PMI Consultant

Benefact group; Taunton; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A financial services group in Taunton is seeking a Private Medical Insurance specialist to join their growing team. The role involves driving new business within the PMI sector, maintaining client relationships, and achieving business targets. Candidates should demonstrate effective communication skills and a proactive approach to challenges. The company offers a competitive salary starting from £38,000, hybrid working options, and various employee benefits, including 28 days annual leave and support for professional qualifications.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay

Study support for professional qualifications

Paid time off for volunteering

Qualifications

• Confident and capable in managing relationships and building rapport with clients.
• Resourceful, deadline-driven, with good time management.
• Driven to face new challenges and deliver projects effectively.

Responsibilities

• Deliver new business income and retention targets.
• Develop propositions for Individual, SME and Corporate clients.
• Attend face-to-face meetings with clients.

Skills

Communication

Relationship management

Proactivity

Time management

Education

Chartered Insurance Institute Certificate in Insurance

Work towards Chartered Insurance Institute Diploma in Insurance

Job description

Salary: Starting from £38,000.00 (depending on experience) plus benefits!

Working hours: 35 hours per week

Duration: Permanent

Location: South West

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Private Medical Insurance specialist to join our growing PMI team within Community Broking.

This is a hybrid role with the ideal candidate needing to be able to commute to our Taunton or Exeter office 2-3 days per week.

An exciting opportunity to join our new and growing PMI team! Great potential to develop and shape how the PMI business looks within Lloyd & Whyte group. We are looking for someone with ambition and drive to bring unique ideas and determination to build the business.

As a Private Medical Insurance specialist, you will be responsible for being a focal point for PMI within the Lloyd & Whyte Group with accountability for finding new opportunities, hitting new business targets and broking Corporate and SME clients policies. As part of the Insurance Consultant role you will be expected to deliver cultural, service and compliance objectives 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 top 50 Best Large Companies to Work For in 2024, 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

• Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
• Develop and maintain strong propositions for relevant Individual/Private, SME and Corporate clients
• Provide on‑hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed
• Attend face‑to‑face meetings with clients
• Be accountable in the delivery of relevant lead generation targets ensuring focus on growth aims and objectives. Work with client liaison to build pipeline of activity away from own self‑generation.
• Quote & remarket Private Medical Insurance within the FCA guidelines and targets

What you'll need to have

• Confident and capable in communicating, managing relationships and building rapport with clients to provide an excellent client experience
• Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
• Driven to be pro‑active to new challenges and positively shape the desired opportunities and outcomes
• Ability to deliver projects effectively with strong stakeholder engagement
• Resourceful, organised and deadline driven with good time management and self‑motivation

What makes you stand out

• Chartered Insurance Institute Certificate in Insurance
• Willing to work towards Chartered Insurance Institute Diploma in Insurance.

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 are seeking a proactive, focused new business developer with partnership and rapport building skills to join the team in Taunton as a PMI Consultant. Experience in the PMI market from either a broking or insurer background is required in order to help build a future strategy for the business. If you are determined and focused on growth through targets and personal development, this may be the job for you!"\

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