Client Relationship Manager
4 weeks ago
Account 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 entity in the insurance sector, known for its outstanding products and exceptional customer service. With a legacy spanning over a century, the company prioritizes community engagement and client management through local offices.
Position Overview
This role presents an exciting opportunity for an Account Manager to take charge of an established client portfolio. 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 identifying the commercial insurance requirements of clients and providing guidance on suitable insurance solutions.
- Conducting business transactions in compliance with regulatory standards while maintaining a customer-focused approach.
- Performing reviews of existing client policies through various communication channels, including email and phone interactions.
- Cross-selling the comprehensive suite of products, encompassing financial services and risk management solutions.
- Building a strong reputation within the organization for delivering effective insurance solutions to corporate clients.
- Efficiently managing time to balance client reviews, preparatory work, and additional responsibilities.
Qualifications and Skills:
- Demonstrated experience working with High-Net-Worth clients is essential.
- Exceptional verbal and written communication skills.
- Strong organizational abilities with a knack for managing a demanding workload and prioritizing tasks effectively.
- Minimum GCSE C grade (or equivalent) in Mathematics and English.
- Proven problem-solving skills, attention to detail, and a proactive approach to decision-making.
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Client Relationship Manager
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Theale, United Kingdom Brave Human Capital Group Full timeClient Relationship ManagerLocation: ThealeSalary: £35,000 - £38,000Hours: Full-time – Monday to FridayBenefits:Ongoing opportunities for career advancement and professional development.Pension contributions and employee benefit schemes.A supportive and collaborative workplace culture.About the CompanyBrave Human Capital Group is a highly regarded...
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