Salary: Up to £35k OTE (depending on experience)
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Taunton
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Commercial Insurance Adviser to join our Affinity GI team in their Taunton office.
As a Commercial Insurance Adviser, you will 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.
Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes.
Achieve individual objectives and key performance indicators as set and agreed
Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets
Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required
Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards
Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
Previous insurance experience
Confidence and capability 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
Chartered Insurance Institute Certificate in Insurance
Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
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
"We're seeking an experienced insurance professional to join our Commercial Operations team as a Commercial Insurance Adviser. The ideal candidate would be personable, approachable, and confident - someone who enjoys building relationships and being part of a supportive, client-focused environment."
Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.
Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.
We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.
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.
- Directory of Social Change’s UK Guides to Company Giving 2017-26
