Client Manager - Commercial in Belfast

Join to apply for the Client Manager – Commercial role at WF Risk Group

About WF Risk Group

Our Group is an award‐winning, independent, family‐owned and run business, operating for over 45 years. It encompasses Willis Insurance & Risk Management, Kennett Insurance Brokers Ireland DAC and Arden Insurance Brokers. We provide services including Insurance, Risk Management, Health & Safety Consultancy, Employment Services, HR Consultancy, Employee Benefits, Wealth Management and Accident Investigations Services. Our unique blend of experience, insight and ingenuity helps us establish a reputation for fully understanding various industry sectors in commercial business. Our client‐focused approach simplifies risks to deliver bespoke risk‐management programmes and peace of mind for our clients.

Develop Your Career with Us

WF Risk Group has experienced significant expansion over the last four years, with several acquisitions, a staff headcount doubling, and a rebrand. We have ambitious plans to continue along this growth trajectory and we are interested in hearing from talented and innovative individuals to join our dynamic teams.

As Corporate Chartered Insurance Brokers, we actively encourage all employees to pursue learning and development opportunities by providing CII Membership, study support material, study leave, and a financial bonus upon successful completion of CII qualifications. We encourage knowledge sharing and have developed a coaching culture where knowledge is cascaded, ensuring everyone has an opportunity to benefit from the experience and expertise within our team.

Is the next step in your career to move into an established organisation known for excellent service standards?

THE PACKAGE

We value the needs of our employees. Our team is offered a competitive salary, 25 days annual leave in addition to all public and bank holidays, private medical insurance, health cash plan, employer pension contributions, occupational sick pay, income protection insurance, group life assurance, frequent social events, training support, professional membership & subscription support, employee discounts and incentive schemes.

THE OPPORTUNITY

We have an opportunity available for a Client Manager in our Commercial Insurance team. Working with us as a Client Manager will allow you to showcase your skills by building and maintaining strong relationships with clients across a wide range of industry sectors.

About The Role

Proactively manage valued client and insurer relationships.

Negotiate, place, and report to clients at renewal, mid‐term and new business stages.

Ensure adequacy and appropriateness of cover.

Manage personal workloads and meet deadlines.

Keep accurate client records and files at all times, including timely inputting of all client data into our bespoke system.

Provide clients with high‐quality policy documentation in accordance with FCA regulations.

Build good working relationships with internal departments and colleagues.

Respond to client queries, including changes in cover and risk, in a professional and timely manner.

Ensure that company procedures, excellent client service standards and compliance regulations are adhered to and maintained.

Contribute to the achievement of team and business objectives by generating sales, identifying gaps, up‐selling and cross‐selling.

Essential Criteria

Minimum of 3 years of commercial broking experience.

Good all‐around commercial insurance experience and technical knowledge across a range of class of insurance products.

Enthusiastic client‐focused approach.

Ability to develop strong client and insurer relationships.

Ability to support colleagues in a close team environment.

Strong working knowledge of most commercial classes of business and associated insurance products.

Keen attention to detail and ability to prepare high‐quality documentation.

Highly organised with strong administrative skills.

IT proficient (Acturis experience desirable).

High level of motivation and resilience with a proactive attitude.

Desirable Criteria

In possession of or working towards Cert CII.

Experience working with Financial Line Insurance products.

Acturis experience.

Company Culture

People First, Always

Diversity Makes Us Stronger

Doing the Right Thing

Growth That Matters

Giving Back

Company Benefits

Competitive salary.

25 days paid leave plus statutory holidays.

Private medical insurance.

Professional development funding.

Pension contributions.

Death in service benefits.

Cycle2Work scheme.

Social events.

Other perks: employee discounts, training support, incentive schemes.

Position Details

Seniority level: Mid‐Senior level

Employment type: Contract

Job function: Sales and Business Development

Industries: Administrative and Support Services

Salary: Not disclosed

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