Job Description

Salary: Starting from 29,000.00 per year (Depending on Experience & Qualifications)

Benefits Package:

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 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 Employee wellness programmes Cycle to Work Scheme Company Events Casual Dress Refer a friend scheme Paid time off for volunteering Wellness programme

Qualifications & Experience:

Chartered Insurance Institute Certificate in Insurance or equivalent qualification Extensive proven experience within

Commercial insurance

About You

Are you a detail orientated, target driven and confident individual looking for that next step within your career? Do you have previous commercial insurance experience? Enjoy interacting with clients, communicating effectively in order to exceed their service expectations, maximise all relevant business opportunities, all whilst ensuring that all corresponding paperwork is correct and up to date? We may have just the right role for you.

About Us

Our growing Community Broking, St. Clears based team are proud to be one of the leading insurance brokers in South West Wales.

At Lloyd & Whyte, our business is centred around five core values - Fun, Supportive, Professional, Partnerships and Ambitious. Join a collaborative and inclusive culture that's committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group -- where all profits go to charity and good causes.

The ideal candidate will have proven experience in providing exceptional service and advice to clients in order to maximise client satisfaction in order to achieve existing and new business income targets in support of the business strategy.

This role can be hybrid based with the expectation of 2-3 days minimum attendance in the St. Clears office.

What you'll be doing

Providing professional support and advice to clients ensuring high levels of service and client satisfaction Answering client queries, deal with renewals and mid term adjustments in a professional and timely manner Dealing with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested. Ensuring all policy administration is dealt with in a professional and timely manner Focusing on timely collection of client money in accordance company procedures Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly

What you'll need to have

Confidence and capability of building rapport over the telephone to provide an excellent client experience Ability to provide holistic advice based reviews and recommendations to clients Tenacious and motivated towards meeting and exceeding sales targets Organised, resourceful, deadline driven and supportive of the wider team Ability to work in a regulated, compliant and client focused environment
Job Types: Full-time, Permanent

Pay: From 29,000.00 per year

Benefits:

Bereavement leave Casual dress Company events Company pension Cycle to work scheme Enhanced maternity leave Enhanced paternity leave Health & wellbeing programme Life insurance Paid volunteer time Sick pay
Application question(s):

Are you able to reliably commute to St. Clears, Carmarthenshire, SA33 4DQ?
Work Location: In person