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For Companies At a Glance
- Tasks: Provide exceptional insurance advice and service to clients while achieving business targets.
- Company: Lloyd & Whyte, part of Benefact Group, offers diverse insurance services with a charitable ethos.
- Benefits: Enjoy 28 days leave, birthday off, bonus schemes, health benefits, and support for professional qualifications.
- Why this job: Join a purpose-led organisation focused on career growth and community impact in a dynamic industry.
- Qualifications: Experience in UK insurance, CII qualification preferred, and strong communication skills required.
- Other info: Inclusive culture welcoming diverse backgrounds; support available throughout the recruitment process.
The predicted salary is between 25000 - 35000 £ per year.
Join to apply for the Insurance Adviser role at Lloyd & Whyte.
Salary: Starting from £25,000.00 (depending on experience)
Working hours: 35 hours per week
Duration: Permanent
Location: Llanelli
About The Role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Adviser to join our Community Broking team in their Llanelli office. This will be a great career opportunity for an already established Insurance professional looking for their next step within an ever-evolving industry. This role will be client-focused and responsible for providing exceptional service and insurance advice to clients in order to maximise client satisfaction and achieve existing and new business income targets. 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.
- Provide professional support and advice to clients ensuring high levels of service and client satisfaction.
- Answer client queries, deal with renewals and mid-term adjustments in a professional and timely manner.
- Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly.
- Ensure all policy administration is dealt with in a professional and timely manner.
- Focus on timely collection of client money in accordance with company procedures.
- Adhere to all Company, regulatory and compliance guideline requirements.
- Be professional when representing the Company at external events such as conferences and client visits (if required).
- Maintain and develop own technical competence.
- Support colleagues from all areas of the business as required.
Knowledge, skills and experience
- Previous experience working within the UK insurance industry, ideally within personal lines.
- Hold/willing to work towards your CII qualification.
- Confident and capable of building rapport over the telephone to provide an excellent client experience.
- Tenacious and motivated towards meeting and exceeding targets.
- Organised, resourceful, deadline-driven and supportive of the wider team.
- Quality orientated with great attention to detail.
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.
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.
Insurance Adviser - Llanelli employer: Lloyd & Whyte
Contact Detail:
Lloyd & Whyte Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Adviser - Llanelli
✨Tip Number 1
Familiarise yourself with the specific insurance products offered by Lloyd & Whyte. Understanding their niche services will help you demonstrate your knowledge during interviews and show that you're genuinely interested in the role.
✨Tip Number 2
Network with current or former employees of Lloyd & Whyte on platforms like LinkedIn. Engaging with them can provide you with insider insights about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your previous experience in the UK insurance industry, particularly in personal lines. Be ready to share specific examples of how you've achieved targets and provided exceptional client service, as this aligns closely with the job requirements.
✨Tip Number 4
Stay updated on industry trends and regulatory changes in the insurance sector. Being knowledgeable about current events will not only help you in interviews but also demonstrate your commitment to professional development and client satisfaction.
We think you need these skills to ace Insurance Adviser - Llanelli
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the insurance industry, particularly in personal lines. Emphasise any achievements that demonstrate your ability to meet targets and provide excellent client service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the insurance sector and your understanding of Lloyd & Whyte's values. Mention specific skills that align with the job description, such as your ability to build rapport with clients and your attention to detail.
Highlight Relevant Qualifications: If you hold or are working towards your CII qualification, make sure to mention this prominently in your application. This shows your commitment to professional development and aligns with the company's expectations.
Showcase Your Client-Focused Approach: In your application, provide examples of how you've successfully managed client relationships in the past. Highlight instances where you've gone above and beyond to ensure client satisfaction, as this is a key aspect of the role.
How to prepare for a job interview at Lloyd & Whyte
✨Know Your Insurance Basics
Make sure you brush up on your knowledge of the UK insurance industry, especially personal lines. Be prepared to discuss common policies and their benefits, as well as any recent changes in regulations that might affect clients.
✨Demonstrate Client-Focused Mindset
Since the role is client-focused, think of examples from your past experience where you provided exceptional service or resolved client issues effectively. Show how you can build rapport and trust with clients over the phone.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to demonstrate how you would handle specific client situations, such as dealing with renewals or advising on gaps in cover. Practise articulating your thought process clearly.
✨Show Enthusiasm for Continuous Learning
Lloyd & Whyte values professional development, so express your willingness to work towards your CII qualification and any other relevant training. Share any past experiences where you took the initiative to learn new skills or improve your knowledge.
