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Client Liaison Specialist

2 months ago


Stevenage, Hertfordshire, United Kingdom Lloyd & Whyte Full time

Key Responsibilities

  • Achieve individual objectives and key performance indicators as set and agreed with the Lloyd & Whyte team
  • Be proactive and maximize all business opportunities through alignment of processes and effective understanding of client needs
  • Respond proactively and effectively to all new leads from the company's website and any external business opportunities
  • Provide professional support and advice to clients ensuring high levels of service and client satisfaction
  • Consistently maintain accurate records on the lead management system to maximize lead to conversion rates
  • Improve lead quality through pipeline cleanse projects and targeted business campaigns
  • Ensure all work is handled in a professional and timely manner
  • Adhere to all Company, regulatory and compliance guideline requirements
  • Be professional and proactive when representing Lloyd & Whyte at external business 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

 

Essential Skills & Behaviours

  • • Demonstrate Lloyd & Whyte's values of Fun, Supportive, Professional, working in Partnership and Ambitious
  • • Confident and capable of building rapport with clients over the telephone and at business events 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 Lloyd & Whyte team
  • • Organized, disciplined and measured in managing own workload and time
  • • Ability to communicate effectively with others while working closely and flexibly
  • • Ability to work in a regulated, compliant and client-focused business environment
  • • IT Literate

 

Qualifications & Experience

  • Chartered Insurance Institute Certificate in Insurance