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Insurance Client Manager

A Plan Insurance
Closing date
3 Jun 2022

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Contract Type
Full Time
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We are actively looking for a Client Manager to join our Rural A-Plan team. This is a great opportunity for a candidate currently working in rural insurance or commercial insurance, to join a highly successful team. This role is responsible for building rapport with key clients and supporting them with the best cover to meet their requirements.

About you:
  • Review current policies at renewal and ensure cover remains adequate for clients needs
  • Deal with incoming enquiries from clients, insurers and third parties - ensure all transactions are conducted efficiently and with full transparency
  • Develop and maintain strong relationships with insurers/underwriters
  • Assist in the creation of comprehensive client and broking documents
  • Assist in planning the most appropriate insurance programme for the client's demands and needs
  • Ensure that self and team comply with all applicable Company and/or Group policies and procedures
  • Ensure correct authorisation is obtained and processes followed when required by applicable Company and /or Group policies and procedures
  • Provide relevant management information to Team Manager - Renewal Stats/Debtors


We believe that great work and dedication should be rewarded, that's why we offer:
  • 22 days holiday, increasing to 27 days through service (plus bank holidays)
  • Excellent training and development schemes with accelerated career progression
  • Company funded CII professional qualification
  • Access to hundreds of Highstreet retailer discounts through the company's reward and recognition platform
  • An Employee Assistance Programme (EAP) to support employees outside of work
  • Employee discount on wide range of insurance products

A-Plan is the perfect place for you start and build a successful career. You'll have every opportunity and be given the support and guidance to progress, work within the local community and reap the rewards that you deserve.

If this sounds like the role for you then please send us your CV by clicking on the link or for more information please visit
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