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A financial services organization is seeking a Client Relationship Consultant in Leatherhead to support its CRM Team. This position focuses on managing corporate clients, growing relationships, and providing valuable insights through data analysis. The ideal candidate will have strong analytical abilities and excellent communication skills. The role offers an annual salary up to £31,000, with additional benefits such as bonuses, pension contributions, and generous holiday allowances.
Aviva currently has a fantastic opportunity for a Client Relationship Consultant within our Client Relationship Management (CRM) Team. The role will provide vital support to the CRM Team which is responsible for looking after our largest corporate clients who contribute a significant share of income to our Group Protection business. This is a perfect opportunity for someone that loves to deliver outstanding customer service and experience, whilst also working within a large corporate environment.
This role supports the strategic direction of the GP Business. It helps to retain and grow client relationships by adding value and showing the strength and breadth of our proposition. You will analyse and prepare collective client data to help the team show insight and help influence policy and process with key client stakeholders. You will provide all aspects of support to the team including preparing presentations, leading due diligence requests and troubleshooting for our key clients as well as in box management.
You will also be a key point of contact for our clients when the CRM is with other clients and there may be opportunities for you to manage your own portfolio of clients.
Analytical ability and detail oriented – able to present back to peers identifying key insights with solutions
Working under pressure – stretching deadlines
Communication skills, written & verbal, delivering challenging messages
Client orientated and understanding of their needs
Ideally experience working in a corporate client‑facing role in an insurance/broker environment with group risk experience
Starting salary up to £31,000 (depending on skills, experience, and qualifications)
Bonus opportunity - 8% (C grade) of annual salary. Actual amount depends on your performance and Aviva’s.
Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in.
29 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days
Aviva-funded Private Medical Benefit to help you get expert support when you need it
Make your money go further - Up to 40% discount on Aviva products, and other retailer discounts
Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme
Brilliantly supportive policies including parental and carer’s leave
Flexible benefits to suit you, including sustainability options such as cycle to work
Make a difference, be part of our Aviva Communities and use your 3 paid volunteering days to help others
We take your wellbeing seriously with lots of support and tools
Take a look to learn more. Put a salary into this calculator to see what your total Aviva Reward could be.
We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.
We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working – spending at least 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.
To find out more about working at Aviva take a look here
We'd love it if you could submit your application online. If you require an alternative method of applying, or if you have any queries in relation to the vacancy, please email kitti.majer@aviva.com .