Appointment Booker

☞ Lloyd & Whyte

View: 107

Update day: 01-06-2024

Location: Taunton South West

Category: Design - Web Arts / Design Architecture / Interior Design IT - Software

Industry: Financial Services

Position: Entry level

Job type: Full-time

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Job content

Salary:

Between £20,000.00 to £25,000.00 (Depending on Experience)plus benefits and bonus package.

BENEFITS

  • 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
  • Free on site parking
  • Work from home (Once competent and agreed with line manager)
  • 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
  • Previous customer service experience (either F2F or phone based)

About You:

Are you an ambitious and confident professional looking for that next step within your insurance career? This is an exciting opportunity for a client focused, target driven individual wanting to develop a career with a professional, ever growing business.

About You:

  • Confident and capable of building rapport over the telephone to provide an excellent client experience
  • Someone who has ability to work in a regulated, compliant and client focused environment
  • Organised, resourceful, deadline driven and supportive of wider team
  • Quality orientated with great attention to detail and strong administrative skills
  • Willing to work towards Cert CII Qualification

About Us

Lloyd & Whyte Group is a family of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us.

We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought.

As an award-winning company, professionalism and qualifications are integral to our company culture. We believe it’s vital that everyone within the business feels valued and has the right tools to do the job.

Lloyd & Whyte Group are proud to be part of the Benefact Group - a charity owned, international family of financial services companies that give all available profits to charity and good causes. We’re built on the idea that better business, can better lives.

Key Responsibilities

  • Achieve individual objectives and key performance indicators as set and agreed
  • Be pro-active and maximise all business opportunities through alignment of process and effective understanding of client needs
  • Respond proactively and effectively to all new leads from the website and any external advertisements
  • Provide professional support and advice to clients ensuring high levels of service and client satisfaction
  • Consistently maintain records on the lead management system maximising lead to conversion rates
  • Improve lead quality through pipeline cleanse projects and targeted campaigns
  • Ensure all work is handled in a professional and timely manner
  • Adhere to all Company, regulatory and compliance guideline requirements
  • Be professional & pro-active when representing the Company at external events such as conferences and client visits when required
  • Maintain and develop own technical competence
  • Support colleagues from all areas of the business as required
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Deadline: 16-07-2024

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