Trainee Insurance Adviser - Llanelli

TN United Kingdom; Llanelli; On-site; GBP 23,000 - 28,000; Full time

Job description

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Client:

Ecclesiastical Insurance Group

Location:

Job Category:

Other

EU work permit required:

Yes

Job Reference:

7d14108e0366

Job Views:

3

Posted:

18.04.2025

Expiry Date:

02.06.2025

Job Description:

Salary: Starting from £23,000.00 (depending on experience)

Working hours: 35 hours per week

Duration: Permanent

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
• 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.