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Client Relationship Manager

3 months ago


Leeds, Leeds, United Kingdom Bartlett Group Full time
Position Overview

About Us

Founded in 1940, Bartlett Group stands as one of the premier independent insurance brokers and financial consultants in the UK.

With a steadfast commitment to our clients and workforce, we have garnered numerous accolades over the past three years, including recognition as the UK Broker of the Year and the UK's #1 Financial Adviser in the Financial Times Top 100.

Currently, the firm is under the stewardship of the third generation of the Bartlett family, serving a diverse clientele that ranges from manufacturing enterprises to large financial organizations. Our enduring relationships with clients span generations.

As we look towards the future, we are dedicated to fostering meaningful and rewarding careers for our employees across the UK, regardless of their position.

Joining Bartlett means contributing to our mission of supporting vulnerable youth both domestically and internationally, as we allocate 8% of our profits to grassroots initiatives. Over the past four years, we have successfully raised over a million pounds for various commendable causes.

We are actively seeking to expand our teams located at our headquarters. Being part of the larger Bartlett Group provides a unique opportunity to join a close-knit team during a significant growth phase while also enjoying the benefits of a larger organization.

Role Responsibilities

We have an opening in our well-established broking division, focusing on managing a variety of client accounts within the Corporate Risks sector. Our broking team comprises individuals with diverse levels of experience, from entry-level Team Brokers to seasoned Senior Brokers. While we prefer candidates with a minimum of two years in the industry, we are open to applicants with varying expertise, prioritizing the right fit for our team.

The ideal candidate may already manage their own client portfolio or be on the path to doing so, demonstrating the ability to handle various tasks such as renewal processes, mid-term adjustments, and coverage inquiries while consistently delivering exceptional service.

This role is crucial as you will support the broader business needs of both longstanding and new client relationships, collaborating with other departments to ensure outstanding service delivery. We seek a confident, experienced team player with a proven track record in effective negotiation and superior customer service.

Your Key Duties Will Include:

  • Executing essential administrative tasks to facilitate service delivery and renewal schedules.
  • Utilizing negotiation and relationship-building skills to maintain a profitable client portfolio.
  • Fostering positive working relationships both internally and externally.
  • Managing your workload effectively to meet service standards.
  • Employing excellent communication and client management skills to ensure an exceptional client experience.
  • Collaborating as a team player and assisting colleagues as needed.
  • Engaging in team initiatives and workshops.
  • Acquiring and maintaining the necessary technical knowledge to perform competently in your role, including completing required professional development hours annually.
  • Adhering to relevant regulatory standards.

Ideal Candidate Profile:

  • You possess relevant qualifications and are committed to ongoing professional development.
  • You demonstrate effective work habits, setting priorities and achieving goals.
  • You are recognized for your integrity, authenticity, and transparency.
  • You exhibit self-discipline and independence.
  • You consistently deliver strong performance, earning the trust of your colleagues.
  • You are adaptable to change and open to new challenges.
  • A minimum of two years of experience in the insurance sector is required.
  • Familiarity with the Acturis system is advantageous.
  • CII qualifications are preferred.

Benefits:

  • Competitive salary (details available upon request)
  • Enhanced pension contributions (5% employee, 7% employer)
  • Private healthcare coverage
  • Income protection plans
  • Wellbeing allowance for health and lifestyle expenses
  • 25 days of annual leave plus bank holidays (with options to buy/sell up to 5 additional days) increasing with tenure
  • Annual salary reviews
  • Modernized office facilities with amenities such as an onsite gym and wellbeing library
  • Regular social events
  • Volunteering leave allowance
  • And more

Note: Due to the high volume of applications, we are unable to provide feedback to all candidates. If you do not receive a response within 21 days, please consider your application unsuccessful.

Bartlett Group is an equal opportunity employer, welcoming applications from all qualified individuals regardless of race, gender, disability, religion/belief, sexual orientation, or age.

At Bartlett, we prioritize securing top-tier talent for our team, ensuring an exceptional candidate experience. We prefer direct engagement with candidates and do not require additional agency support for this role.