Operations Team Leader

Lloyd & Whyte, part of Benefact Group, is seeking an Operations Team Leader for its Community Broking team in Taunton. The blends leadership, partnership with stakeholders, and retention and income targets while also supporting an Insurance Consultant element.

Responsibilities

• Managing and developing individual and team performance by identifying training needs, implementing coaching, and creating development plans in partnership with Learning & Development.
• Operating within an agreed resource budget, prioritising and allocating resources effectively, and recruiting suitable people in accordance with current employment legislation.
• Maintaining technical competence with in-depth knowledge of all relevant products, market trends, and underwriting guidelines to assist referrals and handle a variety of complex work.
• Supporting, motivating, and communicating relevant information to the team effectively, ensuring a strong service and retention focused culture.
• Providing professional support and advice to customers through review, ensuring high levels of service, meeting clients’ needs, exceeding expectations, and maximising cross‑sell opportunities at all times.

Qualifications

• Chartered Insurance Institute Certificate in Insurance or equivalent qualification.
• Dependable leader with an understanding of performance management and the ability to encourage and work in a trusted environment.
• Confident and capable in communicating, managing relationships and providing an excellent client experience.
• Proficient in creating a results‑driven team, focusing both in the short and long term while empowering individuals to focus on their goals.
• Resourceful, organised and deadline driven with good time management and self‑motivation.

What makes you stand out

• Chartered Insurance Institute Diploma in Insurance (preferred) or equivalent.

“Lloyd & Whyte Community broking is focused on bringing insurance back to the community! If you\’re seeking an opportunity to lead a successful team whilst further developing your leadership skills and understanding of insurance, we\’d love to hear from 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 welcome applications from everyone.

Benefits

• 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