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- Tasks: Join our PMI team to drive new business and support clients with Private Medical Insurance.
- Company: Lloyd & Whyte, part of Benefact Group, committed to making a difference.
- Benefits: 28 days leave, bonus scheme, health benefits, and support for professional qualifications.
- Why this job: Shape the future of PMI while working in a collaborative and inclusive environment.
- Qualifications: Experience in PMI and strong communication skills are essential.
- Other info: Be part of a charity-owned group with ambitious growth plans and a culture of kindness.
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
Overview
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:
- 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 in Exeter employer: Ecclesiastical Insurance UK
Contact Detail:
Ecclesiastical Insurance UK 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 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 opportunity to reiterate why you’re the perfect fit for the PMI Consultant 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 find all the latest opportunities and updates about the company. Let’s get you that dream job!
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, like your ability to manage relationships and deliver on 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 your unique ideas can contribute to our growing team at Lloyd & Whyte.
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 application process. It’s the best way for us to receive your application and get you into our system quickly!
How to prepare for a job interview at Ecclesiastical Insurance UK
✨Know Your PMI Stuff
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, be prepared to discuss your experience in building rapport and trust with clients. Share specific examples of how you've successfully navigated client interactions in the past.
✨Demonstrate Your Proactivity
Lloyd & Whyte is looking for someone who can drive new business development. Be ready to talk about times when you've taken the initiative to identify opportunities or improve processes. Highlight your ambition and determination to achieve targets.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture, team dynamics, and future growth plans. This shows that you're not just interested in the job, but also in how you can contribute to the company's success and align with their values.
