Benefact Group

Executive

• Drive Sales & Growth - Achieve individual and team targets through proactive prospecting, outbound campaigns, and strategic client engagement.
• Client Relationship Management - Build and maintain strong relationships via review meetings, mid-term visits, and tailored advice to exceed client expectations and maximise cross-sell opportunities.
• Operational Excellence - Manage leads, meetings, and income generation through effective diary systems, activity tracking, and SMART time/resource planning.
• Collaborative & Professional Representation - Partner with colleagues to maximise commercial opportunities and represent Lloyd & Whyte professionally at external events and industry forums.

Development Executive

Strategy

• Define and deliver a digital strategy aligned to business objectives, customer needs, market trends, and performance insights.
• Evaluate the effectiveness, adoption, and future direction of key digital platforms, including Buy Online (BOL) and the Funeral Director Portal.
• Recommend opportunities to enhance, simplify, or optimise digital products, identifying risks, inefficiencies, duplication, and cost-to-serve improvements.
• Benchmark competitor digital propositions and partner tools to identify opportunities for competitive advantage and differentiation.
• Develop and maintain a prioritised digital roadmap, sequencing initiatives based on strategic value, business impact, and feasibility.
• Build evidence-based business cases, quantifying revenue growth, efficiency gains, cost reduction, and return on investment.
• Define ownership and accountability models across technology, proposition, marketing, and digital capabilities, addressing governance gaps where required.
• Establish effective governance and prioritisation frameworks to support ongoing digital performance and decision-making.
• Present strategic insights and recommendations to executive stakeholders, enabling informed decision-making and investment choices.

Digital Strategy Manager

General

• Deliver annual lead generation targets through effective outbound calling techniques and diary management in support of the business strategy
• 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 & pro-active 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

Client Liaison Adviser

Account Executive

• Undertaking telephone-based quotes with potential clients using fact find to capture data.
• Researching the market and providing quotes and information to clients relevant to the protection they require
• Overcoming objections and promoting the key selling features of the recommended insurer
• Liaising with underwriters to gain an idea if cover will be covered and on what terms to advise client

Sales Executive

Account Manager

• Deliver exceptional value through outsourced claims management arrangements, by optimising usage to minimise overall indemnity spend, including fees.
• Develop and maintain best practise decision processes for supply chain usage, working with the claims team to achieve the required service levels while containing costs and indemnity spend.
• Working closely with the Claims Leadership Team to manage, monitor and develop effective MI analysis, tendering and competitive fee structures that drive performance and cost.
• Analyse, review, and reporting of supplier led claims trends, including advice to the company on emerging risk or issues likely to impact on underwriting, claims handling or reserving policy.
• Develop key strategies aligned to business objectives, providing regular insight and reporting and escalation where appropriate in line with Risk monitoring and governance procedures.
• Deliver a risk-based audit and evaluation programme to ensure that cost targets and customer service outcomes are achieved across claims.
• Maintain and be instrumental to the oversight and delivery of the Benefact Groups SS2/21 Outsourcing & Third Party Risk Management framework, actively supporting compliance with regulatory obligations.
• Establish and maintain a high level profile within the Insurance Market to monitor key trends, risks and potential new strategies or solutions, which may benefit the Claims department future strategy.

Supplier Relationship Manager

Controller

• Provide an effective professional credit control service to the business
• Maintain up to date worksheets to provide performance figures and effectively manage collection activity to maximise cash collection and minimise bad debt
• Communicate and liaise with internal and external contacts, providing a prompt and accurate service mostly via telephone
• Produce Regional reports highlighting credit performance results and key issues
• Promptly and accurately escalate credit issues as appropriate
• Deliver accurate MI within defined timescales
• Produce appropriate documentation to be used in both internal and external settings ensuring quality is in line with requirements
• Assist as required with Ad hoc projects

Credit Controller

Backend Engineer

• Design and deliver a proof of concept integrating a modern offsite rating platform
• Build an integration utility to connect external rating services
• Produce clear technical documentation for internal teams

