Client Services Adviser at Benefact Group

Eastleigh, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

28 Jan, 26

Salary

23500.0

Posted On

30 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Experience, Regulated Environment, Organizational Skills, Resourcefulness, Deadline Driven, Attention to Detail, Interpersonal Skills, Communication Skills, Relationship Management, Listening Skills, Technical Competence, Proactive Approach, Insurance Knowledge, Policy Support, Lead Generation, Compliance

Industry

Financial Services

Description

Salary: Starting from £23,500.00 (depending on experience) Working hours: 37.5 hours per week Duration: Permanent Location: Eastleigh About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Client Services Adviser to join our Business Choice Direct team in their Eastleigh office. The purpose of this role is to 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 top 50 Best Large Companies to Work For in 2024, 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 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 Excellent interpersonal skills with ability to communicate well verbally and in the written word, listening, relationship management and communication skills Chartered Insurance Institute Certificate in Insurance 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 "At Business Choice Direct 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 aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone. If you need any additional support during therecruitment process, then please let us know. *Directory of Social Change’s UK Guides to Company Giving 2017-26

Responsibilities

Provide professional support and advice to clients throughout the life cycle of their policy, ensuring high levels of service and client satisfaction. Maximize business opportunities by advising clients on potential gaps in cover and promoting insurance reviews.