Personal Lines Team Leader at Benefact Group

Carmarthen, Wales, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

15 Apr, 26

Salary

30000.0

Posted On

15 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Coaching, Communication, Client Experience, Client Service, Analytical Skills, Regulatory Standards, Insurance Knowledge, Team Management, Process Improvement

Industry

Financial Services

Description

Salary: Circa £30,000.00 Working hours: 35 hours per week Duration: Permanent Location: St Clears About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Personal Lines Team Leader to join our Community Broking team in their St Clears office. The purpose of this role is to provide effective leadership of your team and working in partnership with office leadership, to deliver existing business retention and income targets whilst continuing to fulfil an element of the Insurance Consultant role; ensuring cultural, service and efficiency objectives are achieved 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 Leading a team of Personal lines advisers, helping to achieve conduct and regulatory standards as well as driving the business forward to growth Managing day-to-day workflow processes, resource, and productivity of the team Delivering insurance recommendations to clients at both new business and renewal within FCA and consumer duty guidelines. Identifying under insurance and make recommendations to rectify this for our clients Identifying and making recommendations on how process, systems and procedures can be efficiently implemented and continually improved What you'll need to have Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious Inspire people through motivational coaching & training Confidence and capability in communicating, managing relationships and providing an excellent client experience Be experienced in developing client service and improving client advocacy IT literate and analytical What makes you stand out Chartered Insurance Institute Certificate in Insurance or equivalent qualification 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 “Lloyd & Whyte Community broking is focused on bringing insurance back to the community! Focusing on delivering excellent client service and solving client’s cover and claims issues." 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 Personal Lines Team Leader will lead a team of advisers to achieve business retention and income targets while fulfilling some Insurance Consultant duties. Responsibilities include managing workflow processes and delivering insurance recommendations to clients.