Client Advisor: Insurance Solutions & Relationships

Thomas Carroll Group plc; Swansea; On-site; GBP 26,000 - 38,000; Full time

Job summary

Thomas Carroll Group plc in Swansea or Haverfordwest is seeking a Client Broker to join our growing team. You will work closely with clients, insurers and colleagues to provide tailored insurance solutions and ongoing support.

This role focuses on managing a portfolio, building relationships, negotiating with insurers, and delivering a first-class customer experience in every interaction. We value independence, client-first service, and employee ownership ethos.

Qualifications

• Insurance or account management experience preferred.
• Strong communication and relationship-building skills.
• Organised, proactive and detail-oriented.

Responsibilities

• Managing and developing a portfolio of client accounts
• Building strong and lasting client relationships
• Providing professional advice and support
• Negotiating with insurers to secure the best outcomes
• Delivering a first-class customer experience at every interaction
• Working collaboratively with colleagues to achieve outstanding results

Skills

Communication & relationship-building

Organised & proactive

Job description

Thomas Carroll Group plc in Swansea or Haverfordwest is seeking a Client Broker to join our growing team. You will work closely with clients, insurers and colleagues to provide tailored insurance solutions and ongoing support.

This role focuses on managing a portfolio, building relationships, negotiating with insurers, and delivering a first-class customer experience in every interaction. We value independence, client-first service, and employee ownership ethos.