Insurance Relationship Manager

4 weeks ago


Maidstone, Kent, United Kingdom A-Plan Full time

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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