Insurance Consultant - Exeter, United Kingdom - Lloyd & Whyte Limited

Lloyd & Whyte Limited

Verified Company

Exeter, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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Please note that whilst hybrid/remote working is available, presence will be expected within our Totnes office (TQ9 5JA) at least 2-3 times per month.

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Salary:
Up to £30,000.00 per annum _(Depending on Experience and Qualification Status_)

Qualifications & Experience:

Previous experience working within the insurance industry
GCSE Maths & English at Grade C/Level 4 or above
Chartered Insurance Institute Certificate in Insurance

BENEFITS

28 Days holiday + UK Bank Holidays
Paid day off on your birthday
Enhanced Parental Leave _Maternity pay (after 2 years' service) = 13 weeks full pay and 13 weeks 1⁄2 pay with / Paternity (after 2 years' service) = 4 weeks full pay_
Company Pension Plan
Income Protection Insurance Scheme
Death in Service Benefit (x2 times your annual salary)
Cash plan benefit to assist with medical and wellbeing costs
Annual charitable donation to chosen charity
Support & funding for study towards your professional qualification
Free on site parking
Work from home (Once competent and agreed with line manager)
Employee wellness programmes
Cycle to Work Scheme
Company Events
Casual Dress
Refer a friend scheme
Paid time off for volunteering

About You:

Ambitious, driven, confident, capable, dedicated, focused, these words describe you? Are you an experienced Insurance professional looking for a new role where your contribution will help to build on the success of an already dynamic team? Does delivering excellent levels of client service and putting clients first every single day come naturally to you? If so, you might be just the person we're looking for

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.

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
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