Job Description

Salary:

22,500.00 - 25,000.00 (depending on experience)

Working hours:

35 hours per week

Duration:

Permanent

Location:

Stevenage

About the role

Lloyd & Whyte

, who are proudly part of

Benefact Group

, are looking for a

Client Liaison Adviser

to join our

Commercial Development

team in their

Stevenage

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.

Key responsibilitiesAchieve 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
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

QualificationsChartered Insurance Institute Certificate in Insurance (or willing to work towards)
What we offer28days 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

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.

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