Case studies & testimonials

Our people have some great things to say about their time at Lloyd & Whyte. We hope these give you a valuable insight into what you can expect from working here.

Laura Lewis – Group Underwriter

laura“I joined Lloyd & Whyte in 2005 in the former Wellington Office as an Office Junior dealing with clients at all levels – new business right through to renewals. In 2007, the Wellington Office moved into the Head Office (Taunton) and I moved to a new role – Customer Relations Advisor, looking after clients between new business and renewals with any queries or adjustments.

In 2008, I achieved my Certificate in Insurance (Cert CII) and became a Senior Customer Relations Advisor.

In 2011, I decided to start studying towards my Diploma in Insurance, but then fell pregnant with my daughter so this naturally took a backstep. After maternity leave, I returned to work and in January 2014, I applied for the Allianz Scholarship programme which supports professionals who are working towards achieving their Diploma and provides a FastTrack programme to obtain this within a shorter timescale. After an interview process, I was successful in achieving one of 30 places in the country for the 2014 intake. This moved quickly and I started receiving course books, whilst attending study workshops in Birmingham. It was hard work, but eventually with great determination I achieved my Diploma in Insurance (Dip CII) in July 2016. During this time, I progressed to the role of Group Underwriter in January 2016 – my dream job! My role is varied but includes looking at the performance of schemes, insurer relationships and also day to day referrals from the trading units.

In March 2017, I was nominated and won the David Grimley Award – Young Professional of the Year 2017 for the Exeter Insurance Institute which was a great honour to the dedication I have given to my role. I am now currently studying towards my Advanced Diploma in Insurance (ACII) which will give me Chartered Status.

I could not have achieved all of this without the support of Lloyd & Whyte.”

Sophie Milsom – Trainee Independent Financial Adviser

Sophie Mil“Initially, I joined Lloyd & Whyte as a Business Administration Apprentice in 2016 which, for me, was a chance to explore my options within the industry. It gave me the chance to gain experience in various departments over the space of a year before fully committing to something more long term. It gave me a taste of what to expect from a permanent position and allowed me the thinking time that I needed to decide which direction I wanted my career to go in. It was almost like a form of gap year, whilst still being able to work towards something – learning and earning at the same time.

Alongside my apprenticeship, I was introduced to the Lloyd & Whyte Academy. The opportunity to take part in a 3 week, in house training programme, thanks to Lloyd & Whyte, allowed me to gain my Certificate in Insurance with the Chartered Insurance Institute.

After completing my apprenticeship with Lloyd & Whyte and gaining a Level 2 Diploma in Business Administration, I was offered a permanent position as a Service Support Adviser within the Financial Services department. I am now in training to become a Financial Adviser and working towards my Level 4 Diploma in Regulated Financial Planning.”

Caitlin Pollard – Client Service Advisor

“In 2016, I started working at Lloyd & Whyte as a trainee. This was for 6 weeks on a trainee-ship through Richard Huish College – this helped me gain experience within an office setting and helped me figure out whether I wanted to continue on this career path. Following the trainee-ship, I proceeded to embark on a Business Administration apprenticeship and through this I gained my Level 2 Diploma in Business Administration, Level 2 ICT qualification and my Level 3 CII Certificate in Insurance, whilst gaining valuable work experience around the business. I was also awarded the Porter Prize at the CII annual dinner in 2017 for my exceptional results in my CII exams.

In 2017, I secured permanent employment with Lloyd & Whyte as a Client Service Administrator in the Personal Operations Team before being promoted to a Client Service Advisor in the Commercial Operations Team in September 2018.”