Insurance Adviser at Benefact Group

Llanelli, Wales, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

22 Jun, 26

Salary

24000.0

Posted On

24 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Client Advice, Meeting Targets, Query Resolution, Renewals Management, Mid Term Adjustments, New Business Quotations, Policy Administration, Money Collection, Proactive Selling, Rapport Building, Holistic Advice, Sales Target Achievement, Organization, Deadline Driven, Compliance

Industry

Financial Services

Description

Salary: Starting from £24,000.00 (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 an Insurance Adviser to join Community Broking in their Llanelli office. Within this role you will need to provide exceptional service and advice to clients in order to maximise client satisfaction in order to achieve existing and new business income targets in support of the business strategy. Why join us? Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes. What you'll be doing Providing professional support and advice to clients ensuring high levels of service and client satisfaction Answering client queries, deal with renewals and mid term adjustments in a professional and timely manner Dealing with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested. Ensuring all policy administration is dealt with in a professional and timely manner Focusing on timely collection of client money in accordance company procedures Be proactive - making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly What you'll need to have Confidence and capability 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 Organised, resourceful, deadline driven and supportive of the wider team Ability to work in a regulated, compliant and client focused environment What makes you stand out Chartered Insurance Institute Certificate in Insurance (hold or willing to work towards) Previous experience within the insurance industry 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 Hear from the hiring manager "We’re a warm, welcoming team who pride ourselves on delivering outstanding service to our clients. We're looking for someone personable, approachable, and confident in face-to-face interactions — someone who enjoys building relationships and being part of a supportive, client-focused environment." 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

Responsibilities

The role involves providing professional support and advice to clients to ensure high service levels and satisfaction, while also handling client queries, renewals, and mid-term adjustments promptly. Duties include dealing with new business quotations and ensuring timely policy administration and client money collection.