Client Liaison Adviser

Benefact Group

Client Liaison Adviser driving lead generation for Direct Corporate Risks, part of Benefact Group. Managing client relationships and ensuring high levels of service and satisfaction from the Billericay office.

Posted 7/18/2026full-timeBillericay • 🇬🇧 United KingdomMid-LevelSenior💰 £25,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in lead generation and client relationship management, with a strong focus on achieving sales targets and providing exceptional customer service. Proficient in managing workload effectively while maintaining high levels of professionalism and client satisfaction.

Highest-signal resume keywords

Lead GenerationClient Relationship ManagementSales Target AchievementCustomer Service ExperienceChartered Insurance Institute Certificate

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead ManagementOutbound Calling TechniquesDiary ManagementRecord MaintenanceLead Conversion

Soft Skills

ConfidenceRapport BuildingTenacityMotivationOrganizational Skills

Certifications & Qualifications

Chartered Insurance Institute Certificate in Insurance

Industry Keywords

Insurance ExperienceClient SatisfactionProfessional SupportExternal EventsSales Strategy

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Proven telephone or customer service experience
Previous insurance experience
Hold or willing to work towards Chartered Insurance Institute Certificate in Insurance

Benefits

Comp & perks

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