Insurance Relationship Manager
4 weeks ago
We're looking for an Insurance Relationship Manager to join our growing Private Clients team at A-Plan. As a key member of our team, you'll be responsible for building strong relationships with our high-net-worth clients and working closely with colleagues to achieve our objectives.
About the role:
- You'll have experience developing and maintaining long-lasting relationships with private or high-net-worth clients.
- You'll be passionate about delivering excellent customer service, as this role will involve working closely with existing clients to understand their needs and provide tailored solutions.
- You'll be able to work collaboratively with colleagues to support larger accounts from start to finish, including attending meetings, taking notes, and communicating with insurers.
- You'll be tenacious and have a business curiosity, able to identify and explore opportunities for our clients to achieve the best possible outcomes.
- You'll be willing to learn and develop your insurance knowledge, with opportunities to become certified in insurance qualifications.
- You'll be consultative, able to question effectively, and an active listener, taking the time to fully understand client requirements and provide advice on products and solutions.
Rewards:
- We offer excellent training and development schemes, with accelerated career progression.
- We provide company-funded CII professional qualifications.
- We have enhanced maternity and paternity policies.
- We offer a cycle-to-work loan scheme.
- We provide access to discounted personal health policies and a range of insurance products.
- We offer access to hundreds of high-street retailer discounts through our reward and recognition platform.
- We have an Employee Assistance Programme to support employees outside of work.
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Insurance Relationship Manager
4 weeks ago
Maidstone, Kent, United Kingdom A-Plan Full timeWe're seeking an Insurance Relationship Manager to join our Private Clients team. This role involves building strong relationships with our high-net-worth clients, working closely with colleagues to achieve objectives, and identifying opportunities to drive the best possible outcomes.About you:You'll have experience developing and maintaining long-lasting...
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Insurance Relationship Manager
4 weeks ago
Maidstone, Kent, United Kingdom A-Plan Full timeWe're looking for an Insurance Relationship Manager to join our growing Private Clients team at A-Plan. This is a great opportunity to develop your experience and career within High-net-worth insurance.About the role:You will have experience developing and building long lasting relationships with Private or HNW Clients.You must have a passion for excellent...
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