Assistant Insurance Client Manager

CKB Recruitment Ltd; Fleet; Hybrid; GBP 26,000 - 29,000; Full time

Job summary

A fast-growing broking group in Fleet is seeking an individual with personal lines insurance experience to join their Motor Trade team. The role involves supporting Client Managers and developing client relationships while receiving extensive training in Commercial Insurance. Benefits include a salary of £26-29k, hybrid working options, and comprehensive employee wellness programs. If you possess strong communication skills and a desire to grow your insurance career, this is the opportunity for you.

Benefits

Income Protection & Critical illness

Life Assurance

Company sick pay

Enhanced maternity/paternity leave

Employee Assistance Programme

25 days annual leave plus bank holidays

20% off travel insurance

Cycle2work scheme

Perkbox - Employee benefits platform

Qualifications

• 12 months experience in personal lines insurance required.
• Motivated team player with strong communication skills is essential.
• Any insurance broking experience is valued.

Responsibilities

• Support Client Managers to enhance customer satisfaction.
• Assist with client meetings and relationship management.
• Aid in renewal reviews and detailed report preparation.
• Provide administrative support for insurance documentation.

Skills

Communication skills

Teamwork

Motivation

Initiative

Tools

Acturis

Job description

We have a really nice opportunity for you here if you have 12 months experience gained in personal lines insurance, and would like to join a fast growing broking group, who will provide you with full training to learn and work in Commercial Insurance, in their Motor Trade team. They offer hybrid working (3 days in 2 from home) as well as a structured training and development plan to help you develop your insurance career.

You will deal with the development of relationships with new and existing clients to assist with providing a comprehensive commercial insurance service offering. You will be supporting the Client Managers here, providing administrative support, and assisting your manager and team members as needed.

What You'll Do

• Support the Client Managers, working closely together to ensure a high level of liaison and understanding of their requirements to maximise client satisfaction.
• Shadowing during a variety of client meetings.
• Supporting with the management of portfolios of mid to large motor trade clients.
• Assisting with completing renewal reviews by phone, obtaining renewal terms and help prepare detailed renewal reports in line with Specialist Motor Trade procedures.
• Provide administrative assistance to complete all documentation associated with placing, amending and renewing client's policies in line with Specialist Motor Trade procedure.
• Small amount of insurance broking experience and looking to develop yourself and your career with a growth focused broker.
• Experience using Acturis would be a bonus but by no means essential. You will also need to be motivated, being able to work on your own initiative as well as reliable, an empathetic communicator, well presented with a business acumen and a good team player.

Full in house and external training in Commercial Insurance products and policies will be provided.

Salary on offer is £26‑29k. As mentioned they offer hybrid working, but envisage when first starting you will need to be in the office 4 days a week whilst training takes place, and then move to the 3 in 2 at home model once you have started to pick things up. Working hours are Monday to Friday 9am to 5pm, with an hour for lunch.

Benefits

• Income Protection & Critical illness
• Life Assurance
• Company sick pay (from 12 months in service)
• Enhanced maternity/paternity leave
• Employee Assistant Programme App giving you access to a Total Wellbeing Solution designed to help you improve your mental and physical health including remote GP appointments and emotional & practical assistance.
• 25 days annual leave plus bank holidays
• 20% off travel insurance
• Cycle2work scheme
• Perkbox - Employee benefits platform that provides rewards, recognition, and wellbeing tools. Each employee is allocated 50 Flexi Points per month to spend on a variety of perks and experiences.

If you would like to discuss this role in more detail, please contact Kieran at CKB Recruitment.