Benefact Group
Client Service Adviser
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Client Service Adviser
Client Service Adviser – Affinity GI Team (Stevenage)
Salary & Benefits
- Salary: Starting from £25,000.00 (depending on experience) + bonus potential
- Working hours: 35 hours per week (Mon–Fri)
- Location: Stevenage
- Contract type: Permanent
About the Role
Lloyd & Whyte, part of Benefact Group, are seeking a Client Service Adviser to join their Affinity GI team in Stevenage.
As part of a collaborative and client-focused environment, you’ll provide exceptional service and advice, ensuring high satisfaction, strong retention rates, and income growth for the business. This is a fantastic opportunity for career development in the insurance sector.
We’re ranked among the UK’s 15 Best Big Companies to Work For (2025), with a mission to grow sustainably and support good causes. All profits go to charity.
What You’ll Do
- Manage policy administration with professionalism and efficiency
- Offer proactive client support throughout policy life cycles to enhance satisfaction
- Maximise business opportunities by:
- Notifying clients about alternative products (generating leads)
- Highlighting potential coverage gaps
- Encouraging insurance reviews for existing clients
- Provide a responsive renewal service to improve client retention
- Underwrite scheme policies within prescribed authority guidelines
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Person Specifications
Key Attributes
- Thrives in regulated and compliant environments
- Organised, resourceful, and deadline-driven
- Strong attention to detail
- Ability to build rapport on the phone for exceptional client service
- Embodies Fun, Supportive, Professional, Partnership, and Ambitious values
Ideal Experience
- Previous customer service experience
- CII Certificate in Insurance (bonus)
Who We Are
Lloyd & Whyte delivers specialist insurance services, from Healthcare scheme insurance and commercial motor solutions to personal insurance for high-value and landmark properties.
Promoting friendly competition and innovation, we aim for rapid growth while maintaining a culture of kindness, ambition, and inclusion. Our progressive Benefits Group, formed by charities and professionals, prioritises making work meaningful and supports diverse, passionate teams. We also offer coveted volunteering days.
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What We Offer
- 28 days annual leave + bank holidays
- Birthday off & company car schemes
- Group Personal Pension + bonus scheme
- Flexible holiday buy/sell scheme
- Expanded Wellbeing package (health & cash plan, life assurance, sick pay)
- Enhanced parental leave
- Study & professional qualifications support
- Paid volunteering time
"A confident, communications-driven graduate will succeed here. Be motivated, sales-minded, and eager to develop with a growing, supportive team. We’d love to hear from you." – Hiring Manager
Benefact Group values kindness, ambition, and contribution. We are charity-owned, seeking talented individuals who align with our sustainable, inclusive culture. Apply if you share our drive to grow, help, and innovate—everyone’s talents matter here. Assistance during recruitment is always available.
Source: UK Company Giving 2026 annual report.
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