Client Liaison Adviser

Ecclesiastical Insurance Group; Taunton; On-site; GBP 28,000 - 36,000; Full time

Job summary

A leading company in the insurance industry seeks a Client Liaison Adviser for their Taunton office. This role focuses on achieving sales targets through outbound calling and delivering exceptional client experiences. The ideal candidate will be motivated, organized, and capable of building rapport with clients.

Benefits

28 days annual leave plus bank holidays

Birthday off

Health and wellbeing benefits

Enhanced sick pay

Paid volunteer time

Qualifications

• Confident in engaging clients over the phone and at exhibitions.
• Tenacious with a focus on exceeding sales targets.
• IT literate and capable of managing own workload.

Responsibilities

• Achieve lead generation targets through effective outbound calling.
• Maximize business opportunities and provide professional client support.
• Maintain records on the lead management system.

Skills

Building rapport

Lead generation

IT literacy

Organizational skills

Job description

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Lloyd & Whyte, who are proudly part ofBenefact Group, are looking for a Client Liaison Adviser to join our Membership Plansteam in their Tauntonoffice.

This individual will be a targetdriven professional keen to embark on their insurance salescareer. Within this role, you will be responsible fordelivering 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.

Key responsibilities

• 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
• Respond proactively and effectively to all new leads from the website and any external advertisements
• 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
• Improve lead quality through pipeline cleanse projects and targeted campaigns
• Ensure all work is handled in a professional and timely manner
• Adhere to all Company, regulatory and compliance guideline requirements
• Be professional & pro-active when representing the Company at external events such as conferences and client visits when required
• Maintain and develop own technical competence
• Support colleagues from all areas of the business as required

Knowledge, skills and experience

• Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
• Able to commute to our Taunton office 4-5 times per week.
• Confident and capable of building rapport with clients over the telephone and at exhibitions to provide an excellent client experience
• Tenacious and motivated towards meeting and exceeding sales targets
• Able 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
• Ability to work in a regulated, compliant and client focused environment
• IT Literate

What we offer

• 28days annual leave plus bank holidays
• Your birthday off
• An array of health and wellbeing benefits, company cash plan, income protection and life assurance
• Enhanced sick pay andparental leave
• Support and funding toward study and professional qualifications
• Paid time off forvolunteering
• Up to £4k bonus potential

Lloyd & Whyteoffer 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 aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone.

If you need any additional support during therecruitment process, then please let us know.

*Directory of Social Change’s UK Guides to Company Giving 2017-26