Client Relationship Manager

6 days ago


Swansea, City and County of Swansea, United Kingdom Benefact Group plc Full time
About the Role

We are seeking a talented Personal Lines Specialist to join our Community Broking team in Swansea.

This is a fantastic opportunity to advance your career and become a valued member of an inclusive, purpose-driven organisation with a rapidly growing and innovative Group.

Responsibilities
  • Achieve individual objectives and key performance indicators as set and agreed upon
  • Offer exceptional support and guidance to clients, ensuring unparalleled service and satisfaction
  • Respond promptly to client inquiries, handle renewals, and address mid-term adjustments with professionalism
  • Take initiative to inform clients about alternative products, identify potential gaps in coverage, and conduct thorough insurance reviews
  • Guarantee that all policy administration is completed efficiently and effectively
  • Focus on collecting client payments in accordance with company procedures in a timely manner
  • Comply with all Company, regulatory, and compliance guidelines at all times
  • Represent the Company professionally at external events, conferences, and client visits when required
  • Maintain and enhance your technical expertise
  • Collaborate with colleagues from various departments as needed
Qualifications and Skills
  • Knowledge of the UK insurance industry is preferred
  • Confident and capable of building strong relationships with clients over the phone
  • Ability to provide comprehensive advice based on thorough reviews and recommendations
  • Ability to work in a highly regulated, compliant, and client-centric environment
  • Organised, resourceful, deadline-driven, and supportive of the broader team
  • Highly attentive to details with a focus on quality
What We Offer
  • $45,000 - $55,000 per year (dependent on experience)
  • Generous holiday entitlement
  • Your special day off
  • Company-sponsored pension plan
  • Bonus structure
  • Holiday buy scheme
  • Variety of wellness and self-care perks, company cash plan, income protection, and life insurance
  • Enhanced sick pay and parental leave
  • Support for further education and professional development
  • Volunteer time off with pay


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