Client Liaison Adviser

Lloyd & Whyte; Taunton; On-site; GBP 25,000 - 29,000; Full time

Benefits offered by this job

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Job summary

Lloyd & Whyte Community Broking, part of Benefact Group, is seeking a Client Liaison Adviser in Taunton. You will generate new leads, coordinate and streamline Sales lead processes and opportunities across Community Broking, acting as the first contact for prospective clients and supporting Account Executives with appointments.

The role demands strong communication, networking and relationship-building skills, with a proactive, client-centred approach.

Qualifications

• Excellent communication and networking skills with a client-focused approach.
• Proactive and tenacious, able to develop opportunities in a changing environment.
• Strong organisational ability, with the capacity to coordinate multiple diaries and appointments.

Responsibilities

• Engage with prospective clients as the first contact point to generate renewal dates and leads.
• Arrange and book new business appointments for Account Executives.
• Proactively follow up leads and enquiries with a structured strategy via telephony and email.
• Work with branches to integrate sales plans in existing and new markets.
• Produce management information and reports for business development meetings.

Skills

Lead generation

Appointment scheduling

Relationship management

Communication

IT literacy

Education

CIIM Certificate in Insurance

Job description

Salary: £25,000.00 - £29,000.00 (depending on experience)

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Taunton

About The Role

Lloyd & Whyte Community Broking, who are proudly part of Benefact Group, are looking for a Client Liaison Adviser to join our Taunton office.

As a Client Liaison Adviser, you will generate new leads, coordinate and streamline Sales lead processes and opportunities across Community Broking.

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 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.

What you'll be doing

• Engaging with prospective new clients as the first contact point to generate renewal dates leads
• Arranging and book new business appointments for Account Executives
• Proactively follow up leads and enquiries with a structured strategy through both telephony and email
• Working with the branches to integrate sales plans in our existing and relevant new markets
• Producing management information and reports for all business development & regional development meetings

What you'll need to have

• Confident and capable in communicating, networking, presenting, managing relationships and providing an excellent client experience
• Be driven, tenacious and pro-active to new challenges to positively shape the desired opportunities and outcomes
• Sociable networker that likes to build relationships internally and externally
• Ability to coordinate and manage multiple diaries and appointments
• IT literate and analytical

What makes you stand out

• Previous experience within the UK Insurance industry
• Chartered Insurance Institute Certificate in Insurance

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

Hear from the hiring manager

Lloyd & Whyte Community Broking is focused on bringing insurance back to the community! If you are focussed on delivering excellent client service, you would be an excellent addition to our team.

About Us

Lloyd & Whyte Community Broking are a collection of insurance brokers, across Wales and the Southwest, who share the same values, vision and passion for supporting our communities. We’re bringing insurance back to its roots, adding real value through specialist risk management, expert advice, and client-first service.

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