidelines
- Ensure focus on collection of client money within company guidelines
- Identify and research potential new insurance products and introducers
Knowledge, skills and experience
- Previous Insurance experience in a similar role.
- Chartered Insurance Institute Certificate in Insurance
- Preferably working towards Chartered Insurance Institute Diploma in Insurance
- Confident and capable of building long term rapport over the telephone, face to face or by video meeting to provide an excellent client experience
- Ability and willingness to talk to clients holistically
- Inspire people through motivational coaching and training
- Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
- Ability to work in a regulated, compliant and client focused environment
- Organised, resourceful, deadline driven and supportive of the wider team
- Quality oriented with great attention to detail
- Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes
What we offer
- 28days 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 andparental leave
- Support and funding toward study and professional qualifications
- Paid time off forvolunteering
Lloyd & Whyteoffer 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 aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone.
If you need any additional support during therecruitment process, then please let us know.
*Directory of Social Change’s UK Guides to Company Giving 2017-26
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Insurance Consultant (New Business) employer: Ecclesiastical Insurance Group
Contact Detail:
Ecclesiastical Insurance Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Consultant (New Business)
✨Tip Number 1
Familiarise yourself with the specific insurance products offered by Lloyd & Whyte. Understanding their niche markets and client needs will help you demonstrate your expertise during interviews and show that you're genuinely interested in the role.
✨Tip Number 2
Network with current employees or industry professionals on platforms like LinkedIn. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews.
✨Tip Number 3
Prepare to discuss your previous experience in insurance and how it aligns with the responsibilities of the role. Be ready to share specific examples of how you've achieved targets or improved client satisfaction in past positions.
✨Tip Number 4
Stay updated on current trends in the insurance industry, especially those relevant to commercial clients. Being knowledgeable about market changes will allow you to speak confidently about how you can contribute to the company's success.
We think you need these skills to ace Insurance Consultant (New Business)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant insurance experience and skills that align with the role of Insurance Consultant. Use keywords from the job description to demonstrate your suitability.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the insurance industry and your understanding of client needs. Mention specific examples of how you've achieved targets or provided exceptional service in previous roles.
Highlight Relevant Qualifications: If you have any qualifications from the Chartered Insurance Institute, be sure to mention them prominently. If you're working towards further qualifications, include that information as well to show your commitment to professional development.
Showcase Soft Skills: Emphasise your ability to build rapport with clients and work collaboratively within a team. Provide examples of how you've inspired or coached others, as these qualities are essential for the role.
How to prepare for a job interview at Ecclesiastical Insurance Group
✨Know Your Insurance Basics
Make sure you brush up on your insurance knowledge, especially regarding commercial clients. Be prepared to discuss different types of insurance products and how they can benefit clients.
✨Demonstrate Client-Centric Skills
Showcase your ability to build rapport with clients, whether over the phone or in person. Prepare examples of how you've successfully managed client relationships in the past.
✨Highlight Your Teamwork Experience
Since the role involves working closely with a team, be ready to discuss your experience in collaborative environments. Share instances where you supported colleagues or contributed to team goals.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle complex situations. Think of scenarios where you had to make quick decisions or adapt to changing circumstances.
