Client Broker

Hollybank Trustees Ltd; Swansea; Hybrid; GBP 30,000 - 46,000; Full time

Benefits offered by this job

35-hour working week

Competitive salary and benefits

Employee Ownership business

Job summary

Hollybank Trustees Ltd is seeking a Client Broker to join our Swansea/Haverfordwest team. You will manage a portfolio of client accounts, build lasting client relationships, and provide tailored insurance solutions with professional support.

You will negotiate with insurers for the best outcomes while delivering a first-class customer experience and working collaboratively with colleagues to achieve outstanding results.

Qualifications

• Strong communication and relationship-building skills are essential.
• Organised, proactive and detail-oriented work style required.
• Enjoys working as part of a supportive team.
• Insurance or account management experience preferred.
• Commitment to professionalism, integrity and putting clients first.

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

Relationship-building

Communication

Account management

Negotiation

Customer service

Job description

Location: Hybrid / Swansea, UK
job type: Permanent / Full-time
Sector and subsector: Insurance | General Insurance
Salary: Negotiable salary

Do you want to be part of a business that is fiercely independent, genuinely people-focused, and committed to delivering the very best advice and service to its clients?

We're looking for an ambitious, customer-focused Client Broker to join our growing team in Swansea or Haverfordwest.

This is an exciting opportunity to build a rewarding career with a professional organisation where relationships matter, clients come first, and every colleague plays a vital role in our success.

Why Join Us?

As an Employee Ownership Trust (EOT) business, we're different. Our people are at the heart of everything we do. We believe that when colleagues are engaged, valued and empowered, our clients receive an outstanding experience. Our commitment to employee ownership reflects our long‑term vision, independence and investment in our people and communities.

The Role

As a Client Broker, you'll work closely with clients, insurers and colleagues to provide tailored insurance solutions and exceptional ongoing support.

You’ll be responsible for:

• 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

We're Looking For Someone Who:

• Has strong communication and relationship‑building skills
• Is organised, proactive and detail‑oriented
• Enjoys working as part of a supportive team
• Has insurance or account management experience (preferred)
• Shares our values of professionalism, integrity and putting clients first

What You'll Get

35‑hour working week

Competitive salary and benefits package

Supportive and collaborative culture

Employee‑Owned business with a long‑term vision

Opportunity to make a real impact for clients and colleagues

Be part of a growing, successful and independent organisation

Be Part of Something Different

If you're looking for a role where your contribution is valued, your development is supported, and your work genuinely makes a difference to clients, we'd love to hear from you.

Join us and help shape the future of a business built on people, relationships and shared success.