Client Liaison Adviser

The Benefact Group; Staplegrove; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established financial services group is seeking a Client Liaison Adviser in Staplegrove to drive their insurance sales career. This role involves responding to leads, providing client support, and maintaining records to optimize sales conversion rates. We value confident individuals with strong communication skills who are eager to work in a dynamic, collaborative environment. The position offers numerous benefits, including annual leave, a pension scheme, and study support, in a company committed to charity and good causes.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Health and wellbeing benefits

Paid time off for volunteering

Qualifications

• Proven telephone or customer service experience.
• Must be confident and motivated in an outbound phone-based role.
• Willingness to work towards relevant insurance qualifications.

Responsibilities

• Respond to new leads from the website and advertisements.
• Provide professional support and advice to clients.
• Maintain records on the lead management system.
• Represent the Company at external events as needed.
• Generate leads through effective communication and partnership.

Skills

Target-driven

Excellent communication skills

Customer service experience

Ability to build rapport

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Client Liaison Adviser to join the Affinity GI team in their Taunton office. This individual will be a target driven professional keen to embark on their insurance sales career. Within this role, you will be responsible for delivering annual lead generation targets through effective outbound calling techniques and diary management in support of the business strategy. 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. 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

• Responding proactively and effectively to all new leads from the website and any external advertisements.
• Providing professional support and advice to clients ensuring high levels of service and client satisfaction.
• Consistently maintain records on the lead management system, maximizing lead‑to‑conversion rates.
• Be professional & pro‑active when representing the Company at external events such as conferences and client visits when required.
• Ensure all work is handled in a professional and timely manner.
• Confidence and capability of building rapport with clients over the telephone and at exhibitions to provide an excellent client experience.
• Be tenacious and motivated to meet and exceed sales targets.
• Generate leads (visits, quotes & renewal dates) working effectively and in partnership with the wider team.
• Organised, disciplined and measured in managing own workload and time.
• Communicate effectively with others while working closely and flexibly.

What makes you stand out

• Hold or be willing to work towards a Chartered Insurance Institute Certificate in Insurance.
• Proven telephone or customer service experience. You are a confident, motivated individual who enjoys speaking with people and would thrive in an outbound phone‑based role. As a Client Liaison Adviser, you'll be the first point of contact for potential clients, helping to book appointments for our specialist insurance services. If you are target‑driven, have excellent communication skills and want to be part of a growing friendly team, we'd love to hear from you.

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 third largest UK corporate donor over a decade, having given away £250 million since 2014.

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 have enabled us to build a culture of kindness, great ambition, and 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 welcome applications from everyone.

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.