Client Liaison Adviser

Benefact Group; Taunton; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services organization in Taunton seeks a motivated Client Liaison Adviser to achieve sales targets through effective communication and lead management. The ideal candidate will enjoy engaging with clients and have a passion for a career in sales. This role offers a supportive workplace culture, structured career development opportunities, and a commitment to an inclusive environment. Competitive benefits include annual leave, a bonus scheme, and support for professional qualifications.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

Health and wellbeing benefits

Paid time off for volunteering

Qualifications

• Ability to work towards a Chartered Insurance Institute Certificate in Insurance.
• Proven experience in customer service or telephone roles.
• Confidence in outbound phone-based communication.

Responsibilities

• Respond proactively to new leads ensuring client satisfaction.
• Maintain accurate records on the lead management system.
• Represent the company at events when required.

Skills

Confidence and capability to build rapport

Sales motivation

Organized and disciplined

Effective communication

Education

Chartered Insurance Institute Certificate in Insurance (or willing to pursue)

Job description

Salary: Starting from £25,000.00 (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 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 maximising 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

What you'll need to have

• Confidence and capability of building rapport with clients over the telephone and at exhibitions to provide an excellent client experience
• Be tenacious and motivated towards meeting and exceeding sales targets
• Ability to 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
• Ability to communicate effectively with others whilst working closely and flexibly

What makes you stand out

• Hold or willing to work towards Chartered Insurance Institute Certificate in Insurance
• Proven telephone or customer service experience

What we offer

• 28 days annual leave plus bank holidays
• Your birthday off
• Group Personal Pension
• Bonus scheme

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 looking for 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.”

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.