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For Companies At a Glance
- Tasks: Engage with clients, gather information, and build strong relationships to drive sales.
- Company: Join Lloyd & Whyte, part of Benefact Group, a top-rated employer in the UK.
- Benefits: Enjoy 28 days leave, birthday off, bonus schemes, and health benefits.
- Why this job: Make a difference while developing your career in a supportive, inclusive environment.
- Qualifications: Strong communication skills and a knack for building rapport are essential.
- Other info: Be part of a charitable organisation that values diversity and community.
The predicted salary is between 21000 - 29000 £ per year.
Salary: Starting from £25,000.00 (depending on experience), plus bonus potential
Working hours: 37.5 hours per week
Duration: Permanent
Location: Eastleigh
About the role
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.
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
- 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 outreach, 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.
What you’ll need to have
- 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.
What makes you stand out
- Previous relevant experience within a similar role.
- Previous experience in the Insurance Industry or similar, preferred but not required.
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.
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 welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know.
Client Liaison Adviser in Eastleigh employer: Ecclesiastical Insurance Group
Contact Detail:
Ecclesiastical Insurance Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Liaison Adviser in Eastleigh
✨Tip Number 1
Get to know the company inside out! Research Lloyd & Whyte and their values, especially their commitment to charity and community. 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 the role involves contacting prospects, make sure you’re comfortable chatting on the phone. Try role-playing with a friend or family member to build your confidence and refine your pitch.
✨Tip Number 3
Network like a pro! Use LinkedIn to connect with current employees at Lloyd & Whyte. A friendly message can go a long way in getting insider tips and maybe even a referral. Plus, it shows your initiative!
✨Tip Number 4
Don’t forget to follow up! After any interview or networking chat, send a quick thank-you email. It’s a simple way to stand out and reinforce your interest in the role. And remember, apply through our website for the best chance!
We think you need these skills to ace Client Liaison Adviser in Eastleigh
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. This shows us that you’ve done your homework and are genuinely interested in the position.
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 well-structured applications that get straight to the heart of your qualifications.
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 do!
How to prepare for a job interview at Ecclesiastical Insurance Group
✨Know Your Stuff
Make sure you understand the products and services offered by Lloyd & Whyte. Familiarise yourself with the insurance industry basics, as well as the specific offerings of the Business Choice Direct team. This knowledge will help you answer questions confidently and show your genuine interest in the role.
✨Practice Your Communication Skills
As a Client Liaison Adviser, strong communication is key. Practice articulating your thoughts clearly and concisely. You might want to do mock interviews with friends or family, focusing on how you build rapport and manage relationships over the phone and in writing.
✨Show Your Organisational Skills
Be prepared to discuss how you stay organised and manage your time effectively. Bring examples of how you've maintained accurate records or handled multiple tasks simultaneously in previous roles. This will demonstrate your ability to thrive in a deadline-driven environment.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, the types of clients you'll be working with, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
