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Client Broker

Heat Recruitment
Posted 2 days ago, valid for 11 days
Location

Cheltenham, Gloucestershire GL544NB, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A Commercial and Personal Lines Insurance broker in Cheltenham is seeking an Account Broker to join their team.
  • The role involves managing client relationships, providing advice within FCA regulations, and generating B2B referrals while ensuring excellent customer service.
  • Candidates should have a CII Certificate in Insurance or be working towards it, along with strong communication and relationship management skills.
  • The position requires individual accountability, attention to detail, and the ability to identify opportunities and provide solutions.
  • Salary details are not specified, but candidates should have relevant experience in the insurance industry.

A Commercial and Personal Lines Insurance brokers providing Insurance solutions to both businesses and individual with offices in Cheltenham now have the opportunity for Account Broker to join their Team.

Key accountabilities will include:

  • Manage existing client relationships
  • Give suitable advice to customers within the FCA regulatory framework
  • Generate referrals across B2B
  • Ensure a high level of customer service

The Account Broker will also have the following;

  • CII Certificate in Insurance or working towards
  • Strong communication skills both written and verbal
  • Positivity and enthusiasm
  • Strong relationship management skills
  • Individual accountability with the ability to spot and identify opportunities and provide solutions
  • Strong attention to detail

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.#LI-SN1

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.