Taunton, England, United Kingdom · On-site
$25k/yr
Salary: Starting from £25,000.00 (depending on experience) + bonus potential Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Taunton About the role Lloyd & Whyte, who are proudly part of …
Skills: Customer service, Insurance advice, Policy administration, Underwriting, Renewal service
United Kingdom · Remote Solely
Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Remote Job Ref: 205289 About the role Ecclesiastical Planning Services, who are proudly part of Benefact Group, are looking for a Business …
Skills: Account management, Business development, Sales planning, Stakeholder management, Relationship management
Newcastle upon Tyne, England, United Kingdom · Hybrid
Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Newcastle Upon Tyne About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for an Account Handler to…
Skills: Account management, Client relationship management, Insurance renewals, Mid-term adjustments, Negotiation
Mid Devon, England, United Kingdom · Hybrid
$55k/yr
Salary: Starting from £55,000.00 (depending on experience) + benefits Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Tiverton About the role Lloyd & Whyte, who are proudly part of Benefa…
Skills: Team Leadership, Commercial Insurance, Business Strategy, Client Relationship Management, Performance Management
Exeter, England, United Kingdom · Hybrid
$40k/yr
Salary: Starting from £40,000.00 (depending on experience) + benefits & bonus potential Working hours: 35 hours per week, Monday - Friday Duration: Permanent Location: Exeter About the role Lloyd & Whyte, who are proudly…
Skills: Commercial Insurance, Business Development, Client Relationship Management, Sales Prospecting, Strategic Reviews
Birmingham, England, United Kingdom · Hybrid
Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Birmingham Job Ref: 204727 About the role Ecclesiastical Insurance, who are proudly part of Benefact Group are looking for three Senior Pro…
Skills: Property Underwriting, Casualty Underwriting, Risk Assessment, Portfolio Management, Broker Relationship Management
Cheltenham, England, United Kingdom · Hybrid
Salary: Competitive + Car Allowance + Bonus Working hours: 35 Monday to Friday Duration: Permanent Location: Cheltenham About the role Lansdown Insurance Brokers, who are proudly part of Benefact Group, are looking for a…
Skills: Commercial Insurance, New Business Development, Account Management, Property Portfolio Management, Negotiation
Tewkesbury, England, United Kingdom · Hybrid
Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Gloucester Job Ref: 205237 About the role Benefact Group, are looking for an Internal Auditor to join our Gloucester office. The successful…
Skills: Internal Audit, Risk Management, Internal Control Framework, Financial Services, Stakeholder Management
Shire Of Narembeen, Western Australia, Australia · Hybrid
Salary: Staring from £25,000.00 Working hours: 37.5 hours per week, Monday to Friday Duration: Permanent Location: Billericay About the role Direct Corporate Risks part of our Lloyd & Whyte Specialist Broking Division, w…
Skills: Outbound Calling, Lead Generation, Diary Management, Customer Service, Rapport Building
Eastleigh, England, United Kingdom · Hybrid
Salary: Starting from £24,700.00 (depending on experience) Working hours: 37.5 hours per week, Monday to Friday Duration: Permanent Location: Eastleigh About the role Lloyd & Whyte, who are proudly part of Benefact Group…
Skills: Customer Service, Client Relationship Management, Insurance Broking, Communication Skills, Attention To Detail
Southbank, Victoria, Australia · Hybrid
Working hours: 37.5 hours per week, Monday to Friday Duration: Permanent Location: Melbourn Job Ref: 205233 About the role Ansvar Australia, who are proudly part of the Benefact Group, are looking for a Claims Consultant…
Skills: Claims Management, Policy Interpretation, Risk Management, Customer Relationship Management, Broker Relationship Management
Eastleigh, England, United Kingdom · Hybrid
Salary: Up to £32,000.00 (depending on experience), plus bonus potential Working hours: 37.5 hours per week Duration: Permanent Location: Eastleigh About the role Lloyd & Whyte, who are proudly part of Benefact Group, ar…
Skills: Telephone Sales, Insurance Quotations, Pipeline Management, Objection Handling, Underwriting Liaison
Exeter, England, United Kingdom · Hybrid
Salary: Starting from £35,000.00 (depending on experience) Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Exeter About the role Lloyd & Whyte, who are proudly part of Benefact Group, are…
Skills: Client Relationship Management, Insurance Advisory, New Business Development, Client Retention, Holistic Insurance Reviews
Cardiff, Wales, United Kingdom · Hybrid
$45k–$55k/yr
Salary: £45,000.00 - £55,000.00 (depending on experience & negotiable) + bonus Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Swansea / St. Clears / Llanelli About the role Lloyd & Whyte…
Skills: Client Relationship Management, Commercial Insurance, Sales Prospecting, Risk Management, New Business Development
Llanelli, Wales, United Kingdom · Hybrid
Salary: Starting from £30,000.00 (depending on experience) Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Llanelli About the role Lloyd & Whyte, who are proudly part of Benefact Group, a…
Skills: Client Relationship Management, Insurance Broking, KPI Achievement, Underwriting, Compliance
