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 opportunities

Are 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 goals

What 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 provided

Why 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 people

If 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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