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Telephone Broker Account Manager (Part-Time, Job-Share, Full-Time)


Location: Cardiff, Hybrid

Salary: £25,000 to £30,000 depending on experience, plus excellent benefits


The opportunity: 

Join one of the world's largest and most respected Insurance companies and start or further your career in Insurance. We are expanding our team and looking for a Telephone Broker Account Manager to support the growth and development of our Retail Sales and Distribution team in Cardiff.


As a Telephone Broker Account Manager, you will be responsible for creating, developing, and managing a panel of brokers to achieve broker development and Retail targets.


Using your strong sales techniques, you will drive profitable growth across the regional broker landscape and all Retail lines of business. If you excel in providing excellent customer service and have strong communication and quick learning skills, this role is perfect for you. You will have the opportunity to work for a global, people-centric organisation.


Many of our employees work flexibly in a variety of different ways, including part-time, flexible hours, job share, an element of working from home or compressed hours. This is because we want the best people for our roles, and we recognise that sometimes those people aren’t available full-time. Please talk to us at interview about the flexibility you may need.  


Key responsibilities:

  • Develop and grow relationships with small to medium broker businesses, challenging them to improve client outcomes through robust processes.
  • Offer differentiated retail insights to improve outcomes for advisers and customers through telephone communication.
  • Develop an in-depth knowledge of how small to medium advisory businesses operate and challenge principals and business owners to add value to clients.
  • Discuss and highlight sales propositions using remote distribution methods, adding value to processes and customer outcomes.
  • Build and manage relationships with brokers to achieve financial and operational sales targets.
  • Stay up to date with market and industry developments, providing brokers with valuable market insights.
  • Utilise a robust sales process to effectively account manage existing relationships and drive new business growth.


Your Skills and Experience:

  • Good understanding of the Intermediary marketplace, competitors, and business models.
  • Ability to deliver a consultative sales process and consult with intermediaries about their business needs.
  • Adaptable communication style to cater to the needs of intermediaries.
  • Strong networking skills through remote media and face-to-face contact.
  • Effective organisational and planning skills with a creative and innovative mindset.
  • Self-motivated, goal-oriented, and resilient in a fast-paced environment. 


Who we are:  
At Zurich we aspire to be one of the most responsible and impactful businesses in the world and the best global insurer. Together we’re creating a brighter future for our customers, our people, and our planet.  
With over 55,000 employees in more than 170 countries, you’ll feel the support of being part of a strong and stable company who are a long-standing player in the insurance industry.    We’ve made a promise to each other and every employee; to focus on sustainable impact, to care about each other’s wellbeing, to use our diverse expertise to be curious and optimistic and to develop the skills needed for our future.  
If you're interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives, and contributions - then Zurich could be just the place for you. Be part of something great. 

Our Culture: 
At Zurich, our sense of community is strong and we’re particularly passionate about diversity and inclusion, which we’ve won numerous awards for. We want our people to bring the whole of themselves to work and ensure everybody is made to feel welcome, regardless of their background, beliefs or culture. We want our employees to reflect the diversity of our customers, and so are committed to treating all of our applicants fairly and with respect, irrespective of their actual or assumed background, disability or any other protected characteristic. 

We’ve an environment that places a real importance on our people’s wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement and we offer access to a comprehensive range of training and development opportunities. 

We’re passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm, Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we’ve awarded grants and volunteered time to deserving causes in the UK valued at over £90 million. 

So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.  


The financials
  • 12% defined non-contributory pension scheme.
  • Annual company bonus.
  • Income Protection.
  • Life cover - four times your salary.
Time away
  • 25 days holiday a year plus bank holidays.
  • You can also request to swap UK bank holidays for days off that have cultural or religious significance to you.
  • The option to buy up to an additional 20 days or sell some of your holiday.
  • Three days paid volunteering.
  • Up to 16 weeks' full pay for maternity, paternity and adoption leave.
Your health is important to us
  • Access to Private medical insurance.
  • Virtual GP appointments.
  • Discounted gym membership.
  • Free flu jab.
  • Access to a wealth of support from our wellbeing partners.
We're making a difference
  • Creating a brighter, more sustainable future underpins all that we do here in Zurich. We were the first insurer to sign the ‘UN Business Ambition for 1.5˚C’ pledge.
  • Our charitable arm, Zurich Community Trust, has awarded grants and volunteered time to deserving causes in the UK valued at over £90 million.

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