Carly Rolfe

Cert CII Client Director

Working mostly in account handling and claims for the majority of my career, I assist brokers in growing their business and achieving all their goals. My 20 years experience taught me the absolute importance of good, honest communication as well as understanding and appreciating client expectations. Alongside account handling for clients, I also work with brokers which gives me unique insight and has inspired me to work towards becoming a broker-account handler hybrid! In addition, my CII gives me a solid grounding of technical knowledge for all things insurance policies; I am also working towards completing more exams to further this knowledge.

Konsileo enables me to explore my career and try new things, all whilst being incredibly flexible. The friendly environment means that I am still able to have office banter even when working remotely which keeps my mental wellbeing up. As a people-person, having strong relationships both with my colleagues and clients is essential for me, and Konsileo gives me the time and space for me to develop both.

When I’m not handling accounts I’m looking after my family and – if the weather permits – relaxing on the beach.