Benefact Group

Insurance Consultant

Benefact Group

full-time

Posted on:

Location Type: Hybrid

Location: Taunton • United Kingdom

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Salary

💰 £30,000 per year

About the role

  • 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
  • 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
  • Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines
  • Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible

Requirements

  • 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
  • Hold or willing to work towards Chartered Insurance Institute Certificate in Insurance
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
client satisfactionteam supportcoachingrapport buildingorganisedresourcefuldeadline drivenpro-activecreativeeffective
Certifications
Chartered Insurance Institute Certificate in Insurance