Client Liaison Adviser (Affinity GI) - Taunton

Responsibilities

• Achieve individual objectives and key performance indicators as set and agreed
• Be pro-active and maximise all business opportunities through alignment of process and effective understanding of client needs
• Respond proactively and effectively to all new leads from the website and any external advertisements
• Provide 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
• Improve lead quality through pipeline cleanse projects and targeted campaigns
• Ensure all work is handled in a professional and timely manner
• Adhere to all Company, regulatory and compliance guideline requirements
• Be professional & pro-active when representing the Company at external events such as conferences and client visits when required
• Maintain and develop own technical competence
• Support colleagues from all areas of the business as required

Skills & Behaviours

• • Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
  • Confident and capable of building rapport with clients over the telephone and at exhibitions to provide an excellent client experience
  • Tenacious and motivated towards meeting and exceeding sales targets
  • Able 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
  • Ability to work in a regulated, compliant and client focused environment
  • IT Literate

Qualifications & Experience

• Chartered Insurance Institute Certificate in Insurance