Insurance adviser Work, Jobs in Taunton (with Salaries)

Commercial Insurance Adviser
Benefact Group —Taunton
- Up to £35,000 a year
- Full-time
- Hybrid work
- Annual leave
- Sick pay
Quick apply
19h
Financial Services/IFA Administrator
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £32,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
14d
Paraplanner/IFA Report Writer
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £40,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
14d
Insurance Consultant
Benefact Group —Taunton
- From £30,000 a year
- Monday to Friday
- Annual leave
- Sick pay
Senior Clinical Case Manager
WPA (Western Provident Association) —Taunton
- From £31,930 a year
- Full-time
- Doctoral degree
- Case management
- In-person
- Free parking
- Store discount
Quick apply
Financial Adviser/Financial Planner
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £50,000 - £70,000 a year
- Full-time
- Business development
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
14d
Customer Service Adviser
Benefact Group —Taunton
- From £25,000 a year
- Full-time
- Remote
- Annual leave
- Sick pay
In-house Legal Counsel
WPA (Western Provident Association) —Taunton
- Full-time
- Hybrid work
- Analysis skills
- Contracts
- Financial services
- Store discount
- Health & wellbeing programme
Quick apply
Financial Services Trainee - Career Development Plan
BoulterBowen WealthCare —Exeter
- £26,000 - £28,000 a year
- Full-time
- Salesforce
- Organisational skills
- Financial services
- Life insurance
Quick apply
1d
Paralegal
Stephens Scown —Taunton
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
Contact Centre Adviser
Unity5 —Exeter
- £24,800 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
6d
Skills and Qualifications:
Open Vision Finance —Taunton
- Business development
- Financial services
- Communication skills
- Work from home
Self-Employed - Mortgage and Protection Adviser
Open Vision Finance —Taunton
- Business development
- Financial services
- Communication skills
- Work from home
Additional Benefits:
Open Vision Finance —Taunton
- Business development
- Financial services
- Communication skills
- Work from home
Key Responsibilities:
Open Vision Finance —Taunton
- Business development
- Financial services
- Communication skills
- Work from home
VAT (Indirect Tax) Senior Manager
PKF Francis Clark —Taunton
- Hybrid work
- Business development
- Mentoring
- Training & development

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Commercial Insurance Adviser

Benefact Group
Taunton

Quick apply

Job details

Full-time
Up to £35,000 a year
19 hours ago

Benefits

Annual leave
Company pension
Paid volunteer time
Sick pay

Qualifications

Client engagement
Process improvement
Team motivation leadership
Certificate in Insurance

Full job description

Salary: Up to £35k OTE (depending on experience)

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Taunton

About the role

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.

Why join us?

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.

What you'll be doing

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

What you'll need to have

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

What makes you stand out

Chartered Insurance Institute Certificate in Insurance
Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious

What we offer

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

Hear from the hiring manager

"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

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Refine Your Search

insurance adviser jobs in taunton

Commercial Insurance Adviser

Financial Services/IFA Administrator

Paraplanner/IFA Report Writer

Insurance Consultant

Senior Clinical Case Manager

Financial Adviser/Financial Planner

Customer Service Adviser

In-house Legal Counsel

Financial Services Trainee - Career Development Plan

Paralegal

Contact Centre Adviser

Skills and Qualifications:

Self-Employed - Mortgage and Protection Adviser

Additional Benefits:

Key Responsibilities:

VAT (Indirect Tax) Senior Manager

I want to receive the latest job alerts for insurance adviser in taunton

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