Salary: Starting from £38,000.00 (depending on experience)
Working hours: 35 hours per week
Duration: Permanent
Location: Taunton
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Private Medical Insurance specialist to join our growing team in their Taunton office, albeit the candidate can be hybrid based.
As a Private Medical Insurance specialist, you will be responsible for being a focal point for PMI within the Lloyd & Whyte Group with accountability for finding new opportunities, hitting hew business targets and broking Corporate and SME clients policies. As part of the Insurance Consultant role you will be expected to deliver cultural, service and compliance objectives in support of the overall 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 top 50 Best Large Companies to Work For in 2024, 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
- Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
- Develop and maintain strong propositions for relevant Individual/Private, SME and Corporate clients
- Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed
- Be accountable in the delivery of relevant lead generation targets ensuring focus on growth aims and objectives . Work with client liaison to build pipeline of activity away from own self generation.
- Quote & remarket Private Medical Insurance within the FCA guidelines and targets
What you'll need to have
- Confident and capable in communicating, managing relationships and building rapport with clients to provide an excellent client experience
- Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
- Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes
- Ability to deliver projects effectively with strong stakeholder engagement
- Resourceful, organised and deadline driven with good time management and self-motivation
What makes you stand out
- Chartered Insurance Institute Certificate in Insurance
- Preferably working towards Chartered Insurance Institute Diploma in Insurance.
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
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