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- Tasks: Engage clients through effective communication and lead generation to drive sales.
- Company: Join Lloyd & Whyte, part of Benefact Group, a purpose-led organisation.
- Benefits: Enjoy 28 days leave, bonus schemes, and health benefits.
- Why this job: Kickstart your insurance career in a supportive and dynamic environment.
- Qualifications: Confident communicator with a passion for sales and customer service.
- Other info: Be part of a charity-driven company making a real difference.
The predicted salary is between 19500 - 26000 £ 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 Advisor 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.
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
- Responding proactively and effectively to all new leads from the website and any external advertisements
- Providing 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
- Be professional & pro-active when representing the Company at external events such as conferences and client visits when required
- Ensure all work is handled in a professional and timely manner
What you’ll need to have
- Confidence and capability of building rapport with clients over the telephone and at exhibitions to provide an excellent client experience
- Be tenacious and motivated towards meeting and exceeding sales targets
- Ability 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
What makes you stand out
- Hold or willing to work towards Chartered Insurance Institute Certificate in Insurance
- Proven telephone or customer service experience
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
We specialise in the primary medical healthcare space, which is niche, but makes each day interesting and enquiries in which we receive different. We are looking for someone who is dynamic, proactive, good at communicating, and is seeking the opportunity to start and build a career in a sector which is really growing.
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 Liaison Advisor in Stevenage employer: Ecclesiastical Insurance UK
Contact Detail:
Ecclesiastical Insurance UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Liaison Advisor in Stevenage
✨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 your personal goals with theirs during interviews.
✨Tip Number 2
Practice your phone skills! Since this role involves a lot of outbound calling, try role-playing with friends or family. The more comfortable you are on the phone, the better you'll perform when it counts.
✨Tip Number 3
Network like a pro! Attend industry events or webinars where you can meet people from the insurance sector. Building relationships can lead to valuable insights and even job opportunities.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Lloyd & Whyte.
We think you need these skills to ace Client Liaison Advisor in Stevenage
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Liaison Advisor role. Highlight your relevant experience and skills that match the job description, especially your ability to build rapport and meet sales targets.
Show Your Enthusiasm: Let your passion for the insurance industry shine through in your application. We want to see your motivation for joining our team and how you can contribute to our purpose-led organisation.
Be Professional and Clear: When writing your application, keep it professional yet approachable. Use clear language and structure your thoughts logically to make it easy for us to see why you’re a great fit for the role.
Apply Through Our Website: We encourage you to apply directly through our website. This way, you’ll ensure your application reaches us quickly and efficiently, and you’ll get to explore more about our company culture while you’re at it!
How to prepare for a job interview at Ecclesiastical Insurance UK
✨Know Your Stuff
Before the interview, make sure you understand Lloyd & Whyte's services and the insurance industry. Familiarise yourself with their client base and the specific role of a Client Liaison Advisor. This will help you answer questions confidently and show your genuine interest in the position.
✨Showcase Your Communication Skills
As this role involves building rapport with clients over the phone, practice articulating your thoughts clearly. Consider doing mock interviews with friends or family to refine your communication style. Highlight any previous customer service experience that demonstrates your ability to connect with clients.
✨Be Target-Driven
Since the role is target-driven, come prepared with examples of how you've met or exceeded targets in the past. Whether it's sales, lead generation, or any other measurable goal, having concrete examples will illustrate your motivation and tenacity.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, or 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 organisation.
