Client Liaison Consultant

4 weeks ago

Swansea, City and County of Swansea, United Kingdom Ecclesiastical Insurance Group Full time

Company Overview


Lloyd & Whyte, part of Benefact Group, offers a range of specialist insurance services to clients across various industries. With a strong presence in South Wales and an international footprint, our company prides itself on providing tailored solutions to meet the unique needs of each client.



Salary


The estimated salary for this position is £25,000 - £35,000 per annum, depending on experience. This competitive package reflects the company's commitment to rewarding its employees and supporting their career development.



Job Description


We are seeking a skilled Client Liaison Adviser to join our Community Broking team in South Wales. As a key member of our team, you will be responsible for delivering annual lead generation targets through effective outbound calling techniques and diary management. Your primary goal will be to provide exceptional customer service, build rapport with clients, and drive sales growth.



Key Responsibilities:



  • Achieve individual objectives and key performance indicators as set and agreed upon by the business strategy;
  • Be proactive and maximize 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;
  • Maintain records on the lead management system, maximizing 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;
  • Represent the company professionally 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.


Responsibilities Specific to Senior Adviser:



  • Assist in maintaining, monitoring, and delivering core KPIs, processes, and functions directly linked to team success;
  • Couch and develop team members;
  • Assist in quality assessment, monitoring, and sign-off of team members;
  • Handle complex work and referrals;
  • Be proactive and analytical in day-to-day roles and when liaising with the management team;
  • Involvement in projects assigned by managers or senior management.


Knowledge, Skills, and Experience:



  • Demonstrate values of fun, supportive, professional working in partnership, and ambitious;
  • Confidently build 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, and renewal dates) working effectively and in partnership with the wider 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 environment;
  • IT literate.


Benefits:



  • 28 days annual leave plus bank holidays;
  • Your birthday off;
  • Group Personal Pension;
  • Bonus scheme;
  • 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.


About Lloyd & Whyte:


Lloyd & Whyte offers a range of specialist insurance services to clients across various industries. Our specialisms include niche scheme insurance for healthcare professionals, 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 thatched and listed character properties and high-value homes.



About Benefact Group:


Benefact Group is a unique international financial services group made up of over 30 businesses. We are owned by a charity and are currently the UK's third-largest corporate donor, having given away £200 million since 2016. We have ambitious plans to become the UK's number one corporate donor, with strategic objectives in place to double the Group's size.



Why Work with Us?


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 have enabled us to build a culture of kindness, great ambition, and passionate people driven to do better and be better.



Inclusive Culture:


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.



Equal Opportunities:


If you need any additional support during the recruitment process, please let us know. We strive to create an inclusive and accessible workplace, and we are committed to equal opportunities for all candidates.

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