Independent Client Broker & Insurance Advisor

Thomas Carroll; Swansea; On-site; GBP 30,000 - 38,000; Full time

Job summary

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

The role involves managing a portfolio, building strong relationships, giving professional advice, negotiating with insurers, and delivering a first-class customer experience. Join a people-focused Employee Ownership Trust business where independence and long-term client

Qualifications

• Strong communication and relationship-building skills.
• 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.

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

Organisation

Insurance experience

Teamwork

Job description

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

The role involves managing a portfolio, building strong relationships, giving professional advice, negotiating with insurers, and delivering a first-class customer experience. Join a people-focused Employee Ownership Trust business where independence and long-term client