Salary: Starting from £21,000 (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.

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

• Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
• 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
• Organised, resourceful, deadline driven and supportive of the wider team
• Quality orientated with great attention to detail
• IT Literate

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.