Llanelli, Wales, United Kingdom · Hybrid
Salary: Starting from £30,000.00 (depending on experience) Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Llanelli About the role Lloyd & Whyte, who are proudly part of Benefact Group, a…
Skills: Client Relationship Management, Insurance Advisory, KPI Achievement, Underwriting, Compliance
Tewkesbury, England, United Kingdom · Hybrid
$30k–$35k/yr
Salary: £30,000.00 - £35,000.00 (depending on experience) Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Gloucester About the role Lloyd & Whyte, who are proudly part of Benefact Group, …
Skills: Commercial Insurance, Client Relationship Management, Policy Administration, Claims Handling, Underwriting
Taunton, England, United Kingdom · Hybrid
Salary: Starting from £30,000.00 (depending on experience) Working hours: 35 per week, Monday to Friday Duration: Permanent Location: Taunton About the role Lloyd & Whyte, who are proudly part of Benefact Group, are look…
Skills: Client Relationship Management, Insurance Advisory, Underwriting Guidelines, Compliance, Coaching
Stevenage, England, United Kingdom · Hybrid
Salary: Starting from £30,000.00 (depending on experience) Working hours: 35 per week, Monday to Friday Duration: Permanent Location: Stevenage About the role Lloyd & Whyte, who are proudly part of Benefact Group, are lo…
Skills: Client Relationship Management, Insurance Advisory, Retention Management, Underwriting Guidelines, Coaching
Stevenage, England, United Kingdom · Hybrid
Salary: Starting from £25,000.00 (depending on experience) + bonus potential Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Stevenage About the role Lloyd & Whyte, who are proudly part o…
Skills: Policy Administration, Client Relationship Management, Insurance Underwriting, Customer Service, Lead Generation
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You will provide professional support and advice to clients throughout the policy life cycle while ensuring high levels of satisfaction and retention. Additionally, you will manage policy administration, underwrite scheme policies, and proactively identify new business opportunities.
The ideal candidate should have previous customer service and insurance experience with a strong attention to detail. A Chartered Insurance Institute Certificate in Insurance is considered a standout qualification for this role.
Salary: Starting from £25,000.00 (depending on experience) + bonus potential
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 Customer Service Adviser to join the Affinity GI team in their Taunton office.
As a Customer Service Adviser, you will be ambitious and looking to develop your career in insurance. You will be responsible for providing exceptional service and advice to clients in order to maximise client satisfaction, maintain high retention levels and achieve income targets in support of the 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.
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 & referral guidelines
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
Be proactive and maximise 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
Confidence and capability of building rapport over the telephone to provide an excellent client experience
Quality orientated attitude with great attention to detail
Ability to work in a regulated, compliant and client focused environment
Organised, resourceful, deadline driven and supportive of the wider team
Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
Previous customer service experience
Previous insurance experience
Chartered Insurance Institute Certificate in Insurance
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
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
Benefact Group is a diverse group of specialist financial businesses, driven by our shared ambition to do right by our customers and clients, and united by a common purpose. To give our profits to good causes. Being owned by a charity – Benefact Trust – places good intentions at the foundations of our Group, but our ability to turn this movement for good into positive action is based on better business. Whether it be in specialist insurance, investment management, broking or advisory, every business that makes up the Benefact Group is an expert in their respective fields – leading in ethical investment, protection of iconic buildings and world heritage sites, and providing specialist guidance to people who deliver critical services to communities.
Offices: Benefact House, 2000 Pioneer Avenue, Gloucester Business Park, Brockworth, Gloucester, GL3 4AW, GB
Benefact Group is a diverse group of specialist financial businesses, driven by our shared ambition to do right by our customers and clients, and united by a common purpose. To give our profits to good causes. Being owned by a charity – Benefact Trust – places good intentions at the foundations of our Group, but our ability to turn this movement for good into positive action is based on better business. Whether it be in specialist insurance, investment management, broking or advisory, every business that makes up the Benefact Group is an expert in their respective fields – leading in ethical investment, protection of iconic buildings and world heritage sites, and providing specialist guidance to people who deliver critical services to communities.
Offices: Benefact House, 2000 Pioneer Avenue, Gloucester Business Park, Brockworth, Gloucester, GL3 4AW, GB
