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Insurance Adviser
Benefact GroupInsurance Adviser supporting Llanelli clients with quotes, renewals, policy administration, and holistic coverage advice. Lloyd & Whyte provides specialist insurance services within Benefact Group.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing professional client support and advice, ensuring high levels of service and satisfaction while effectively managing insurance policy administration and client communications. Capable of delivering holistic advice and meeting sales targets in a regulated environment.
Highest-signal resume keywords
Client Relationship ManagementHolistic Insurance AdviceSales Target AchievementPolicy AdministrationRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
ConfidenceMotivationOrganizational SkillsResourcefulnessTeam Support
Industry Keywords
Insurance IndustryClient SatisfactionPolicy RenewalsMid-Term AdjustmentsQuotationsInsurance ReviewsClient QueriesAlternative ProductsGaps in CoverBusiness Strategy
About the role
Key responsibilities & impact- Provide professional support and advice to clients
- Ensure high levels of service and client satisfaction
- Answer client queries
- Deal with renewals and mid-term adjustments
- Handle new business quotations and/or presentations to market on behalf of Account Executives
- Ensure policy administration is completed professionally and promptly
- Collect client money according to company procedures
- Make clients aware of alternative products
- Advise clients of potential gaps in cover
- Provide effective insurance reviews regularly
- Support existing and new business income targets and business strategy
Requirements
What you’ll need- Confidence and capability of building rapport over the telephone to provide an excellent client experience
- Ability to provide holistic advice based reviews and recommendations to clients
- Tenacious and motivated towards meeting and exceeding sales targets
- Organised, resourceful, deadline driven and supportive of the wider team
- Ability to work in a regulated, compliant and client focused environment
- Previous experience within the insurance industry preferred but not essential
Benefits
Comp & perks- 28 days annual leave plus bank holidays
- Your birthday off
- Group Personal Pension
- Bonus scheme
- A holiday buy scheme
- Health and wellbeing benefits
- Company cash plan
- Income protection
- Life assurance
- Enhanced sick pay and parental leave
- Support and funding toward study and professional qualifications
- Paid time off for volunteering
- Hybrid working
- Career and personal development opportunities