Insurance Client Liaison & Lead Generator (Taunton)

Benefact Group plc; Taunton; Híbrido; GBP 25.000 - 29.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Annual leave + bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Descripción de la vacante

Lloyd & Whyte Community Broking, part of Benefact Group, is seeking a Client Liaison Adviser for our Taunton office. You will generate new leads, coordinate and streamline sales lead processes and opportunities across Community Broking.

Join a collaborative culture with strong development opportunities. You will engage prospective clients, arrange appointments for Account Executives, and follow up leads to drive growth within our market.

Formación

• Excellent client service and communication skills.
• Ability to generate renewal dates leads and book appointments.
• Proactive follow-up of leads via phone and email.
• Coordinate with branches to integrate sales plans.
• Experience in the UK Insurance industry is preferred.

Responsabilidades

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

Conocimientos

Communication

Networking

Presenting

Relationship management

Client experience

Diary management

IT literacy

Analytical

Educación

CII Certificate in Insurance

Descripción del empleo

Lloyd & Whyte Community Broking, part of Benefact Group, is seeking a Client Liaison Adviser for our Taunton office. You will generate new leads, coordinate and streamline sales lead processes and opportunities across Community Broking.

Join a collaborative culture with strong development opportunities. You will engage prospective clients, arrange appointments for Account Executives, and follow up leads to drive growth within our market.