Client Liaison Adviser/Affinity Gi Jobs in Leicester – England at Lloyd Whyte

Title: Client Liaison Adviser/Affinity Gi

Company: Lloyd Whyte

Location: Leicester – England

Type: Full Time

Category: Sales

Position:  Lloyd Whyte: Client Liaison Adviser (Affinity Gi)
Key Purpose

To deliver annual lead generation targets through effective outbound calling techniques and diary management in support of the business strategy.


Achieve individual objectives and key performance indicators as set and agreed

Be pro-active and maximise all business opportunities through alignment of process and effective understanding of client needs

Respond proactively and effectively to all new leads from the website and any external advertisements

Provide 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

Improve lead quality through pipeline cleanse projects and targeted campaigns

Ensure all work is handled in a professional and timely manner

Adhere to all Company, regulatory and compliance guideline requirements

Be professional & pro-active when representing the Company at external events such as conferences and client visits when required

Maintain and develop own technical competence

Support colleagues from all areas of the business as required

ResponsibilitiesSpecific to Senior Adviser

To assist in the maintenance, monitoring and delivery of the core KPIs, processes and functions directly linked to team success

Coach and develop team members

Assist in quality assessment, monitoring and sign off of team members

Handle a variety of complex work and referrals

Be proactive & analytical in day to day role and when liaising with the management team

Involvement with projects assigned by managers or senior management

Skills & Behaviours

Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious

Confident and capable of building rapport with clients over the telephone and at exhibitions to provide an excellent client experience

Tenacious and motivated towards meeting and exceeding sales targets

Able togenerate 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 tocommunicate effectively with others whilst working closely and flexibly

Ability towork in a regulated, compliant and client focused environment

IT Literate

QualificationsChartered  Insurance Institute Certificate in Insurance

About Lloyd Whyte