Insurance Adviser/Senior Insurance Adviser
Lloyd and Whyte are looking for a client focused Insurance Adviser to join their growing team at Naturesave Insurance...
Salary: Up to £30,000.00 (depending on experience)
Working hours: 35 hours per week
Duration: Permanent
Location: Totnes
Please note that whilst hybrid/remote working is available upon successful completion of probation, office presence will be expected within our Totnes office, TQ9 5JA on a regular basis/as per the business needs.
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an experienced Insurance Adviser to join our Naturesave team in their Totnes office.
This role will see you dealing with both renewals and new buisness, so would be the perfect next step for a driven insurance professional looking for a new challenge, where your contribution will help to build on the success of an already dynamic team.
Naturesave Insurance is the UK’s leading green and ethical insurance provider whose activities fund an environmental charity, The Naturesave Trust – solely funded by donating 10% of annual premiums from all our personal insurance policies.
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
- Deal with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested
- 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
- Proven experience of the UK Insurance Industry
- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Ability to provide holistic advice based reviews and recommendations to clients
- Tenacious and motivated towards meeting and exceeding sales targets
- Ability to work in a regulated, compliant and client focused environment
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
About us
We are a unique financial services organisation, owned by a registered charity, Benefact Trust. We are a financially secure, professional and award-winning organisation. We pride ourselves in donating a significant proportion of our profits to good causes. To find out more about us and our fantastic achievements please visit https://benefactgroup.com/
Committed to making a difference
We think that people are looking for something worthwhile in a company beyond the workplace. Our employees are encouraged to take at least half a day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.
Our people know how to work hard but also how to enjoy themselves! We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.
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.
- Company
- Lloyd and Whyte
- Locations
- Totnes
- Remote status
- Hybrid Remote
- Employment type
- Permanent - Full Time
Insurance Adviser/Senior Insurance Adviser
Lloyd and Whyte are looking for a client focused Insurance Adviser to join their growing team at Naturesave Insurance...
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