Customer Relationship Manager - Imnsurance

Brook Street Recruitment is working with our Belfast client to recruit a new full time and permanent Customer Relationship Manager ( Insurance )

About the Role

The client is seeking a proactive and customer-focused Client Relationship Manager to manage and develop a portfolio of commercial insurance clients. The successful candidate will be responsible for building strong client and broker relationships, identifying new business opportunities, and delivering exceptional service throughout the client lifecycle.

This role requires a commercially minded individual who can effectively assess and manage risk, negotiate favorable outcomes, and ensure clients receive tailored insurance solutions that meet their evolving needs.

Key Responsibilities

• Act as the primary point of contact for a portfolio of commercial clients and intermediary partners.
• Build, maintain, and strengthen long-term relationships with clients and brokers, ensuring a consistently high level of service.
• Identify opportunities to grow existing accounts through cross-selling, up selling, and retention strategies.
• Generate new business opportunities through networking, referrals, industry events, and professional relationships.
• Conduct regular broker and client reviews to assess needs, discuss performance, and maintain a strong pipeline of opportunities.
• Assess, underwrite, and price commercial insurance risks in accordance with company guidelines and risk appetite.
• Arrange and manage new business placements, policy renewals, and mid-term adjustments efficiently and accurately.
• Support clients throughout the claims process, providing guidance and ensuring a positive customer experience.
• Negotiate terms and conditions to secure new business and retain existing accounts.
• Ensure all documentation, records, and activities comply with regulatory, legal, and internal governance requirements.
• Maintain accurate client records and produce clear, timely communication with clients, brokers, insurers, and internal stakeholders.
• Work collaboratively with colleagues to deliver excellent customer outcomes and achieve business objectives.

The Person

Skills & Competencies

• Strong relationship-building, sales, and negotiation skills.
• Excellent communication and interpersonal abilities, with the confidence to engage with clients and stakeholders at all levels.
• Commercially aware with strong business acumen and an understanding of risk.
• Ability to identify customer needs and provide tailored insurance solutions.
• Strong analytical and problem-solving skills.
• Highly organised with excellent time management and prioritisation abilities.
• Self-motivated, proactive, and results-driven.
• Proficient in the use of Microsoft Office and customer relationship management systems.

Experience & Qualifications

• Previous experience in insurance, account management, client relationship management, or a business development role is essential.
• Experience managing commercial insurance clients and broker relationships would be advantageous.
• A strong understanding of commercial insurance products and underwriting principles is desirable.
• Relevant insurance qualifications (e.g., CII) would be beneficial but are not essential.

What Success Looks Like

• High levels of client satisfaction and retention.
• Growth in new business and portfolio income.
• Strong broker and client engagement.
• Consistent compliance with regulatory and company standards.
• Effective management of a healthy pipeline of opportunities and renewals.

If interested, please send CV to Colleen Farquharson via the apply

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.