Insurance Consultant in Llanelli

Salary:  Starting from £31,000

Working hours:  35 hours per week

Duration:  Permanent

Location: Llanelli

Lloyd & Whyte , who are proudly part of Benefact Group , are looking for an Insurance Consultant to join their Community Broking  team in their Llanelli  office.

Joining our rapidly expanding andinnovative Group presents a fantastic opportunity to develop your career andbecome an integral part of an inclusive, purpose-led organisation.

• Achieve individual objectives and key performance indicators as set and agreed
• Be an expert in providing holistic insurance reviews for clients, identifying and promoting related insurance products working with both new and existing business clients
• Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
• Maintain a comprehensive diary system and activity log to manage day to day work
• Manage client relationships when allocated as and when required by the business
• Visit/arrange video meetings with clients when required
• Attend exhibitions in a professional manner when required by the business
• Identify and share market information and trends to your line manager
• Work with your and other teams as required to maximise new and existing client opportunities
• 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
• Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first, with consistent delivery of the right customer outcomes
• Support colleagues in their professional development , including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels
• Support your line manager with the organisation and monitoring of daily workflow & productivity for the team as required

• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
• Inspire people through motivational coaching and training

• 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

We are a unique financial services organisation, owned by a registered charity, Benefact Trust. We are a financially secure, professional and award-winning organisation. We pride ourselves in donating a significant proportion of our profits to good causes. To find out more about us and our fantastic achievements please visit 

We think that people are looking for something worthwhile in a company beyond the workplace. Our employees are encouraged to take at least half a day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.

Our people know how to work hard but also how to enjoy themselves! We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.

At Benefact Group, we are committed to creating aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone.

If you need any additional support during therecruitment process, then please let us know.