Insurance Adviser

We have an exciting opportunity to join the team at Davies Craddock Insurance! To learn more about what we do and who we are please visit our website - https://www.daviescraddockinsurance.co.uk/

Salary: Starting from £19,000.00 - £22,000.00 (D.O.E.)

Benefits Package:

• 28 Days holiday + UK Bank Holidays
• Paid day off on your birthday
• Enhanced Parental Leave - Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full pay
• Company Pension Plan
• Income Protection Insurance Scheme
• Death in Service Benefit (x2 times your annual salary)
• Cash plan benefit to assist with medical and wellbeing costs
• Annual charitable donation to chosen charity
• Support & funding for study towards your professional qualification
• Employee wellness programmes
• Cycle to Work Scheme
• Company Events
• Casual Dress
• Refer a friend scheme
• Paid time off for volunteering

Qualifications & Experience:

• GCSE Maths & English at Grade C/Level 4 or above
• Previous experience working within a sales/customer service based role is preferred

About You

Are you a detail orientated, client focused individual looking for a new challenge? Do you thrive in a diverse and fast paced environment, enjoy speaking to clients and always striving to go above and beyond? Within this role, you will be responsible for supporting our Personal Lines to deliver high levels of service to clients & partners, whilst ensuring that all related administration is kept up to date.

About Us

Established in 1978 and founded by Nigel Davies and David Craddock, Davies Craddock, are proud to be one of the leading insurance brokers in South West Wales, specialising in both Personal Lines & Business Insurance for 40+ years.

Davies Craddock are now part of the Lloyd & Whyte Group, a family of businesses which provides insurance and financial services to specialist markets.

At Lloyd & Whyte, our business is centred around five core values – Fun, Supportive, Professional, Partnerships and Ambitious. By ensuring that these values are at the heart of everything we do, we’re able to build a business that remains focused on delivering what we say we will to our clients, colleagues and business partners.

Key Responsibilities will include:

· Achieve individual objectives and key performance indicators as set and agreed

· Provide professional support and advice to clients ensuring high levels of service and client satisfaction

· Answer client queries, deal with renewals and mid term adjustments in a professional and timely manner

· Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly

· Ensure all policy administration is dealt with in a professional and timely manner

· Focus on timely collection of client money in accordance company procedures

· Adhere to all Company, regulatory and compliance guideline requirements

· Be professional when representing the Company at external events such as conferences and client visits (if required)

· Maintain and develop own technical competence

· Support colleagues from all areas of the business as required

Job Types: Full-time, Permanent

Salary: £19,000.00-£22,000.00 per year

Benefits:

• Company events
• Company pension
• Cycle to work scheme
• Referral programme
• Wellness programme

Schedule:

• Monday to Friday

Supplemental pay types:

• Yearly bonus

Ability to commute/relocate:

• Llanelli, SA15 1UH: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Do you hold your Chartered Insurance Institute Certificate in Insurance or are you willing to work towards this qualification if successful?

Licence/Certification:

• GCSE Maths & English at Grade C/Level 4 or above (required)

Work authorisation:

• United Kingdom (required)

Work Location: One location