Client Advisor

Client Advisor

West Malling Full-Time 28800 - 39600 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support SME clients with insurance needs, handling renewals and policy admin.
  • Company: Join a respected insurance brokerage in Kent known for its supportive culture.
  • Benefits: Enjoy flexible working, competitive salary, and full training support for industry qualifications.
  • Why this job: Perfect for ambitious individuals seeking a long-term career in a dynamic environment.
  • Qualifications: Experience in UK commercial insurance broking and strong client service skills required.
  • Other info: Diversity and inclusion are key values; all qualified applicants are encouraged to apply.

The predicted salary is between 28800 - 39600 £ per year.

22 hours ago Be among the first 25 applicants

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New Appointments Group provided pay range

This range is provided by New Appointments Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from New Appointments Group

Senior Engineering & Technical Recruitment Consultant @ New Appointments Group

Location: West Malling

Role type: Permanent / Full time

New Appointments Group is delighted to be partnering with a well-established, highly regarded insurance brokerage in Kent that’s looking to grow its commercial team with an experienced Client Advisor.

In this role, you’ll work closely with senior colleagues, supporting SME clients across a broad range of sectors — from construction and financial lines to property owners and fleet, and everything in between. No two days are the same! You’ll handle mid-term adjustments, renewals, policy admin, invoicing, accounts queries, and liaise with both policyholders and insurers to resolve any cover-related questions. You\’ll be a key point of contact throughout the client journey, helping ensure excellent service delivery and retention.

What’s in it for you?

  • Full cross-class exposure with premiums ranging from £1,000 to £200,000
  • Full end-to-end broking experience across SME clients
  • Supportive team environment with structured training and career development
  • Full backing to gain industry qualifications (Cert CII and beyond)
  • Flexible working options once you’ve completed probation
  • Competitive salary and a market-leading benefits package

What we’re looking for:

  • A solid background in UK commercial insurance broking, ideally with SME clients
  • Cert CII qualified or working towards
  • Sound technical knowledge of commercial insurance and broking processes
  • Confident working with Acturis and MS Office
  • Strong admin and client service skills, with attention to detail
  • Knowledge of FCA compliance rules and regulatory standards
  • Excellent communication, organisational, and active listening skills
  • Ability to manage workload, prioritise tasks, and work independently or as part of a team

This is a fantastic opportunity for an ambitious insurance professional who wants to build a long-term career with a forward-thinking brokerage that truly invests in its people.

New Appointments Group, Expertly Matching Employers and Jobseekers since 1975.

Before submitting your CV, please take a moment to check the layout, spelling, and grammar. If your CV includes graphics or design features, we’d also appreciate a simplified version in Word format.

If this role isn’t for you, please check out our website for other roles that may be suitable, or send us your CV, we would still like to hear from you! You can find us on our website or LinkedIn, Facebook, Instagram and x@nagrecruitment

We are committed to fostering a diverse and inclusive environment in line with the Equality Act 2010. All qualified applicants will be considered regardless of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex, or sexual orientation. New Appointments Group acts as an Employment Agency for permanent roles and as an Employment Business for temporary roles.

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance, Customer Service, and Consulting

  • Industries

    Insurance, Financial Services, and Construction

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Client Advisor employer: New Appointments Group

New Appointments Group is an exceptional employer, offering a supportive team environment and structured training that empowers employees to grow their careers in the insurance sector. Located in West Malling, this well-established brokerage provides full cross-class exposure and flexible working options, ensuring a rewarding work-life balance while you gain valuable industry qualifications. With a competitive salary and a market-leading benefits package, this is a fantastic opportunity for ambitious professionals seeking meaningful employment.
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Contact Detail:

New Appointments Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Advisor

✨Tip Number 1

Familiarise yourself with the specific sectors mentioned in the job description, such as construction and financial lines. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of the industry.

✨Tip Number 2

Network with professionals in the insurance sector, especially those who work with SME clients. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.

✨Tip Number 3

Brush up on your knowledge of FCA compliance rules and regulatory standards. Being well-versed in these areas will not only boost your confidence but also show potential employers that you are serious about adhering to industry regulations.

✨Tip Number 4

Prepare to discuss your experience with Acturis and MS Office during the interview. Highlight specific examples of how you've used these tools to enhance client service or streamline processes, as this will showcase your technical skills relevant to the role.

We think you need these skills to ace Client Advisor

UK Commercial Insurance Knowledge
Client Service Skills
Attention to Detail
Technical Knowledge of Broking Processes
Cert CII Qualification or Progression Towards It
Proficiency in Acturis
MS Office Skills
FCA Compliance Knowledge
Excellent Communication Skills
Organisational Skills
Active Listening Skills
Workload Management
Ability to Prioritise Tasks
Teamwork and Independent Working Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in UK commercial insurance broking, especially with SME clients. Use specific examples that demonstrate your technical knowledge and client service skills.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role of Client Advisor. Mention how your background aligns with the responsibilities outlined in the job description, such as handling mid-term adjustments and liaising with policyholders.

Highlight Relevant Qualifications: If you have the Cert CII qualification or are working towards it, make sure to mention this prominently. Also, include any other relevant certifications or training that would make you a strong candidate.

Proofread Your Application: Before submitting, double-check your CV and cover letter for spelling and grammar errors. Ensure the layout is professional and easy to read, and consider providing a simplified version in Word format if your CV includes graphics.

How to prepare for a job interview at New Appointments Group

✨Know Your Insurance Basics

Make sure you brush up on your knowledge of commercial insurance, especially if you have experience with SME clients. Be prepared to discuss specific types of policies and how they apply to different sectors, as this will show your expertise and confidence.

✨Demonstrate Your Client Service Skills

As a Client Advisor, you'll be the key point of contact for clients. Prepare examples of how you've successfully managed client relationships in the past, highlighting your communication and problem-solving skills. This will help illustrate your ability to deliver excellent service.

✨Familiarise Yourself with Acturis and MS Office

Since the role requires working with Acturis and MS Office, make sure you're comfortable using these tools. If you have any specific experiences or achievements related to these platforms, be ready to share them during the interview.

✨Prepare Questions About the Company

Show your interest in the brokerage by preparing thoughtful questions about their operations, team culture, and growth opportunities. This not only demonstrates your enthusiasm but also helps you assess if the company aligns with your career goals.

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