Client Liaison Adviser Lloyd & Whyte

Salary: Starting from £25,000.00 (depending on experience), plus bonus potential

Working hours: 37.5 hours per week

Duration: Permanent

Location: Eastleigh

Lloyd & Whyte
, who are proudly part of Benefact Group
, are looking for a Client Liaison Adviser to join our Business Choice Direct (BCD) team in their Eastleigh office.

The ideal candidate will support the Business Development & Partnerships Manager with business development activities, focusing on contacting target industries/clients to gather renewal dates and build, qualify and convert pipeline into saleable leads.

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK’s 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.

• Proactively contact prospects via phone, email and socials to build relationships, gather renewal dates, and record accurate information.

• Maintain accurate and up-to-date records of all out-reach, renewal dates, and partner activity in the CRM system.

• Build strong relationships with prospects and partners to ensure high levels of trust and engagement.

• Develop a high level of competency in the products that BCD offers to its clients, and the rules that govern them laid down by the regulator.

• Assist with day-to-day business development admin tasks, including data cleansing, preparing documents, and reporting.

• Excellent interpersonal skills with ability to communicate well verbally and in the written word, listening, relationship management and communication skills.

• Confident and capable of building rapport over the telephone to provide an excellent client experience.

• Organised, resourceful, deadline driven and supportive of the wider team.

• Ability to work in a regulated, compliant and client focused environment.

• IT literate and confident using a CRM.

• Previous relevant experience within a similar role.

• Previous experience in the Insurance Industry or similar, preferred but not required.

• 28 days annual leave plus bank holidays.

• Your birthday off.

• Group Personal Pension.

• Bonus scheme.

• A 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.

"We support clients through the life cycle of their policy by building strong relationships, resolving queries, and working with colleagues to deliver excellent service."

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services.

We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.