Commercial Insurance Client Relationship Manager

5 days ago


Carlisle, Cumbria, United Kingdom J & V Risk Solutions Ltd Full time
Job Summary

We are seeking a dedicated and knowledgeable Commercial Insurance Advisor to join our team. The ideal candidate will be responsible for providing advice to clients regarding their insurance needs, ensuring they receive the best coverage options available.

Duties and Responsibilities
  1. Assess clients' insurance needs and provide tailored recommendations based on their individual circumstances.
  2. Develop and maintain strong relationships with clients through regular communication and follow-ups.
  3. Stay updated on industry trends, regulations, and new products to provide informed advice.
  4. Prepare and present insurance proposals to clients, highlighting key benefits and coverage details.
  5. Manage the entire client onboarding process, ensuring a smooth transition into new policies.
  6. Handle client inquiries and resolve any issues related to their insurance coverage promptly.
  7. Collaborate with underwriters and other professionals to facilitate policy issuance and claims processing.
Required Skills and Qualifications
  • Excellent communication skills, both verbal and written.
  • Strong organisational skills with the ability to manage multiple client accounts simultaneously.
  • Proficient in using insurance software and Microsoft Office.
  • A proactive approach to problem-solving with a can-do attitude.
  • Ability to work independently as well as part of a team in a fast-paced environment.
  • Previous experience in insurance sales or advisory roles is advantageous but not essential; training will be provided.
Benefits
  • Company pension scheme.
  • Employee discount.
  • Flexitime.
  • Free parking.
  • On-site parking.
Working Arrangements

This role requires working Monday to Friday. The estimated salary for this position is £24,600 per year, which falls within the range of £14,000 to £33,000 per year depending on the number of hours worked per week (16-35 hours).



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