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- Tasks: Provide expert insurance advice to clients and support team performance.
- Company: Join Benefact Group, a charity-owned financial services leader with a culture of kindness.
- Benefits: Enjoy 28 days annual leave, your birthday off, and health benefits.
- Why this job: Be part of an inclusive team focused on personal growth and social impact.
- Qualifications: Experience in the UK Insurance Market and willingness to pursue further qualifications.
- Other info: Hybrid working available; must commute to Taunton office 4+ times a week.
The predicted salary is between 28000 - 40000 £ per year.
Location: Somerset, United Kingdom
Job Category: Consulting - EU work permit required: Yes
Job Reference: 2d17e40903b7
Posted: 05.05.2025
Expiry Date: 19.06.2025
Salary: Up to £40,000.00 OTE (depending on experience)
Working hours: 35 hours per week
Duration: Permanent
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Insurance Consultant to join our AGI Commercial Operations team in their Taunton office. The ideal candidate will be a seasoned insurance professional looking for their next career move. Within this role, you will ultimately be responsible for supporting our General Insurance division by providing expert insurance advice to our clients via phone and email, all to maintain high retention levels and achieve income targets in support of the business strategy. 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
- Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards
- 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
- Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first, with consistent delivery of the right customer outcomes
- Support colleagues in their professional development, including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels
- Organise and monitor daily workflow & productivity for the team as required
- Promote, develop and enable our values and culture within the team
- Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets
- Assist with competency sign off and complete call and file assessments as required
- Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required
- Provide support and direction to the team’s Complaints Champion and ensure all complaints handling requirements are met
- Attend association events as required, representing the company in a professional manner
- Maintain own technical competence with an in-depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work.
Knowledge, skills and experience
- Demonstrable knowledge & experience within the UK Insurance Market
- Ability to commute on a hybrid basis to our Taunton office (4+ times per week)
- Chartered Institute Certificate in Insurance (Cert CII)
- Willing to work towards your Diploma in insurance (with subsidised study support)
What we offer
- 28 days annual leave plus bank holidays
- Your birthday off
- 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.
Commercial Insurance Consultant employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Insurance Consultant
✨Tip Number 1
Familiarise yourself with the latest trends in the UK insurance market. Being knowledgeable about current events and changes in regulations will not only help you in interviews but also demonstrate your commitment to the industry.
✨Tip Number 2
Network with professionals in the insurance sector, especially those who work at Lloyd & Whyte or similar companies. Attend industry events or join relevant online forums to make connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss your experience in customer service and how you've successfully retained clients in previous roles. Highlight specific examples where you exceeded targets or improved client satisfaction.
✨Tip Number 4
Show enthusiasm for continuous learning and professional development. Mention any relevant qualifications you have or are pursuing, such as the Chartered Institute Certificate in Insurance, to demonstrate your commitment to growth in the field.
We think you need these skills to ace Commercial Insurance Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the UK Insurance Market. Focus on your achievements and how they align with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific examples of how you have supported teams in achieving targets and delivering excellent customer service.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you hold a Chartered Institute Certificate in Insurance (Cert CII) or are working towards your Diploma in insurance. This will demonstrate your commitment to professional development.
Showcase Soft Skills: Emphasise your ability to motivate and support colleagues, as well as your skills in communication and problem-solving. These are crucial for maintaining high retention levels and achieving income targets.
How to prepare for a job interview at TN United Kingdom
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of the UK insurance market. Be prepared to discuss recent trends, regulations, and how they impact clients. This will show that you're not just experienced but also current in your field.
✨Demonstrate Customer-Centric Thinking
Since the role emphasises treating customers fairly, think of examples where you've gone above and beyond for clients. Be ready to explain how you ensure high retention levels and achieve income targets while keeping customer satisfaction at the forefront.
✨Showcase Team Leadership Skills
As you'll be supporting and coaching your team, prepare to discuss your leadership style. Share specific instances where you've motivated a team or improved workflow, highlighting your ability to foster a positive work environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities within the organisation. This not only shows your interest in the role but also helps you gauge if it's the right fit for you.
