Job Description

Salary: Starting from 30,000.00 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 Previous experience working within the insurance industry is preferred

About You

Are you a detail orientated, target driven and confident individual looking for that next step within your career? Do you have previous Personal Lines 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 purpose of this role is to provide effective leadership of your team and working in partnership with office leadership, to deliver existing business retention and income targets whilst continuing to fulfil an element of the Insurance Consultant role; ensuring cultural, service and efficiency objectives are achieved in support of the business strategy.

What you'll be doing

Leading a team of Personal lines advisers, helping to achieve conduct and regulatory standards as well as driving the business forward to growth Managing day-to-day workflow processes, resource, and productivity of the team Delivering insurance recommendations to clients at both new business and renewal within FCA and consumer duty guidelines. Identifying under insurance and make recommendations to rectify this for our clients Identifying and making recommendations on how process, systems and procedures can be efficiently implemented and continually improved

What you'll need to have

Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious Inspire people through motivational coaching & training Confidence and capability in communicating, managing relationships and providing an excellent client experience Be experienced in developing client service and improving client advocacy IT literate and analytical
Job Types: Full-time, Permanent

Pay: From 30,000.00 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