Personal Client Account Manager

4 weeks ago

West Midlands, United Kingdom Candidate Source Limited Full time
Do you work in customer service, customer sales or hospitality and are looking for a new challenge, wanting to work sociable business hours and have bank holidays back? Do you have exceptional customer service skills and a passion for working with people? We have an exciting opportunity for you

An independent Insurance Brokers based in Edgbaston are looking for a Personal Client Manager. Along with a salary of £24,000 per annum, you will also receive a monthly KPI bonus, 25 days holiday + Bank Holidays + an extra day off at Christmas, company sick pay, a Medicash health plan, service & value awards and a casual dress code.

You will be responsible for building and maintaining strong relationships with customers. You will have your own client book which you will manage throughout the customers journey, being their primary point of contact, providing expert guidance, insurance solutions and exceptional customer service. Your role is vital in ensuring that clients receive the best possible insurance cover while fostering long-term partnerships.

As Personal Client Manager, your duties and responsibilities will include:
  • Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer in all aspects of the role: new business, renewals, midterm adjustments, queries, and premium financing arrangements
  • Provide expert insurance advice, guidance, and recommendations, ensuring they have the appropriate cover for their assets
  • Advising on existing products in accordance with their needs
  • Regularly review insurance policies to identify gaps in coverage and propose adjustments or additional polices as needed
  • Identify opportunities for cross-selling and upselling additional insurance products to meet evolving needs
Were looking for a Personal Client Manager with:
  • A minimum GCSE at grade C/4 in Maths and English
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook)
  • A desire to enter a dynamic and values driven work environment.
  • Excellent Customer Service skills
Experience

Customer Service, Sales, Hospitality

If youre looking for an opportunity where youll have your own account, working for a company who will support your career progression, learning new skills and having fun along the way, then this could be the opportunity for you

To apply for this role as Personal Client Manager, please click apply online and upload an updated copy of your CV.

Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.

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