Client Advisor

Client Advisor

Malton Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Be the go-to person for clients, providing top-notch support and advice.
  • Company: Join a friendly, family-run insurance brokerage with a strong local presence.
  • Benefits: Enjoy full training, career growth opportunities, and a supportive team environment.
  • Why this job: Kickstart your career in a rewarding industry while making a real difference for clients.
  • Qualifications: Customer service experience is a plus; passion for helping others is essential.
  • Other info: No prior insurance experience needed; just bring your enthusiasm and willingness to learn!

The predicted salary is between 28800 - 48000 £ per year.

Kickstart or grow your career in insurance! We are looking for a motivated and customer-focused Client Advisor to join a well-established, family-run insurance brokerage with offices across East and North Yorkshire. Whether you are experienced in insurance or looking to break into the industry, this is a fantastic opportunity to join a supportive team, receive full training, and work towards professional qualifications.

What You'll Do:

  • Be the first point of contact for clients, delivering friendly and effective support
  • Assess clients' insurance needs and recommend tailored policy options
  • Handle claims, queries, financial documents, and general admin
  • Keep clients informed and build strong, lasting relationships
  • Continuously develop your knowledge of the insurance sector

What We're Looking For:

  • Previous customer service experience and a passion for helping people
  • Excellent communication and problem-solving skills
  • Insurance experience is a bonus – but not required
  • Strong admin and organisational skills
  • Eagerness to learn and grow your career
  • Confidence identifying and securing new business opportunities

What You'll Get:

  • Full training & support
  • Opportunity to gain insurance qualifications

Client Advisor employer: Consortium Professional Recruitment Careers

Join a well-established, family-run insurance brokerage in East and North Yorkshire, where you will be part of a supportive team that values your growth and development. With comprehensive training and opportunities to gain professional qualifications, we foster a work culture that prioritises collaboration and client satisfaction. Enjoy the unique advantage of working in a friendly environment that encourages personal and professional advancement while making a meaningful impact in the lives of our clients.
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Contact Detail:

Consortium Professional Recruitment Careers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Advisor

✨Tip Number 1

Familiarise yourself with the insurance industry by reading up on current trends and common policies. This knowledge will not only help you in interviews but also show your genuine interest in the role.

✨Tip Number 2

Practice your communication skills by engaging in conversations with friends or family about their insurance needs. This will help you articulate your thoughts clearly and demonstrate your customer service abilities.

✨Tip Number 3

Network with professionals in the insurance sector through platforms like LinkedIn. Connecting with current employees can provide insights into the company culture and may even lead to referrals.

✨Tip Number 4

Prepare for potential interview questions by thinking of examples from your past experiences that showcase your problem-solving skills and ability to build relationships with clients.

We think you need these skills to ace Client Advisor

Customer Service Skills
Excellent Communication Skills
Problem-Solving Skills
Organisational Skills
Attention to Detail
Relationship Building
Time Management
Adaptability
Sales Skills
Basic Financial Knowledge
Teamwork
Motivation to Learn
Client Needs Assessment
Administrative Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights any customer service experience and skills relevant to the role of a Client Advisor. Emphasise your communication and problem-solving abilities, as these are key for this position.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping people and your eagerness to learn. Mention why you are interested in the insurance industry and how you can contribute to the team.

Showcase Relevant Skills: In your application, clearly outline your organisational skills and any experience with handling queries or administrative tasks. This will demonstrate your readiness for the responsibilities of the role.

Express Your Motivation: Convey your enthusiasm for the opportunity to grow within the insurance sector. Highlight your willingness to undergo training and pursue professional qualifications, as this aligns with what the company is looking for.

How to prepare for a job interview at Consortium Professional Recruitment Careers

✨Show Your Customer Service Skills

As a Client Advisor, your ability to connect with clients is crucial. Prepare examples from your past experiences where you provided excellent customer service, highlighting your problem-solving skills and how you handled challenging situations.

✨Demonstrate Your Eagerness to Learn

Since the role offers full training, express your enthusiasm for learning about the insurance industry. Discuss any relevant courses or self-study you've undertaken, and be ready to ask insightful questions about the training process.

✨Prepare for Common Insurance Scenarios

Even if you lack direct insurance experience, familiarise yourself with common scenarios in the industry. This could include understanding basic policy types or claims processes. Showing that you've done your homework will impress the interviewers.

✨Build Rapport with Interviewers

Since building strong relationships with clients is key, practice establishing rapport during your interview. Be friendly, maintain eye contact, and engage with the interviewers to demonstrate your interpersonal skills and genuine interest in the role.

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