Insurance Agent - Llanelli, United Kingdom - Lloyd & Whyte Limited

Tom O´Connor

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Tom O´Connor

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Description

Salary:
Starting from £19, £22, D.O.E.)


Benefits Package:


  • 25 Days holiday + paid day off on your birthday
  • Company Pension
  • Cash plan benefit to assist with medical and wellbeing costs
  • Annual charitable donation to chosen charity
  • Professional Qualifications (Study required)
  • Employee wellness programmes
  • Store discounts
  • Cycle to Work Scheme
  • Company Events
  • Refer a friend scheme
  • Paid time off for volunteering

Qualifications & Experience:


  • GCSE Maths & English at Grade C/Level 4 or above
  • Previous experience working within a sales/customer service based role is preferred

About You


Are you a detail orientated, client focused individual 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? Within this role, you will be responsible for supporting our Personal Lines to deliver high levels of service to clients & partners, whilst ensuring that all related administration is kept up to date.


About Us


Established in 1978 and founded by Nigel Davies and David Craddock, Davies Craddock, are proud to be one of the leading insurance brokers in South West Wales, specialising in both Personal Lines & Business Insurance for 40+ years.


Davies Craddock are now part of the Lloyd & Whyte Group, a family of businesses which provides insurance and financial services to specialist markets.

At Lloyd & Whyte, our business is centred around five core values - Fun, Supportive, Professional, Partnerships and Ambitious.

By ensuring that these values are at the heart of everything we do, we're able to build a business that remains focused on delivering what we say we will to our clients, colleagues and business partners.


Key Responsibilities will include:


  • 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

Job Types:
Full-time, Permanent


Salary:
£19,000.00-£22,000.00 per year


Benefits:


  • Company events
  • Company pension
  • Cycle to work scheme
  • Referral programme
  • Wellness programme

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Yearly bonus

Ability to commute/relocate:

  • Llanelli, SA15 1UH: reliably commute or plan to relocate before starting work (required)

Application question(s):

  • Do you hold your Chartered Insurance Institute Certificate in Insurance or are you willing to work towards this qualification if successful?

Licence/Certification:

  • GCSE Maths & English at Grade C/Level 4 or above
(required)


Work authorisation:

  • United Kingdom (required)

Work Location:
One location

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