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- Tasks: Engage with clients, generate leads, and support insurance sales through effective communication.
- Company: Join Lloyd & Whyte, part of Benefact Group, a top-rated employer in the UK.
- Benefits: Enjoy 28 days annual leave, bonus schemes, and health benefits.
- Why this job: Kickstart your career in insurance sales with a supportive and inclusive team.
- Qualifications: Confident communicator with a drive to meet sales targets.
- Other info: Be part of a purpose-led organisation that gives back to charity.
The predicted salary is between 22000 - 25000 £ per year.
Salary: Starting from £23,500.00 (depending on experience)
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 Liaison Adviser to join the MedMal team in their Stevenage office.
The ideal candidate will be a target driven professional keen to embark on their insurance sales career. Within this role, you will be responsible for delivering 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.
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
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Responding proactively and effectively to all new leads from the website and any external advertisements
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Providing professional support and advice to clients ensuring high levels of service and client satisfaction
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Consistently maintain records on the lead management system maximising lead to conversion rates
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Be professional & pro-active when representing the Company at external events such as conferences and client visits when required
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Ensure all work is handled in a professional and timely manner
What you\’ll need to have
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Confidence and capability of building rapport with clients over the telephone and at exhibitions to provide an excellent client experience
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Be tenacious and motivated towards meeting and exceeding sales targets
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Ability to generate leads (visits, quotes & renewal dates) working effectively and in partnership with the wider team
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Organised, disciplined and measured in managing own workload and time
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Ability to communicate effectively with others whilst working closely and flexibly
What makes you stand out
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Hold or willing to work towards Chartered Insurance Institute Certificate in Insurance
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Proven telephone or customer service experience
What we offer
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28 days annual leave plus bank holidays
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Your birthday off
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Group Personal Pension
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Bonus scheme
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A holiday buy scheme
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An array of health and wellbeing benefits, company cash plan, income protection and life assurance
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Enhanced sick pay and parental leave
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Support and funding toward study and professional qualifications
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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 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.
*Directory of Social Change’s UK Guides to Company Giving
Client Liaison Adviser employer: Benefact Group
Contact Detail:
Benefact Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Liaison Adviser
✨Tip Number 1
Get to know the company inside out! Research Lloyd & Whyte and their values, especially their commitment to charity. This will help you connect with them during interviews and show that you're genuinely interested in being part of their mission.
✨Tip Number 2
Practice your phone skills! Since this role is all about outbound calling, grab a friend or family member and do some mock calls. Focus on building rapport and handling objections like a pro – it’ll make you feel more confident when it counts.
✨Tip Number 3
Network like a champ! Attend industry events or local meetups where you can meet people from the insurance sector. You never know who might have a lead or advice that could help you land that Client Liaison Adviser role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re proactive and keen to join the team at Lloyd & Whyte. Don’t forget to follow up after applying – a little nudge can go a long way!
We think you need these skills to ace Client Liaison Adviser
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A touch of humour or a personal story can make your application stand out.
Tailor Your Application: Make sure to tailor your application to the Client Liaison Adviser role. Highlight your relevant experience and skills that match the job description. We love seeing how you connect your background to what we do!
Be Clear and Concise: Keep your application clear and to the point. Use bullet points for key achievements and avoid long-winded sentences. We appreciate straightforward communication, just like you'll need in the role!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to navigate!
How to prepare for a job interview at Benefact Group
✨Know Your Stuff
Before the interview, make sure you understand Lloyd & Whyte's services and their target market. Familiarise yourself with the insurance industry basics, especially around lead generation and client management. This will help you answer questions confidently and show your genuine interest in the role.
✨Show Off Your Communication Skills
As a Client Liaison Adviser, you'll need to build rapport over the phone. Practice your phone etiquette and be ready to demonstrate your communication skills during the interview. You might even want to prepare a few examples of how you've successfully engaged clients in the past.
✨Be Target-Driven
Since this role is all about meeting sales targets, come prepared with examples of how you've met or exceeded targets in previous roles. Highlight your tenacity and motivation, and be ready to discuss strategies you’ve used to generate leads and convert them into sales.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, and growth opportunities. This shows that you're not just interested in the job, but also in how you can contribute to and grow within the company.
