Client Liaison Adviser

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

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Taunton

About the Role

Lloyd & Whyte, part of Benefact Group, are looking for a Client Liaison Adviser to join the Affinity GI team in their Taunton office. This target‑driven professional will be responsible for delivering annual lead generation targets through outbound calling and diary management.

Why join us?

Join a collaborative, inclusive culture committed to sustainability and charity. Ranked among the UK’s top 50 Best Large Companies to Work For in 2024, the Group offers career and development opportunities, with all profits going to charity.

What You’ll Be Doing

• Respond proactively to all new leads from the website and external adverts
• Provide professional support and advice to clients ensuring high service and satisfaction
• Consistently maintain records on the lead management system, maximizing conversion rates
• Represent the company professionally at external events such as conferences and client visits
• Ensure all work is handled in a professional and timely manner

What you’ll need to have

• Confidence and capability to build rapport with clients over the telephone and at exhibitions
• Tenacious and motivated to meet and exceed sales targets
• Ability to generate leads (visits, quotes & renewal dates) effectively and in partnership with the wider team
• Organised, disciplined, and able to manage own workload and time
• Effective communication skills and flexibility when working closely with others

What makes you stand out

• Hold or willing to work towards a Chartered Insurance Institute Certificate in Insurance
• Proven telephone or customer service experience

What we offer

• 28 days annual leave plus bank holidays
• Your birthday off
• Group Personal Pension
• Bonus scheme
• Holiday buy scheme
• Health and wellbeing benefits, company cash plan, income protection, life assurance
• Enhanced sick pay and parental leave
• Support and funding toward study and professional qualifications
• Paid time off for volunteering

Hear from the hiring manager

“We're looking for a confident, motivated individual who enjoys speaking with people and would thrive in an outbound phone-based role. As a Client Liaison Adviser, you’ll be the first point of contact for potential clients, helping to book appointments for our specialist insurance services. If you are target-driven, have excellent communication skills and want to be part of a growing friendly team, we'd love to hear from you.”

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients, including niche scheme insurance for Healthcare professionals, expert insurance for commercial motor vehicles, broker‑to‑broker services, and personal insurance services for homeowners. The Lloyd & Whyte Group is split into five different client divisions.

Benefact Group, an international financial services group owned by a charity, has given £250 million to charity since 2014 and aims to become the UK’s number one corporate donor.

We believe it’s essential to attract, empower, grow and reward talented people. Our inclusive culture values people with diverse backgrounds and welcomes applications from everyone.