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Client Liaison Adviser
Benefact Group. Engage with prospective new clients as the first contact point to generate renewal dates leads .
Posted 10/27/2026full-timeTaunton • United KingdomMid-LevelSenior💰 £25,000 - £29,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and networking skills to engage clients and generate leads, while effectively managing appointments and relationships. Proficient in producing reports and utilizing IT skills to support business development in the insurance sector.
Highest-signal resume keywords
Client Relationship ManagementLead GenerationAppointment CoordinationCommunication SkillsChartered Insurance Institute Certificate in Insurance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Confident CommunicationProactive ApproachSociable NetworkingTenacityAnalytical Skills
Certifications & Qualifications
Chartered Insurance Institute Certificate in Insurance
Industry Keywords
UK Insurance IndustryBusiness DevelopmentSales PlansManagement InformationClient Experience
About the role
Key responsibilities & impact- Engage with prospective new clients as the first contact point to generate renewal dates leads
- Arrange and book new business appointments for Account Executives
- Proactively follow up leads and enquiries through telephony and email
- Work with branches to integrate sales plans in existing and relevant new markets
- Produce management information and reports for business development and regional development meetings
Requirements
What you’ll need- Confident and capable in communicating, networking, presenting, managing relationships and providing an excellent client experience
- Driven, tenacious and pro-active to new challenges
- Sociable networker who likes to build relationships internally and externally
- Ability to coordinate and manage multiple diaries and appointments
- IT literate and analytical
- Previous experience within the UK Insurance industry (desired, but not essential)
- Chartered Insurance Institute Certificate in Insurance
- Driven around the values of Fun, Supportive, Professional, Working in Partnership and Ambitious
Benefits
Comp & perks- 28 days annual leave plus bank holidays
- Your birthday off
- Group Personal Pension
- Bonus scheme
- A holiday buy scheme
- Health and wellbeing benefits
- Company cash plan
- Income protection
- Life assurance
- Enhanced sick pay and parental leave
- Support and funding toward study and professional qualifications
- Paid time off for volunteering
- Hybrid working