Commercial Insurance Adviser

We are looking for a Commercial Insurance Adviser to join Affinity GI in our Taunton office. Competitive salary, excellent benefits and hybrid working.

Salary: Up to £35k OTE (depending on experience)

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Taunton

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Commercial Insurance Adviser to join our Affinity GI team in their

As a Commercial Insurance Adviser, you will provide exceptional service and advice to clients in order to maximize client satisfaction, maintain high retention levels and achieve income targets 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 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.

What you'll be doing

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

• Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying under insurance and meeting client survey targets

• Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required

• Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs and meet workflow standards

• Maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work

What you'll need to have

• Previous insurance experience

• Confidence and capability of building rapport over the telephone to provide an excellent client experience

• Ability to work in a regulated, compliant and client focused environment

• Organised, resourceful, deadline driven and supportive of the wider team

• Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes

What makes you stand out

• Chartered Insurance Institute Certificate in Insurance

• Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious

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're seeking an experienced insurance professional to join our Commercial Operations team as a Commercial Insurance Adviser. The ideal candidate would be personable, approachable, and confident - someone who enjoys building relationships and being part of a supportive, client-focused environment."

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.

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

Company

Lloyd & Whyte

Role

Broking and Advisory

Locations

Taunton

Remote status

Hybrid

Employment type

Permanent - Full Time