Salary: Competitive
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Taunton
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Commercial Insurance Team Leader to join our Lloyd & Whyte Community Broking Branch in our Taunton office on a hybrid basis.
This is a newly created role within our Community Broking Branch, which focusses on Commercial Insurance. As an Commercial Insurance Team Leader you will, through effective leadership of your team and close collaboration with key stakeholders, drive individual and team retention and new business targets. You will also continue to deliver elements of the Insurance Consultant role, within commercial insurance broking, ensuring that cultural, service, and operational efficiency objectives are consistently achieved in support of our business strategy.
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.
Lead, support and develop the team by managing performance, promoting professional growth and embedding company values and culture.
Deliver business objectives by achieving personal and team KPIs, meeting service standards and ensuring strong retention with consistently positive customer outcomes.
Oversee daily operations by organising workflow, allocating resources within budget, recruiting effectively and driving productivity across the team.
Maintain high compliance and risk‑management standards by following underwriting guidelines, completing assessments and ensuring all policies, procedures and complaint‑handling requirements are met.
Build technical excellence and commercial awareness by staying up‑to‑date with products and market trends, supporting complex referrals, identifying underinsurance and maximising business opportunities.
Strong background in commercial insurance broking.
Experience leading or mentoring a team.
Solid understanding of underwriting principles and FCA compliance.
Excellent communication and stakeholder management skills.
Chartered Insurance Institute Certificate in Insurance or equivalent qualification.
28days 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 Community broking is focused on bringing insurance back to the community! If you’re seeking an opportunity to lead a successful team whilst further developing your leadership skills and understanding of insurance, we’d love to hear from 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
Benefact Group is a diverse family of specialist financial businesses, driven by our shared ambition to do right by our customers and clients, and united by a common purpose. To give our profits to good causes.
Being owned by a charity – Benefact Trust – places good intentions at the foundations of our Group, but our ability to turn this movement for good into positive action is based on better business.
Whether it be in specialist insurance, investment management, broking or advisory, every business that makes up the Benefact Group is an expert in their respective fields – leading in ethical investment, protection of iconic buildings and world heritage sites, and providing specialist guidance to people who deliver critical services to communities.
