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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 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 25000 - 35000 £ 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 out-reach, 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.
Hear from the hiring manager
We support clients through the life cycle of their policy by building strong relationships, resolving queries, and working with colleagues to deliver excellent service.
About the Company
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 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 Liaison Adviser in Eastleigh employer: Ecclesiastical Insurance UK
Contact Detail:
Ecclesiastical Insurance UK 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 a lot of calling 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 you’re proactive!
✨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 gesture that keeps you on their radar and shows your enthusiasm for the role. Remember, we want to stand out!
We think you need these skills to ace Client Liaison Adviser in Eastleigh
Some tips for your application 🫡
Be Yourself: When writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your enthusiasm for the role and the company.
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the Client Liaison Adviser role. Mention specific examples that demonstrate your interpersonal skills and ability to build relationships.
Keep It Clear and Concise: We appreciate clarity! Make your application easy to read by using clear language and keeping it concise. Avoid jargon unless it’s relevant to the role, and ensure your key points stand out.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll find all the info you need about the role and our company culture there.
How to prepare for a job interview at Ecclesiastical Insurance UK
✨Know Your Stuff
Make sure you understand the products and services offered by Lloyd & Whyte. Familiarise yourself with the insurance industry basics and the specific offerings of the Business Choice Direct team. This 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 role-play common interview scenarios with a friend to get comfortable with building rapport and managing conversations effectively.
✨Show Your Organisational Skills
Be prepared to discuss how you manage your time and tasks. Bring examples of how you've kept records or managed outreach in previous roles. Highlighting your organisational skills will demonstrate that you're ready to handle the day-to-day business development admin tasks.
✨Ask Insightful Questions
Prepare thoughtful 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 the team and grow within the company. It’s a great way to leave a lasting impression!
