Client Liaison Professional

1 week ago


Taunton, Somerset, United Kingdom Lloyd & Whyte Ltd Full time
Job Title: Client Liaison Professional

We are seeking a highly motivated and experienced Client Liaison Professional to join our team at Lloyd & Whyte Ltd. As a Client Liaison Professional, you will be responsible for achieving individual objectives and key performance indicators as set and agreed.

The ideal candidate will be pro-active and maximise all business opportunities through alignment of process and effective understanding of client needs. You will respond proactively and effectively to all new leads from the website and any external advertisements.

Key Responsibilities:

  • 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
  • Respond proactively and effectively to all new leads from the website and any external advertisements

Salary: £35,000 - £40,000 per annum.

You will 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.

Requirements:

  • Chartered Insurance Institute Certificate in Insurance
  • Excellent communication and interpersonal skills
  • 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


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