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For Companies At a Glance
- Tasks: Provide exceptional service and advice to clients in the insurance sector.
- Company: Join Lloyd & Whyte, part of Benefact Group, a top-rated employer.
- Benefits: Enjoy 28 days leave, health benefits, and a bonus scheme.
- Why this job: Make a difference while building relationships in a supportive team.
- Qualifications: Confidence in client interactions and a drive to exceed sales targets.
- Other info: Opportunities for professional development and volunteering support.
The predicted salary is between 24000 - 33600 £ per year.
Salary: Starting from £24,000.00 (depending on experience)
Working hours: 35 hours per week
Duration: Permanent
Location: Llanelli
About The Role
LOTT & Whyte, part of the Benefact Group, is seeking an Insurance Adviser for its Community Broking team in the Llanelli office. As an Insurance Adviser you will provide exceptional service and advice to clients, maximizing client satisfaction to achieve existing and new business income targets which support the business strategy.
What you’ll be doing
- Providing professional support and advice to clients, ensuring high levels of service and client satisfaction
- Answering client queries, dealing with renewals and mid‑term adjustments in a professional and timely manner
- Handling new business quotations and/or presentations to the market on behalf of Account Executives within requested time‑frames
- Managing all policy administration in a professional and timely manner
- Focusing on timely collection of client money in accordance with company procedures
- Being proactive – making clients aware of alternative products, advising on potential gaps in cover, and providing effective insurance reviews regularly
What you’ll need to have
- Confidence and ability to build rapport over the telephone for an excellent client experience
- Capability to provide holistic, advice‑based reviews and recommendations to clients
- Tenacity and motivation to meet and exceed sales targets
- Organization, resourcefulness, deadline‑driven mindset and support for the wider team
- Ability to work in a regulated, compliant, client‑focused environment
What makes you stand out
- Chartered Insurance Institute certificate in Insurance (current or willing to pursue)
- Previous experience within the insurance industry
What we offer
- 28 days annual leave plus bank holidays
- Birthday off
- Group Personal Pension
- Bonus scheme
- Holiday buy scheme
- 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’re a warm, welcoming team who pride ourselves on delivering outstanding service to our clients. We\’re looking for someone personable, approachable, and confident in face‑to‑face interactions – someone who enjoys building relationships in a supportive, client‑focused environment.
Lloyd & Whyte offer a range of specialist insurance services to a variety of clients, including niche scheme insurance for healthcare professionals, expert insurance for commercial motor vehicles, broker-to-broker services, and personal insurance for homeowners. We are part of the Benefact Group, a charity‑owned international financial services group dedicated to charitable giving and inclusive culture. We welcome applications from everyone.
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Insurance Adviser employer: Lloyd & Whyte
Contact Detail:
Lloyd & Whyte Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Adviser
✨Tip Number 1
Get to know the company inside out! Research Lloyd & Whyte and their values, especially their commitment to community and sustainability. This will help you connect your personal values with theirs during interviews.
✨Tip Number 2
Practice your phone skills! Since you'll be building rapport over the phone, try role-playing with a friend or family member. This will boost your confidence and help you nail that client experience they’re after.
✨Tip Number 3
Show off your tenacity! Prepare examples of how you've met or exceeded targets in the past. This will demonstrate your motivation and fit for the sales-driven environment at Lloyd & Whyte.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team and making a difference.
We think you need these skills to ace Insurance Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Insurance Adviser. Highlight any relevant experience and skills that match what we're looking for, like client interaction and sales targets.
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to show us your personality and explain why you’re excited about joining our team. Mention how you can contribute to our mission of exceptional client service.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your application reflects your ability to communicate clearly and effectively. Use examples from past experiences where you've built rapport with clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Lloyd & Whyte
✨Know Your Stuff
Make sure you understand the insurance products and services offered by Lloyd & Whyte. Familiarise yourself with common client queries and how to address them. This will show your potential employer that you're proactive and ready to provide exceptional service.
✨Showcase Your People Skills
Since the role requires building rapport over the phone, practice your communication skills. Think of examples where you've successfully interacted with clients or colleagues. Being personable and approachable is key, so let your personality shine through!
✨Prepare for Scenario Questions
Expect questions about how you'd handle specific client situations, like dealing with complaints or advising on policy gaps. Prepare some scenarios from your past experiences that demonstrate your problem-solving abilities and client-focused approach.
✨Align with Their Values
Lloyd & Whyte values a collaborative and inclusive culture. Research their commitment to charity and sustainability, and be ready to discuss how your personal values align with theirs. This will help you stand out as a candidate who fits well within their team.