Salary: Starting from £25,000 Working hours: 35 hours per week Duration: Permanent Location: Taunton About the role Lloyd & Whyte , who are proudly part of Benefact Group , are looking for a Performance Adviser to join our Affinity General Insurance team in their Taunton office.
Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.
Role Purpose Responsibility for ensuring that advisers meet the established standards set by the company through documented quality monitoring of files and individual calibration.
Provide administrative support to other areas of the division as and when required.
Key responsibilities Achieve individual objectives and key performance indicators as set and agreed Create quality measurements to track improvement in products Execute quality improvement testing and activities Ensure policies meet insurer standards Create reports documenting outcomes and propose solutions for remedial action Carry out the required number of quality audits along with root cause analysis across all Customer Facing Operational areas Provide feedback to your manager with suggestions on improvements as to how to enhance quality, customer experience and reduce complaints Identify any areas of risk where the business may be exposed and provide recommendations; liaising with other departments as required Demonstrate and maintain an understanding of the regulatory environment and regulatory expectations Demonstrate high standards of personal performance Update the relevant MI tool ensuring that daily, weekly and monthly updates are recorded Drive a culture where fair customer outcomes are the central consideration Identify process improvement opportunities to drive customer service improvements Ensure that all documented business processes are followed accordingly Maintain a sound understanding of relevant products and services Have the ability to determine training needs Conduct training workshops / sessions as required (e.g.
highlighted by audits, appraisals etc.)
Assist where regulatory changes require updates to processes, documentation and training Assisting in testing and training people across the Division when implementing new systems Knowledge, skills and experience Demonstrate our values of Fun, Supportive, Professional, Working in Partnership and Ambitious Ability to work in a regulated, compliant and client focused environment Organised, resourceful, deadline driven and supportive of the wider team Methodical, pragmatic and analytical Enthusiastic with the ability to work within a busy and fast paced environment Composed and flexible under pressure Quality orientated with great attention to detail Excellent interpersonal skills with ability to communicate well verbally and in the written word IT literate – Office, Windows, Chrome Working knowledge of the insurance market and of SSP (desired) Ability to prioritise workload and work within Lloyd & Whyte's service standards Must be able to work independently, using personal judgement whilst still operating within specific guidelines Confidence to question and challenge individuals and their understanding and accuracy Good presentation skills Knowledge and understanding of Compliance requirements Carry out a required number of quality audits on a monthly basis Demonstrate and maintain knowledge of regulatory environment Maintain product and insurer knowledge Maintain monthly MI data Minimum level of CPD is met 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 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 are currently the UK's 3rd largest corporate donor, having given away £200 million since 2016.
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.