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Client Relationship Manager
3 months ago
Client Relationship Manager
Location: Theale
Salary: £35,000 - £38,000
Hours: Full-time – Monday to Friday
Benefits:
- Ongoing opportunities for career advancement and professional development.
- Pension contributions and employee benefit schemes.
- A supportive and collaborative workplace culture.
About the Company
Brave Human Capital Group is a highly regarded organization within the insurance sector, consistently recognized for its outstanding products and exemplary customer service. With over a century of experience, they operate from local offices, ensuring that community engagement remains central to their mission.
Position Overview
Brave Human Capital Group is excited to present an exceptional opportunity for a Client Relationship Manager to join their dynamic team. In this role, you will be tasked with overseeing an established portfolio of clients, promoting and cross-selling a diverse range of products, including Financial Services, Risk Management Services, and various Motor and Personal General Insurance offerings.
Key Responsibilities:
- Assessing and identifying the commercial insurance requirements of potential clients and providing guidance on suitable insurance solutions.
- Conducting business transactions in compliance with regulatory standards while maintaining a customer-focused approach.
- Leveraging training, support, and resources to gain a comprehensive understanding of target commercial sectors and relevant insurance products.
Qualifications and Skills:
- Proven experience working with High-Net-Worth clients is essential.
- Exceptional verbal and written communication skills.
- Strong organizational abilities with the capacity to manage a demanding workload and prioritize effectively.
- Minimum GCSE C grade (or equivalent) in Mathematics and English.
- Demonstrated problem-solving skills, attention to detail, and a proactive approach to decision-making.