Insurance Adviser - Totnes, United Kingdom - Lloyd & Whyte Limited

Lloyd & Whyte Limited

Verified Company

Totnes, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Salary:
£20, £25,000.00 per annum _(Depending on Experience and Qualification Status_)

Qualifications:

GCSE Maths & English at Grade C/Level 4 or above
Hold/Willing to work towards Chartered Insurance Institute Certificate in Insurance

BENEFITS
~ Cashplan for healthcare treatment, free of charge
~ Income Protection Insurance Scheme
~ Death in Service Benefit (x2 times your annual salary)
~ A paid day off for your birthday
~ 25 days holiday (pro-rated) plus bank holidays
~ Support & funding for study towards your professional qualification
~ Charitable Donation through payroll
~ Cycle to work scheme
~ Social Committee - Fun events throughout the year and fundraising activities
~ Group Personal Pension Scheme
~ Favourable rates on your personal insurances when arranged through Lloyd & Whyte Ltd
~ Cash-back for Adviser Charging paid for all Financial Services products arranged through Lloyd & Whyte (Financial Services) Ltd _with the exception of mortgages and the Group Personal Pension_

About You:

Are you a detail orientated individual with previous admin experience looking for a new challenge? Do you thrive in a diverse and fast paced environment, enjoy speaking to clients and always striving to go above and beyond?

About Us

Naturesave Insurance, now officially part of the Lloyd & Whyte Group, is the UK's leading green and ethical insurance provider whose activities fund an environmental charity, The Naturesave Trust - solely funded by donating 10% of annual premiums from all our personal insurance policies.

Established in 1993 to offer ethical personal and commercial insurance, today we insure some of the UK's greenest homes, organisations and individuals.

We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought.

As an award-winning company, professionalism and qualifications are integral to our company culture.

We believe it's vital that everyone within the business feels valued and has the right tools to do the job.

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
Deal with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested
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