Lead Python Developer

• Achieve individual and team targets through proactive prospecting, outbound campaigns, and strategic client engagement
• Build and maintain strong relationships via review meetings, mid-term visits, and tailored advice to exceed client expectations and maximise cross-sell opportunities
• Manage leads, meetings, and income generation through effective diary systems, activity tracking, and SMART time/resource planning
• Partner with colleagues to maximise commercial opportunities and represent Lloyd & Whyte professionally at external events and industry forums

Underwriter

• Analyze risks, assess underwriting submissions, and make sound decisions.
• Develop, negotiate, and manage a portfolio of accounts in alignment with Ecclesiastical’s strategic goals.
• Build and maintain strong relationships with customers, brokers, and internal stakeholders, providing exceptional customer service.
• Plan, prioritize, and manage individual tasks to meet agreed objectives and SLAs.
• Operate within the Ecclesiastical framework and promptly escalate potential risks.

Senior Underwriting Specialist

Content Marketing Manager

• Develop and deliver Benefact Trust’s content and campaign plans to grow awareness, engagement and impact
• Write high-quality thought leadership content, articles, media commentary, press releases and campaign materials
• Plan, manage and deliver content filming days, including scriptwriting and coordinating content production
• Identify and drive reactive media opportunities that raise the Trust’s profile and demonstrate our expertise and impact
• Manage, create and deliver integrated marketing campaigns across digital, social, email, website and media channels
• Work with beneficiaries and stakeholders to identify and share compelling stories and impact
• Monitor campaign performance and provide reporting and recommendations

Senior Content Marketing Specialist

Product Manager

• Take ownership of the Workday platform
• Stabilise and optimise the live Finance platform
• Establish product roadmap and governance model
• Partner with finance department
• Define processes for future rollout

Workday Product Owner

Actuary

• Support the provision of Actuarial Risk management across the Benefact Group
• Run an annual ‘model outputs’ validation report including diversification benefit and comparison to standard formula
• Deep dive validation tests for targeted areas of risk
• Compile an Actuarial Function opinion on underwriting and pricing
• Independent review and challenge of business plan actuarial assumptions

Interim Actuarial Model Validation – Inside IR35 Contract

Insurance

• Manage and grow a portfolio of SME commercial clients whilst handling renewals, MTAs and risk reviews, delivering high‑quality and tailored advice to our clients
• Drive business development by proactively generating and converting new business opportunities, maximise cross-selling prospects, meeting agreed growth targets, building strong relationships with prospects, clients and insurer partners
• Oversee daily workflow and productivity; maintain FCA compliance, client‑money standards and quality assurance, in line with business required standards
• Represent the business at key exhibitions and networking events, maintaining up to date sector insight while uncovering new business opportunities

Commercial Insurance Manager

Claims Specialist

• Oversee the Marine Leisure claims portfolio, ensuring performance aligns with KPIs, business strategy, and a consistent, compliant claims philosophy
• Deliver portfolio analysis and MI—identifying trends, loss ratios, and emerging risks—to drive data‑led decision making and support senior leadership insight
• Manage complex and major losses across Hull, Machinery and Equipment, Salvage and Third-Party Liability leading full lifecycle handling from FNOL to settlement
• Direct investigations with surveyors, loss adjusters, forensic specialists, legal counsel, and brokers, ensuring accurate coverage, liability assessment, and negotiation
• Maintain accurate reserving in line with philosophy, monitoring development and adjusting proactively, while identifying fraud, subrogation, and recovery opportunities
• Oversee delegated claims authority arrangements, ensuring strong governance, due diligence, audit delivery, and adherence to service standards
• Maintain effective partnerships with MGA stakeholders through clear frameworks, reporting protocols, and performance oversight
• Serve as the primary technical referral point for Marine claims, supporting capability development across internal teams
• Build and maintain strong relationships with MGAs, brokers, customers, and external experts to enable effective claims resolution
• Ensure claims handling meets regulatory and internal governance requirements, managing complaints to deliver fair outcomes and identify root‑cause improvements.

Development Executive

Digital Strategy Manager

Client Liaison Adviser

Sales Executive

Supplier Relationship Manager

Credit Controller

Account Executive

Lead Python Developer

Account Executive

Senior Underwriting Specialist

Senior Content Marketing Specialist

Workday Product Owner

Interim Actuarial Model Validation – Inside IR35 Contract

Commercial Insurance Manager

Interim Technical Claims Specialist – Marine Leisure