Senior Business Liaison Specialist

1 week ago


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

Lloyd & Whyte Ltd is seeking a highly motivated Client Liaison Adviser to join our team. This role involves working closely with clients to achieve individual objectives and key performance indicators.

About the Role

This position requires a proactive individual who can maximise business opportunities through alignment of process and effective understanding of client needs. The ideal candidate will be able to respond proactively to all new leads and provide professional support and advice to clients.

Responsibilities
  • Achieve individual objectives and key performance indicators
  • Be proactive and maximise business opportunities through alignment of process and effective understanding of client needs
  • Respond proactively to all new leads and provide professional support and advice to clients
  • Consistently maintain records and improve lead quality through pipeline cleanse projects
  • Ensure all work is handled in a professional and timely manner
  • Adhere to Company, regulatory and compliance requirements
  • Represent the Company at external events such as conferences and client visits
  • Maintain and develop own technical competence
  • Support colleagues from all areas of the business
Requirements
  • Values: Fun, Supportive, Professional, working in Partnership and Ambitious
  • Confident and capable of building rapport with clients over the telephone and at exhibitions
  • Tenacious and motivated towards meeting and exceeding sales targets
  • Generate leads working effectively in partnership with the wider team
  • Organised, disciplined and measured in managing own workload and time
  • Ability to communicate effectively with others
  • Ability to work in a regulated, compliant and client focused environment
  • IT Literate

The estimated salary for this role is around £45,000 - £55,000 per annum, depending on experience. A Chartered Insurance Institute Certificate in Insurance is required for this position, and full-time employment is offered.



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