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- Tasks: Provide exceptional client service and advice to maximise satisfaction and retention.
- Company: Join Lloyd & Whyte, part of Benefact Group, a top-rated employer in the UK.
- Benefits: Enjoy 28 days leave, bonus potential, health benefits, and support for professional development.
- Why this job: Kickstart your career in insurance with a supportive and ambitious team.
- Qualifications: Customer service experience and a passion for helping clients succeed.
- Other info: Be part of a charitable organisation making a real difference in the community.
The predicted salary is between 25000 - 25000 £ per year.
Salary: Starting from £25,000.00 (depending on experience) + bonus potential
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Stevenage
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Client Service Adviser to join the Affinity GI team in their Stevenage office. As a Client Service Adviser, you will be ambitious and looking to develop your career in insurance. You will provide exceptional service and advice to clients in order to maximise client satisfaction, maintain high retention levels and achieve income targets in support of the business strategy.
Why join us?
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.
What you’ll be doing
- Provide a proactive and responsive renewal service using best endeavours to retain clients at renewal through promotion of key selling features and effective liaison with insurers
- Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction
- Ensure all policy administration is dealt with in a professional and timely manner
- Underwrite scheme policies within underwriting authority level & referral guidelines
- Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible
What you’ll need to have
- Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Ability to work in a regulated, compliant and client focussed environment
- Organised, resourceful, deadline driven and supportive of the wider team
- Quality orientated with great attention to detail
What makes you stand out
- Hold or willing to work towards Chartered Insurance Institute Certificate in Insurance
- Previous customer service experience
What we offer
- 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
Hear from the hiring manager
“We’re looking for a confident, motivated individual who enjoys speaking with people and would like to grow a career in insurance. 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. 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 have been the 3rd largest UK corporate donor over a decade, having given away £250 million since 2014. 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.
Client Service Adviser in Stevenage employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Adviser in Stevenage
✨Tip Number 1
Network like a pro! Reach out to people in the insurance industry, especially those at Lloyd & Whyte. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by practising common questions. Think about how your skills align with their values of being Fun, Supportive, and Ambitious. Show them you’re not just a fit for the role, but for their culture too!
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows you’re genuinely interested in the position.
✨Tip Number 4
Apply through our website for the best chance! It’s the easiest way for us to see your application and get you in front of the right people quickly.
We think you need these skills to ace Client Service Adviser in Stevenage
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to express your enthusiasm for the role and how you align with our values of being Fun, Supportive, and Ambitious.
Tailor Your Application: Make sure to tailor your application specifically for the Client Service Adviser role. Highlight your relevant experience and skills that match the job description, especially your customer service background and ability to build rapport over the phone.
Be Clear and Concise: Keep your application clear and to the point. Use bullet points where possible to make it easy for us to read. Remember, we appreciate attention to detail, so double-check for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at Lloyd & Whyte!
How to prepare for a job interview at Benefact Group plc
✨Know Your Stuff
Before the interview, make sure you understand the insurance industry and the specific role of a Client Service Adviser. Familiarise yourself with common insurance terms and concepts, as well as the services offered by Lloyd & Whyte. This will help you answer questions confidently and show your genuine interest in the position.
✨Showcase Your People Skills
As this role involves building rapport with clients, be prepared to demonstrate your communication skills. Think of examples from your past experiences where you've successfully interacted with customers or resolved issues. Highlight your ability to provide exceptional service and how you can contribute to client satisfaction.
✨Be Proactive and Ambitious
Lloyd & Whyte values ambition and proactivity. During the interview, share instances where you've taken the initiative in previous roles or projects. Discuss your career goals and how you see yourself growing within the company. This will align with their culture and show that you're a great fit for their team.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of the interview. This could include inquiries about the team dynamics, opportunities for professional development, or how success is measured in the role. Asking questions not only shows your interest but also helps you determine if the company aligns with your values and career aspirations.