Address
Form of work
Salary Salary:
Up to £26,500 per annum, (D.O.E. & Qualification status) plus benefits and bonus package.
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 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:
Are you a detail orientated individual with previous admin experience looking for a new challenge? Do you thrive in a diverse and fast paced environment, enjoy speaking to clients and always striving to go above and beyond?
By joining our team at Lloyd & Whyte, you will be responsible for supporting our Taunton based Operations team by providing exceptional administrative support, delivering high levels of service to brokers and customers. Our team work with various lines of insurance, specialising in High Net Worth and Specialist Risk.
We are looking for someone who is:
Confident and capable of building rapport over the telephone to provide an excellent client experience
Has the ability to work in a regulated, compliant and client focused environment
Organised, resourceful, deadline driven and supportive of wider team
Quality orientated with great attention to detail and strong administrative skills
Willing to work towards their Cert CII Qualification
About the Role / Key Responsibilities:
Achieve individual objectives and key performance indicators as set and agreed.
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
Invite renewals
Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction.
Ensure all policy administration is dealt with in a professional and timely manner
Underwrite scheme policies within underwriting authority level and referral guides
Be proactive and maximize 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
Check, process and issue new policies
Adhere to all Company, regulatory and compliance guideline requirements
Maintain own technical competence
Support colleagues from all areas of the business as required.
About Us
Lloyd & Whyte is a group of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us.
We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought.
Job Types: Full-time, Permanent
Salary: Up to £26,500.00 per year
Schedule:
Monday to Friday
Supplemental pay types:
Bonus scheme
Application question(s):
Are you confident in communicating with clients via telephone on a daily basis?
Experience:
Insurance: 1 year (required)
Licence/Certification:
GCSE Maths & English at Grade C or above/Equivalent (required)
Cert CII qualification (hold/willing to work towards) (preferred)
Work Location: In person
Up to £26,500 per annum, (D.O.E. & Qualification status) plus benefits and bonus package.
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 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:
Are you a detail orientated individual with previous admin experience looking for a new challenge? Do you thrive in a diverse and fast paced environment, enjoy speaking to clients and always striving to go above and beyond?
By joining our team at Lloyd & Whyte, you will be responsible for supporting our Taunton based Operations team by providing exceptional administrative support, delivering high levels of service to brokers and customers. Our team work with various lines of insurance, specialising in High Net Worth and Specialist Risk.
We are looking for someone who is:
Confident and capable of building rapport over the telephone to provide an excellent client experience
Has the ability to work in a regulated, compliant and client focused environment
Organised, resourceful, deadline driven and supportive of wider team
Quality orientated with great attention to detail and strong administrative skills
Willing to work towards their Cert CII Qualification
About the Role / Key Responsibilities:
Achieve individual objectives and key performance indicators as set and agreed.
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
Invite renewals
Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction.
Ensure all policy administration is dealt with in a professional and timely manner
Underwrite scheme policies within underwriting authority level and referral guides
Be proactive and maximize 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
Check, process and issue new policies
Adhere to all Company, regulatory and compliance guideline requirements
Maintain own technical competence
Support colleagues from all areas of the business as required.
About Us
Lloyd & Whyte is a group of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us.
We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought.
Job Types: Full-time, Permanent
Salary: Up to £26,500.00 per year
Schedule:
Monday to Friday
Supplemental pay types:
Bonus scheme
Application question(s):
Are you confident in communicating with clients via telephone on a daily basis?
Experience:
Insurance: 1 year (required)
Licence/Certification:
GCSE Maths & English at Grade C or above/Equivalent (required)
Cert CII qualification (hold/willing to work towards) (preferred)
Work Location: In person
