Client Service Adviser

Job title:

Client Service Adviser

Company

Benefact Group

Job description

Salary: Up to £26,500Working hours: 35 hours per weekDuration: PermanentLocation: TauntonAbout the roleLloyd & Whyte, who are proudly part of Benefact Group, are looking for a Client Service Adviser to join our Thatch Operations team in their Taunton office.Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.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 & referral guidelines
• Be proactive and maximise 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

Knowledge, skills and experience

• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Understanding of the insurance industry
• Quality orientated with great attention to detail
• Chartered Insurance Institute Certificate in Insurance (or willing to work towards)

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

About usWe 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 visitCommitted to making a differenceWe 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 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.

Expected salary

£26500 per year

Location

Taunton, Somerset

Job date

Fri, 31 May 2024 02:54:49 GMT

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