Client Liaison Adviser Lloyd & Whyte · Eastleigh ·

Benefact group; Eastleigh; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services group in Eastleigh is looking for a Client Liaison Adviser to join their Business Choice Direct team. In this permanently positioned role, the successful candidate will be responsible for engaging with potential clients, gathering critical information, and building lasting relationships. Ideal applicants will be skilled in interpersonal communication, organised, and have a capacity for managing client relationships effectively, all within a supportive team setting. This position offers a starting salary from £25,000 with additional benefits.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Funding for professional qualifications

Paid time off for volunteering

Qualifications

• Excellent communication skills, both verbal and written.
• Confident in building rapport over the telephone.
• Organised and resourceful in a team environment.
• Ability to work in a client-focused and regulated setting.

Responsibilities

• Contact prospects to build relationships and gather renewal dates.
• Maintain records of outreach in the CRM system.
• Build trust with prospects and partners.
• Assist with business development administration tasks.

Skills

Excellent interpersonal skills

Relationship management

Organisational skills

IT literate

Tools

CRM systems

Job description

Salary:Starting from £25,000.00(depending on experience), plus bonus potential

Working hours:37.5hours 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 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 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."

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.

*Directory of Social Change’s UK Guides to Company Giving 2017-26