Lloyd Whyte

Client Liaison Adviser (Affinity GI)

Taunton, England, GB

Company: Lloyd Whyte

Category: Business and Financial Operations Occupations

Published on 2021-11-10T15:47:45.000000Z

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

Responsibilities Specific 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 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
Ability to work in a regulated, compliant and client focused environment
IT Literate


Chartered Insurance Institute Certificate in Insurance

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