Client Advisor

Client Advisor

Full-Time 32000 - 48000 Β£ / year (est.) On-site
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At a Glance

  • Tasks: Assist clients with insurance needs and manage accounts alongside Account Executives.
  • Company: Lawes Consulting is a dynamic firm focused on delivering exceptional client service in the insurance sector.
  • Benefits: Enjoy a competitive salary, supportive team environment, and opportunities for professional growth.
  • Other info: Ideal for those pursuing or holding a Chartered Insurance Institute qualification.
  • Why this job: Join a collaborative culture where your contributions directly impact client satisfaction and business success.
  • Qualifications: Experience in insurance administration preferred; GCSE-level education or equivalent required.

The predicted salary is between 32000 - 48000 Β£ per year.

Client Advisor

Location: Bristol

Company: Leading Multinational Insurance Broker

The Opportunity

An exciting opportunity has arisen for a Client Advisor to join a leading multinational insurance broker at its Bristol office.

This is an excellent opportunity for an insurance professional with commercial broking experience who enjoys building strong client relationships, delivering a high level of service and supporting businesses with their insurance requirements.

You will play a key role in managing a portfolio of commercial clients, ensuring their insurance programmes are tailored to their needs while working closely with colleagues, insurers and other stakeholders to deliver the best possible outcomes.

Key Responsibilities

  • Manage and develop relationships with an established portfolio of commercial insurance clients.
  • Provide day-to-day advice and support to clients regarding their insurance arrangements.
  • Manage renewals, mid-term adjustments and general policy administration.
  • Obtain and negotiate competitive terms with insurers to meet clients' requirements.
  • Identify opportunities to develop existing client relationships and introduce additional products and coverages where appropriate.
  • Ensure policies provide appropriate levels of cover and meet clients' changing business needs.
  • Maintain accurate client records and ensure all documentation is completed in line with regulatory requirements.
  • Work closely with Account Executives, placement teams and other internal stakeholders to deliver a seamless client experience.
  • Proactively manage client queries, resolving issues efficiently and maintaining high service standards.
  • Ensure compliance with FCA regulations, internal procedures and company standards.

About You

The successful candidate will ideally have:

  • Experience working within commercial insurance broking.
  • A strong understanding of commercial insurance products and policy documentation.
  • Experience managing client relationships and supporting clients throughout the insurance lifecycle.
  • Knowledge of renewals, mid-term adjustments and insurer negotiations.
  • Excellent communication and relationship-building skills.
  • A proactive, organised approach with strong attention to detail.
  • The ability to manage competing priorities while maintaining excellent customer service.
  • A genuine desire to develop professionally within a well-established, international insurance business.

Progress towards, or achievement of, Cert CII would be advantageous but is not essential.

What's on Offer?

  • The opportunity to join a globally recognised insurance broker.
  • A supportive working environment with opportunities for career progression.
  • Exposure to a varied portfolio of commercial insurance clients.
  • Access to professional development and industry qualifications.
  • A competitive salary and benefits package.
  • The opportunity to build a long-term career within an established multinational organisation.

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Client Advisor employer: Lawes Consulting Group

At Lawes Consulting Group, we pride ourselves on being an excellent employer that values and nurtures talent within a supportive and collaborative environment. As a Property Loss Adjuster based in Glasgow, you will benefit from a strong focus on employee development, a diverse portfolio of claims to manage, and the opportunity to work closely with industry professionals, all while enjoying the vibrant culture of Scotland's largest city.

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Contact Details:

Lawes Consulting Group Recruitment Team

StudySmarter Expert Advice🀫

We think this is how you could land Client Advisor

✨Tip Number 1

Familiarise yourself with the insurance industry, especially in commercial settings. Understanding the nuances of insurance products and regulations will help you stand out during interviews.

✨Tip Number 2

Network with professionals in the insurance sector, particularly those who work as Client Advisors or Account Executives. Engaging with them can provide insights into the role and may lead to referrals.

✨Tip Number 3

Demonstrate your customer service skills in conversations and during any networking events. Share examples of how you've successfully built relationships and resolved client issues in the past.

✨Tip Number 4

Stay updated on current trends and changes in the insurance market. Being knowledgeable about recent developments can give you an edge in discussions with potential employers.

We think you need these skills to ace Client Advisor

Customer Service Skills
Communication Skills
Relationship Building
Attention to Detail
Organisational Skills
Time Management
Microsoft Office Proficiency

Some tips for your application 🫑

Tailor Your CV:Make sure your CV highlights relevant experience in insurance administration and customer service. Use specific examples that demonstrate your ability to manage client accounts and handle queries effectively.

Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for the role of Client Advisor. Mention how your skills align with the responsibilities outlined in the job description, such as your experience with account management and your strong communication abilities.

Highlight Relevant Qualifications:If you are working towards or hold a Chartered Insurance Institute qualification, be sure to mention this prominently in your application. It shows your commitment to the industry and enhances your candidacy.

Proofread Your Application:Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Client Advisor role.

How to prepare for a job interview at Lawes Consulting Group

✨Showcase Your Customer Service Skills

As a Client Advisor, strong customer service skills are crucial. Be prepared to share specific examples of how you've successfully handled client queries or resolved issues in the past. This will demonstrate your ability to build positive relationships with clients.

✨Understand the Insurance Industry

Familiarise yourself with the basics of insurance administration and the specific requirements of the role. Research common terms and processes in the industry, as this knowledge will help you answer questions confidently and show your commitment to the field.

✨Prepare for Technical Questions

Expect questions related to account management and compliance. Brush up on your understanding of regulatory requirements and be ready to discuss how you would handle various scenarios, such as managing renewal quotes or responding to insurer queries.

✨Demonstrate Organisational Skills

Since the role requires keeping accurate records and meeting deadlines, be ready to discuss your organisational strategies. Share examples of how you prioritise tasks and ensure that all documentation is accurate and up to date.