Client Liaison Adviser

Salary : Starting salary from £24,000.00

Working hours : 35 per week

Duration : Permanent

Location : Taunton

About the role

Lloyd & Whyte , who are proudly part of Benefact Group , are looking for a Client Liaison Adviser to join our Membership Plans team in their Taunton office.

As a Client Liaison Adviser you will be responsible for delivering annual lead generation targets through effective outbound calling techniques and diary management in support of the 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

• Achieve individual objectives and key performance indicators as set and agreed.
• Be pro-active and maximise all business opportunities through alignment of process and effective understanding of client needs while responding proactively and effectively to all new leads.
• Provide professional support and advice to clients ensuring high levels of service and client satisfaction.
• Consistently maintain records on the lead management system maximising lead to conversion rates.
• Maintain and develop own technical competence while adhering to all Company, regulatory and compliance guideline requirements

What you'll need to have

What makes you stand out

What we offer

Hear from the hiring manager

"Lloyd & Whyte Membership Plans is one of the Group’s most unique and specialist divisions. We’re a small but mighty team with an exciting vision which centred around growth, and you would be joining us at one of our most exciting times yet! If you are target driven with a desire for a fast paced but rewarding role, 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

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.