Advisory Services Representative

1 week ago


Taunton, Somerset, United Kingdom Lloyd & Whyte Ltd Full time
Job Summary

Lloyd & Whyte Ltd is a dynamic organisation that is seeking a talented Client Liaison Adviser to join our team. This role offers an exciting opportunity to work closely with clients and contribute to the company's growth and success.

About the Position

The ideal candidate will have excellent communication skills and be able to build strong relationships with clients. They will be responsible for achieving individual objectives and key performance indicators, providing professional support and advice to clients, and identifying and pursuing new business opportunities.

Responsibilities
  • Achieve individual objectives and key performance indicators
  • Provide professional support and advice to clients
  • Identify and pursue new business opportunities
  • Manage and maintain accurate records
  • Represent the company at external events
Requirements
  • Chartered Insurance Institute Certificate in Insurance
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Strong organisational skills
  • IT Literate

The estimated salary for this role is around £48,000 - £58,000 per annum, depending on experience. Full-time employment is offered.



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