Job Description

Do you have exceptional customer service & sale skills, looking to transition into a rewarding career within Financial Services. If you have a passion for working with people and a talent for sales, we have an exciting opportunity for you!

Who We Are

Norton Insurance Brokers Ltd is an independent insurance brokerage offering a personally managed service to meet all our clients' insurance needs in one place. Our vision-- "We're here to protect your insurance needs, with integrity, experience, and care, so you can enjoy more of life's adventures"--guides how we work with both our clients and our team.

At Norton's, we embrace our core values of

care, adventure, togetherness, and flourishing

and seek individuals who share this ethos.

Why Join Us?

We offer a dynamic role with career progression opportunities, skill development, and a supportive work environment. As a Personal Client Manager, you'll develop your own client accounts, providing a personalised service that builds trust and lasting relationships.

The Role

As a Personal Client Manager on the Onboarding Team, you'll be responsible for delivering outstanding service to new and existing clients whilst driving sales opportunities. With your excellent communication skills, you'll be the first point of contact for new Norton customers, offering expert insurance solutions tailored to each client's needs. Your key focus will be onboarding clients, building trust, and ensuring their journey starts with a seamless experience.

Key Responsibilities

Deliver exceptional service across all client interactions, ensuring professionalism and accuracy. Manage onboarding processes for new clients, providing guidance and a clear understanding of their insurance options. Dealing with: New Business enquiries, Renewals & policy adjustments, Mid-term adjustments and premium financing arrangements, Client queries with efficiency and care. Review client policies regularly to identify coverage gaps and recommend appropriate solutions. Drive sales by identifying opportunities for cross-selling and upselling additional insurance products to meet clients' evolving needs.

What We're Looking For

Proven sales and customer service skills, ideally from a client-focused industry. Confident having open & engaging conversations with the ability to listen and steer conversations accordingly. Excellent verbal and written communication skills. A proactive approach to building relationships and identifying opportunities. Strong organisational skills with the ability to think on your feet and address client needs efficiently. A positive attitude, team spirit, and alignment with our values.

What You'll Need

A minimum of GCSE grade C/4 in Maths and English. A desire to thrive in a dynamic, values-driven environment. A passion for building lasting relationships and delivering excellence.

What We Offer

A role that values your expertise and supports your professional growth. The opportunity to work in a team-driven environment with a focus on care and collaboration.
If you're ready to bring your customer service expertise and sales skills to a new and exciting career, we'd love to hear from you!

Apply now and become part of a team where values and professionalism go hand in hand.

Job Types: Full-time, Permanent

Pay: 27,000.00-30,000.00 per year

Additional pay:

Performance bonus Yearly bonus
Benefits:

Casual dress Company events Company pension Employee discount On-site gym Sick pay
Schedule:

Monday to Friday Weekend availability
Education:

GCSE or equivalent (required)
Work Location: In person

Application deadline: 02/07/2025
Reference ID: PCMONB_625