Client service adviser - united kingdom, taunton, somerset

salary:

gbp20,000 - gbp25,000 per annum, plus benefits (d.o.e.)

benefits

cashplan for healthcare treatment, free of charge

income protection insurance scheme

death in service benefit (x2 times your annual salary)

a paid day off for your birthday

25 days holiday (pro-rated) plus bank holidays

support & funding for study towards your professional qualification

charitable donation through payroll

cycle to work scheme

social committee - fun events throughout the year and fundraising activities

group personal pension scheme

favourable rates on your personal insurances when arranged through lloyd & whyte ltd

cash-back for adviser charging paid for all financial services products arranged through lloyd & whyte (financial services) ltd _with the exception of mortgages and the group personal pension_

about you:

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

hold/willing to work towards 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: gbp20,000.00-gbp25,000.00 per year

additional pay:

bonus scheme

schedule:

monday to friday

application question(s):

are you confident in communicating with clients via telephone on a daily basis?

experience:

customer service: 1 year (required)

licence/certification:

gcse maths & english at grade c or above/equivalent (required)

cert cii qualification (hold/willing to work towards) (preferred)

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