Client Relationship Advisor - No Insurance Experience Required
| Posting date: | 13 February 2026 |
|---|---|
| Salary: | £26,000 to £30,000 per year |
| Hours: | Full time |
| Closing date: | 15 March 2026 |
| Location: | Birmingham, Midlands, B16 8PE |
| Remote working: | On-site only |
| Company: | IPS Group Limited |
| Job type: | Permanent |
| Job reference: | 59193822 |
Summary
If you are working in banking or professional services and looking for a role where relationship building and personal service are at the heart of what you do, this opportunity offers exactly that.
You will be joining a specialist personal lines team that looks after high value clients who typically own multiple vehicles and often have wider needs such as home and travel cover. Many clients are business owners or directors, meaning there is often a commercial insurance element to explore. The team actively identifies these opportunities and passes them to the dedicated commercial department.
You will manage a warm portfolio of clients, supporting them with renewals, adjustments, queries and general guidance. You will also identify gaps in cover and recommend suitable solutions when appropriate. Clients are already engaged with the business, allowing you to focus on a personal, proactive service rather than cold calling.
To be considered, you must have a minimum of two years of experience working on the telephone or within an office or call centre environment. Strong communication skills, attention to detail and the ability to work within regulated processes are essential.
You will be joining a specialist personal lines team that looks after high value clients who typically own multiple vehicles and often have wider needs such as home and travel cover. Many clients are business owners or directors, meaning there is often a commercial insurance element to explore. The team actively identifies these opportunities and passes them to the dedicated commercial department.
You will manage a warm portfolio of clients, supporting them with renewals, adjustments, queries and general guidance. You will also identify gaps in cover and recommend suitable solutions when appropriate. Clients are already engaged with the business, allowing you to focus on a personal, proactive service rather than cold calling.
To be considered, you must have a minimum of two years of experience working on the telephone or within an office or call centre environment. Strong communication skills, attention to detail and the ability to work within regulated processes are essential.
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About Disability Confident
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