Customer Service Adviser

Benefact group; United Kingdom; On-site; GBP 23,000 - GBP 28,000; Full time

Job summary

A leading financial services company in Eastleigh is seeking a Customer Service Adviser to join their Business Choice Direct team. The ideal candidate will excel in providing exceptional service and advice to clients, ensuring high satisfaction and retention levels. Responsibilities include achieving performance objectives, supporting clients throughout their policy life cycle, and optimizing business opportunities. This role offers a collaborative culture, competitive salary, and supportive development opportunities.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Support for study and professional qualifications

Paid time off for volunteering

Qualifications

• Confident and capable of building rapport over the telephone.
• Ability to work in a regulated and client-focused environment.
• Organized, resourceful, and deadline-driven.

Responsibilities

• Achieve individual objectives and key performance indicators.
• Provide professional support and advice to clients.
• Maximize business opportunities and promote insurance reviews.

Skills

Customer service experience

Building rapport

Attention to detail

IT literacy

Organizational skills

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Salary: £23,500.00-£28,000.00 (depending on experience)

Working hours: 37.5 hours per week, Monday to Friday

Duration: Permanent

Location: Eastleigh

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Customer Service Adviser to join our Business Choice Direct (BDC) team in their Eastleigh office.

The ideal candidate will provide exceptional service and advice to clients in order to maximise client satisfaction, maintain high retention levels and achieve income targets 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

• Achieve individual objectives and key performance indicators as set and agreed

• Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction, supporting them with changes to their policy in a timely manner both on the telephone & Live Chat facility

• Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible

• Adhere to all Company, regulatory and compliance guideline requirements

• Maintain own technical competence

• Support colleagues from all areas of the business as required

What you'll need to have

• Confident and capable of building rapport over the telephone to provide an excellent client experience

• Ability to work in a regulated, compliant and client focussed environment

• Organised, resourceful, deadline driven and supportive of the wider team

• Quality orientated with great attention to detail

• IT literate

What makes you stand out

• Hold or willing to work towards Chartered Insurance Institute Certificate in Insurance

• Previous customer service experience

What we offer

• 28days 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 andparental leave

• Support and funding toward study and professional qualifications

• Paid time off forvolunteering

Hear from the hiring manager

Our team here is motivated and upbeat. 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