Pmi Consultant in Somerset

Pmi Consultant in Somerset

Somerset Full-Time 38000 - 53200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our PMI team to drive new business and support clients with insurance solutions.
  • Company: Lloyd Whyte, part of Benefact Group, known for its inclusive culture.
  • Benefits: Starting salary from £38k, 28 days leave, hybrid work, and career growth.
  • Why this job: Make a real impact in a growing team while supporting charitable causes.
  • Qualifications: Strong communication skills and a proactive attitude towards challenges.
  • Other info: Ranked among the UK's top 50 Best Large Companies to Work For.

The predicted salary is between 38000 - 53200 £ per year.

Salary: Starting from £38,****** (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 with 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, 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

Pmi Consultant in Somerset employer: Ecclesiastical Insurance Group

Lloyd Whyte, part of the Benefact Group, is an exceptional employer that fosters a collaborative and inclusive culture, dedicated to making a positive impact while offering fantastic career development opportunities. With a commitment to sustainability and charitable causes, employees can thrive in a supportive environment that encourages innovation and personal growth, all while enjoying the flexibility of a hybrid work model in the beautiful South West region.
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Contact Detail:

Ecclesiastical Insurance Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Pmi Consultant in Somerset

✨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 on LinkedIn. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Practice your pitch! When you land that interview, make sure you can confidently explain how your skills and experience align with the role. Tailor your pitch to highlight your ambition and drive, just like they’re looking for.

✨Tip Number 3

Showcase your creativity! Think of unique ideas you can bring to the table during interviews. They want someone who can help shape the PMI business, so don’t hold back on sharing your innovative thoughts.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our collaborative and inclusive culture at Lloyd Whyte.

We think you need these skills to ace Pmi Consultant in Somerset

Private Medical Insurance expertise
Client Relationship Management
New Business Development
Service KPI Achievement
Team Coaching and Support
Lead Generation
FCA Compliance Knowledge
Communication Skills
Project Delivery
Stakeholder Engagement
Time Management
Self-Motivation
Creative Problem-Solving
Organisational Skills

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 unique ideas and determination to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our growing PMI team. Show us your ambition and drive!

Showcase Your Communication Skills: Since this role involves managing relationships with clients, make sure your written application reflects your communication skills. Be clear, concise, and engaging – we love a good story!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Ecclesiastical Insurance Group

✨Know Your PMI Inside Out

Before the interview, make sure you brush up on your knowledge of Private Medical Insurance. Understand the key products, market trends, and regulatory requirements. This will not only help you answer questions confidently but also show your genuine interest in the role.

✨Showcase Your Relationship-Building Skills

Since this role involves managing client relationships, prepare examples of how you've successfully built rapport with clients in the past. Think about specific situations where your communication skills made a difference, and be ready to share these stories during the interview.

✨Demonstrate Your Ambition and Drive

Lloyd Whyte is looking for someone with ambition and determination. Be prepared to discuss your career goals and how they align with the company's vision. Share any unique ideas you have for growing the PMI business, as this will highlight your proactive approach.

✨Prepare Questions That Matter

At the end of the interview, you'll likely have the chance to ask questions. Use this opportunity to inquire about the company's culture, growth opportunities, and how success is measured in the PMI team. This shows that you're not just interested in the job, but also in how you can contribute to the company's future.

Pmi Consultant in Somerset
Ecclesiastical Insurance Group
Location: Somerset
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