Insurance Consultant

Salary: Starting from £30,000.00 (depending on experience)

Working hours: 35 per week, Monday to Friday

Duration: Permanent

Location: Taunton

About The Role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Insurance Consultant to join our PPS GI team in our Taunton office.

As an Insurance Consultant you will provide exceptional service and advice to clients in order to maximize client satisfaction, maintain high retention levels and achieve income targets in support of the overall business strategy. This role will be supporting our PPS GI as well as Affinity GI when required.

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 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.

What you'll be doing

• Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards
• Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed
• Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
• Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets
• Fulfil the responsibilities of a Senior Client Service Adviser
  
  

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 focused environment
• Organised, resourceful, deadline driven and supportive of the wider team
• Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes
• Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
  
  

What makes you stand out

• Hold or willing to work towards Chartered Insurance Institute Certificate in Insurance
  
  

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