Insurance Adviser

Insurance Adviser

We are looking for an Insurance Adviser to join Community Broking in our Llanelli office. Competitive salary, excellent benefits and hybrid working.

Salary: Starting from £30,000.00 (depending on experience)

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Llanelli

Lloyd & Whyte
, who are proudly part of Benefact Group
, are looking for a Insurance Adviser to join our Community Broking team in their Llanelli office.

As an Insurance Adviser you will provide exceptional service and advice to clients in order to maximise client satisfaction, achieving new business and related product income targets, maintaining the highest retention levels in support of the overall business strategy and handling mid-term adjustments, queries and claims in a timely professional and accurate manner.

• Deliver excellent client service by providing professional advice, resolving queries, and managing renewals and policy adjustments promptly.

• Proactively support clients through regular insurance reviews, identifying coverage gaps, and recommending suitable products and solutions.

• Manage new business quotations, policy administration, and Account Executive support efficiently while meeting agreed timescales and performance targets.

• Ensure timely collection of client payments and maintain full compliance with company, regulatory, and industry requirements.

• Represent the company professionally, collaborate with colleagues across the business, and continually develop technical knowledge and expertise.

• Demonstrates company values of being fun, supportive, professional, ambitious, and working in partnership with others.

• Builds strong client relationships and delivers an excellent customer experience through confident and effective communication.

• Provides comprehensive, advice-led reviews and recommendations tailored to client needs.

• Driven to achieve and exceed sales targets while working within a regulated, compliant, and client-focused environment.

• Highly organised, detail-oriented, IT literate, and able to manage deadlines while supporting the wider team.

• Chartered Insurance Institute Certificate in Insurance (or willing to work towards)

• 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

"We’re a warm, welcoming team who pride ourselves on delivering outstanding service to our clients. We’re looking for someone personable and approachable, who genuinely enjoys building relationships and thrives in a supportive, client‑focused environment." /p>

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.

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

• Company:
  Lloyd & Whyte
• Role:
  Broking and Advisory
• Locations:
  Llanelli
• Remote status:
  Hybrid
• Employment type:
  
  Permanent - Full Time