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Client relationship manager

beBeeInsurancespecialist
Client relationship manager
Posted: 1 November
Offer description

Insurance Professional Opportunity

About the Role:

This is a fully office-based position where you'll work face-to-face with customers handling calls and enquiries from existing and new clients. You'll assist people with new quotes, policy changes, MTAs, and queries about renewals.

Responsibilities include advising clients on car, home, and commercial vehicle policies, handling new business quotes, payments, and customer queries (phone and walk-in), working as part of a supportive team in-office, and engaging with both new and existing clients.

Requirements:

The ideal candidate has at least 1 year's experience in an insurance role (broker or insurer) and is actively working towards their APA qualification through the Insurance Institute. A background in sales and genuine interest in helping people are also essential.

Additional requirements include being comfortable working as part of a team, happy to meet customers face-to-face, and having a strong understanding of personal lines insurance.

What We Offer:

A competitive salary, pension contribution, 20 days annual leave, full support with APA exams and CPD, two offices, and a strong, loyal client base. The company prioritizes staff development and provides full training and development support.

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