Job Description

Salary: Starting from 25,000.00 (depending on experience)
Working hours: 35 hours per week
Duration: Permanent
Location: Bromsgrove
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Client Service Adviser to join our PPS GI team in their Bromsgrove office.
This role is a great opportunity for a candidate looking to provide exceptional service and advice to clients in order to maximise client satisfaction, maintain high retention levels and achieve income targets in support of the business strategy.
This role will be hybrid, with the expectation to travel to our Bromsgrove office for the majority during probation, with 1-2 days a week thereafter.
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

• Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction.
• Provide a proactive and responsive renewal service using best endeavours to retain clients at renewal through promotion of key selling features and effective liaison with insurers.
• Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible.
• Underwrite scheme policies within underwriting authority level & referral guidelines
• Invite renewals

What you'll need to have

• Confident and capable of building rapport over the telephone to provide an excellent client experience.
• Ability to work in a regulated, compliant and client focussed environment.
• Organised, resourceful, deadline driven and supportive of the wider team.

What makes you stand out

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

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

Hear from the hiring manager
"We're a warm, welcoming team who pride ourselves on delivering outstanding service to our clients. We are a passionate team specialising in Veterinary insurance looking for someone who is just as much an animal lover as we are!"
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

Skills Required