Client Relationship Advisor Insurance Hybrid role

Client Relationship Advisor - Insurance

Hybrid Working | Career Development & Bonus Scheme

Location: Taunton, Somerset (Hybrid Working)

Hybrid Working: Full-time office-based during probation. Following successful completion, you'll work from the office 2-3 days per week and the remainder from home.

Salary: Up to £30,000 DOE + Bonus Scheme (OTE circa £35,000)

Hours: 35 hours per week, Monday to Friday

Benefits

28 days annual leave plus Bank Holidays
Additional birthday leave
Bonus scheme
Group Personal Pension
Enhanced sick pay and parental leave
Health and wellbeing benefits
Funded professional qualifications and study support
Paid volunteering days
Genuine career progression opportunitiesAre you great with people and enjoy helping customers find the right solution? Perhaps you have experience in sales, account management, banking, financial services, recruitment, or another customer-focused environment and are looking for your next challenge.

We're partnering with a highly respected local employer with a long-standing reputation for outstanding customer service and employee development. Due to continued growth, they're looking for an ambitious Insurance Advisor to join their friendly and supportive team.

This is an excellent opportunity to build a rewarding career within a professional organisation that invests heavily in training, qualifications, and long-term progression.

The Role

As an Insurance Advisor, you'll play a key role in building relationships with both new and existing clients, understanding their needs, and recommending appropriate insurance solutions.

No two days are the same, and you'll enjoy a mix of client interaction, relationship building, business development, and solution-focused advice.

Key Responsibilities

Building strong relationships with new and existing clients
Understanding customer needs and identifying suitable insurance solutions
Providing clear, professional advice across a range of insurance products
Generating new business opportunities through networking, referrals, and proactive outreach
Delivering an exceptional customer experience from enquiry through to completion
Working collaboratively with colleagues to achieve team and business goalsWhat We're Looking For

We're open-minded about background and experience. You may already work in insurance, or you could come from another regulated or customer-focused sector.

You'll be:

A confident communicator who enjoys building rapport with people
Naturally consultative and customer-focused
Self-motivated with a proactive approach to achieving goals
Experienced in sales, account management, customer service, financial services, insurance, banking, recruitment, estate agency, or a similar environment
Interested in professional development and industry qualifications
Cert CII qualified, or willing to work towards the qualification with full support providedWhy This Opportunity?

Join a respected local business with strong values and an excellent reputation
Be part of a supportive, collaborative, and welcoming team
Benefit from ongoing training, mentorship, and career development
Enjoy a hybrid working pattern and strong employee benefits package
Build a long-term career with a business that genuinely invests in its peopleIf you're looking for a role where relationship building, customer service, and business development come together, we'd love to hear from you.

Apply Today

Please apply online or send your CV to (url removed).

For a confidential discussion before applying, contact Vicky on (phone number removed).

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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Only candidates based in UK and eligible to work in UK are allowed