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Client Relationship Manager

3 months ago

Theale, United Kingdom Brave Human Capital Group Full time

Position: Account Manager

Location: Theale

Salary Range: £35,000 - £38,000

Working Hours: Full-time – Monday to Friday

Employee Benefits:

  • Ongoing opportunities for career advancement and professional development.
  • Pension contributions along with employee benefit schemes.
  • A supportive and collaborative workplace culture.

About the Company

Brave Human Capital Group is a well-respected and established entity in the insurance sector, known for its commitment to quality service and innovative products. With a legacy spanning over a century, the organization prides itself on fostering strong community ties through local offices.

Role Overview

We are seeking a dedicated Account Manager to oversee a portfolio of clients. The successful candidate will be tasked with promoting and cross-selling a diverse range of products, including Financial Services, Risk Management Services, as well as Motor and Personal General Insurance offerings.

Key Responsibilities:

  • Assessing and determining the commercial insurance requirements of potential clients while providing expert advice on suitable insurance solutions.
  • Conducting business transactions in compliance with regulatory standards, maintaining a focus on customer satisfaction.
  • Performing comprehensive reviews of existing client policies through various communication channels, including in-person consultations.
  • Cross-promoting the full spectrum of available products, encompassing financial and risk management services.
  • Establishing a strong professional presence within the office by delivering effective insurance solutions to corporate clients.
  • Efficiently managing time to balance client reviews, preparatory work, and additional responsibilities.

Qualifications and Skills:

  • Proven experience in dealing with High-Net-Worth clients is essential.
  • Exceptional verbal and written communication abilities.
  • Strong organizational skills with the capacity to handle a demanding workload and prioritize effectively.
  • Minimum GCSE C grade (or equivalent) in Mathematics and English.
  • Ability to solve problems, demonstrate attention to detail, and exercise initiative and sound judgment.