Do you want to be part of a business that is fiercely independent, genuinely people-focused, and committed to delivering the very best advice and service to its clients?
We’re looking for an ambitious, customer-focused Client Broker to join our growing team in Swansea or Haverfordwest.
This is an exciting opportunity to build a rewarding career with a professional organisation where relationships matter, clients come first, and every colleague plays a vital role in our success.
Why Join Us?
As an Employee Ownership Trust (EOT) business, we’re different. Our people are at the heart of everything we do. We believe that when colleagues are engaged, valued and empowered, our clients receive an outstanding experience. Our commitment to employee ownership reflects our long-term vision, independence and investment in our people and communities.
The Role
As a Client Broker, you’ll work closely with clients, insurers and colleagues to provide tailored insurance solutions and exceptional ongoing support.
You’ll be responsible for:
- Managing and developing a portfolio of client accounts
- Building strong and lasting client relationships
- Providing professional advice and support
- Negotiating with insurers to secure the best outcomes
- Delivering a first-class customer experience at every interaction
- Working collaboratively with colleagues to achieve outstanding results
We’re Looking For Someone Who:
- Has strong communication and relationship-building skills
- Is organised, proactive and detail-oriented
- Enjoys working as part of a supportive team
- Has insurance or account management experience (preferred)
- Shares our values of professionalism, integrity and putting clients first
What You’ll Get
Competitive salary and benefits package
Supportive and collaborative culture
Employee-Owned business with a long-term vision
Opportunity to make a real impact for clients and colleagues
Be part of a growing, successful and independent organisation
Be Part of Something Different
If you’re looking for a role where your contribution is valued, your development is supported, and your work genuinely makes a difference to clients, we’d love to hear from you.
Join us and help shape the future of a business built on people, relationships and shared success.
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