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

Working hours: 35 hours per week

Duration: Permanent

Location: South Wales (Swansea, Llanelli, Neyland)

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Client Liaison Adviser to join our Community Broking team in their South Wales office.

Role Purpose

To deliver annual lead generation targets through effective outbound calling techniques and diary management in support of the business strategy.

Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation. 

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
  • 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
  • Adhere to all Company, regulatory and compliance guideline requirements
  • Be professional & pro-active when representing the Company 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
  • To assist in the maintenance, monitoring and delivery of the core KPIs, processes and functions directly linked to team success
  • Coach and develop team members
  • Assist in quality assessment, monitoring and sign off of team members
  • Handle a variety of complex work and referrals
  • Be proactive & analytical in day to day role and when liaising with the management team
  • Involvement with projects assigned by managers or senior management

Knowledge, skills and experience

• Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
  • Confident and capable of building 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 & 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
  • IT Literate

What we offer

• 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

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 also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.

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 3rd 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.

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

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.

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