Job Description

Salary:

Starting from 23,000.00 (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 a

Trainee Insurance Adviser

to join our

Community Broking

team in their

Llanelli

office.


This will be a perfect career opportunity for a keen and motivated individual to take their first steps into the

insurance industry

.


This role will be

client focused

and responsible for providing

exceptional service

and

insurance

advice

to clients in order to maximise client satisfaction in order to achieve existing and new

business income targets;

the perfect challenge for someone wishing to

kick start their insurance career.

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 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 in an office/ administration based role (preferred) 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.



Directory of Social Change's UK Guides to Company Giving 2017-26