Client Relationship Manager

• Salary Range: up to £30,000 for candidates with strong experience within insurance
• Location: Westbourne
• Job Type: Permanent, Full-time (8:30am – 5pm, Monday – Friday)

I am looking for a Client Relationship Manager to develop and maintain a portfolio of clients, fostering long-term relationships. This role involves new business acquisition, renewals, adjustments, and ensuring high levels of client satisfaction through excellent service and effective account management.

• Achieve individual sales targets by securing new business and managing renewals.
• Provide exceptional customer service, aiming for at least 90% client satisfaction.
• Prepare comprehensive presentations for the market to secure the best terms for clients.
• Inform clients about all insurance-related matters promptly and in line with FCA guidelines.
• Maintain accurate documentation and client files, both manually and on IT-based systems.
• Ensure renewals and Mid Term adjustments are processed in a timely and accurate manner.
• Engage in personal development, including working towards the Certificate in Insurance.
• Collaborate with the accounts team to ensure timely payment of premiums and resolve account queries.
• Assist in the creation and improvement of team and company processes and procedures.

• Proven experience in sales, customer service, and account management.
• Knowledge of the insurance industry and market.
• Excellent communication and negotiation skills.
• Ability to work towards or have achieved the Certificate in Insurance.
• Proficiency in maintaining manual and IT-based office systems.
• Understanding of FCA guidelines and compliance requirements.

• Opportunities for professional development and training.
• Supportive team environment.
• Travel opportunities to other company offices.

If you are curious about this Client Relationship Manager position, please APPLY TODAY! Or get in touch with Charlotte at our Reed Bournemouth office for more information.