Job Description

Salary: Starting salary from 24,000.00
Working hours: 35 per week
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 our Membership Plans team in their Taunton office.
As a Client Liaison Adviser you will be responsible for delivering annual lead generation targets through effective outbound calling techniques and diary management in support of the business strategy.
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

• 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 while responding proactively and effectively to all new leads.
• 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.
• Maintain and develop own technical competence while adhering to all Company, regulatory and compliance guideline requirements

What you'll need to have

• 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
• Able to generate leads (visits, quotes & renewal dates) working effectively and in partnership with the wider team
• Ability to work in a regulated, compliant and client focused environment
• Tenacious and motivated towards meeting and exceeding sales targets

What makes you stand out

• Previous experience within a fast paced telephone role.

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
• Up to 4k bonus potential

Hear from the hiring manager
"Lloyd & Whyte Membership Plans is one of the Group's most unique and specialist divisions. We're a small but mighty team with an exciting vision which centred around growth, and you would be joining us at one of our most exciting times yet! If you are target driven with a desire for a fast paced but rewarding role, 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.
*Directory of Social Change's UK Guides to Company Giving 2017-26

Skills Required