At a Glance
- Tasks: Manage client insurance needs and provide top-notch support in a busy team.
- Company: Join a well-established independent brokerage with a strong reputation.
- Benefits: Gain valuable experience, develop your skills, and enjoy a supportive work environment.
- Other info: Opportunity for career progression and professional development.
- Why this job: Make a real difference for clients while growing your knowledge in commercial insurance.
- Qualifications: Experience in insurance or client service, with strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking a Client Advisor to join a busy Commercial Insurance team within a well-established independent brokerage. You will provide high-quality service and technical support to clients, helping to manage their insurance needs from new business through to renewals and mid-term adjustments. Working closely with Client Executives and insurers, you'll play a key role in delivering excellent client outcomes while developing your technical knowledge of commercial insurance.
Key Responsibilities
- Manage new business, renewals and mid-term adjustments
- Provide technical administration across commercial insurance policies
- Liaise with insurers to secure appropriate cover for clients
- Handle client queries, claims support and policy updates
- Ensure accurate records and compliance with FCA requirements
- Identify cross-selling and up-selling opportunities
- Support payment processing and premium finance arrangements
About You
- Experience in a regulated or FCA-compliant environment
- Background in general insurance or strong client service experience
- Strong communication and organisational skills
- Confident working independently and as part of a team
- Customer-focused with a proactive approach
- Desirable
- Knowledge of commercial insurance
- Progress towards CII qualifications
- Experience using Acturis or similar systems
Client Advisor employer: SI Recruitment
Join our dynamic team as a Client Advisor in a thriving Commercial Insurance brokerage, where we prioritise high-quality service and professional development. Our supportive work culture fosters collaboration and continuous learning, offering you the chance to enhance your technical knowledge while making a meaningful impact on client outcomes. Located in a vibrant area, we provide a range of employee benefits and growth opportunities that make us an exceptional employer for those seeking a rewarding career in insurance.
