Lloyd & Whyte
Client Liaison Adviser
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Salary: Starting from £25,000.00
Working hours: 37.5 hours per week, Monday to Friday
Duration: Permanent
Location: Billericay
About The Role
Direct Corporate Risks part of our Lloyd & Whyte Specialist Broking Division, who are proudly part of Benefact Group, are looking for a Client Liaison Adviser to join our Billericay office.
As a Client Liaison Adviser, you will deliver annual lead generation targets through effective outbound calling techniques and diary management 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
- Responding proactively and effectively to all new leads from the website and any external advertisements
- Providing 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
- Be professional & proactive when representing the Company at external events such as conferences and client visits when required
- Ensure all work is handled in a professional and timely manner
What you'll need to have
- Confidence and capability of building rapport with clients over the telephone and at exhibitions to provide an excellent client experience
- Be tenacious and motivated towards meeting and exceeding sales targets
- Ability 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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What makes you stand out
- Proven telephone or customer service experience
- Previous insurance experience
- Hold or willing to work towards 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 Direct Corporate Risks (DCR), we’re not just growing – we’re building something exceptional. Over the past few years, we’ve tripled our business, opened new regional offices, and developed a culture that blends commercial ambition with genuine collaboration. We’re proud of the people behind our success – driven, down-to-earth professionals who care about doing the right thing for our clients and each other."
About Us
Direct Corporate Risks is a specialist insurance broker established in 1996, with over 50 years of combined experience across our chosen sectors. Part of our Lloyd & Whyte Broking division we focus on Waste & Recycling, Haulage, and High Risk Liability, delivering expert advice and tailored solutions in the markets where we add the most value.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills