Customer Service Adviser

Lloyd & Whyte, part of Benefact Group, is hiring a Customer Service Adviser for the Affinity GI team in Taunton.

As a Customer Service Adviser you will provide exceptional service and advice to clients, maintain retention, and achieve income targets.

Responsibilities

• Ensure all policy administration is dealt with in a professional and timely manner.
• Provide professional support and advice to clients throughout the life cycle of the policy.
• Underwrite scheme policies within underwriting authority level and referral guidelines.
• Provide a proactive and responsive renewal service, retaining clients at renewal while promoting key selling features and liaising with insurers.
• Proactively maximise all business opportunities, generate leads, advise clients of potential coverage gaps and promote insurance reviews.
• Maintain high standards of quality, attention to detail, compliance and client focus.
• Work in a regulated, compliant and client‑focused environment and support the wider team.
• Demonstrate values of fun, supportive, professional, partnership, ambition, confidence and build rapport over the telephone to deliver an excellent client experience.

Qualifications

• Chartered Insurance Institute certificate in Insurance.
• Previous insurance experience.
• Previous customer service experience.
• Confident, motivated, target‑driven individual with excellent communication skills.

Benefits

• 28 days annual leave plus bank holidays.
• Birthday off.
• Group personal pension.
• Bonus scheme.
• Holiday buy scheme.
• 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.

EEO Statement

We welcome applications from everyone.

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