Insurance Client Relationship Lead

Everywhen; Tregof; Hybrid; GBP 28,000 - 38,000; Full time

Benefits offered by this job

26 days holiday + bank holidays

Career progression across the Everywe​

CII/ACII qualifications support

Pension scheme

Wellbeing support 24/7

Volunteer day

Spotlight Awards

Job summary

Everywhen in Swansea is seeking an Insurance Client Executive to join a friendly team. You will be the first point of contact for a designated client portfolio, handling queries and building strong relationships to deliver exceptional service.

The role offers a Monday–Friday schedule with a hybrid and flexible approach to work. Experience in the insurance industry is essential, and you will have opportunities to gain professional qualifications such as CII while progressing your career within

Qualifications

• Experience in the Insurance industry is essential.
• Ability to communicate effectively with clients over the phone and in person.
• Willingness to learn and pursue professional qualifications (e.g., CII).

Responsibilities

• Support a designated client portfolio and be the first point of contact.
• Build strong relationships and assist clients with queries as they arise.
• Deliver excellent customer service and contribute to sales opportunities.
• Work collaboratively with the team in a hybrid environment.

Skills

Customer service

Relationship building

Sales

Proactive mindset

Teamwork

Job description

Everywhen in Swansea is seeking an Insurance Client Executive to join a friendly team. You will be the first point of contact for a designated client portfolio, handling queries and building strong relationships to deliver exceptional service.

The role offers a Monday–Friday schedule with a hybrid and flexible approach to work. Experience in the insurance industry is essential, and you will have opportunities to gain professional qualifications such as CII while progressing your career within