Client Advisor

• Prepare documentation for new client accounts based on insurance needs
• Gather renewal terms, research alternatives, and prepare materials for Account Executives
• Manage renewal quotes and mid-term adjustments, keeping records accurate and up to date
• Respond to insurer queries, confirm coverage, process policies, and follow up on documentation
• Check policy documents for accuracy before approval and release
• Support with account queries and credit control, escalating when needed
• Apply compliance and regulatory requirements to all tasks
• Work closely with Account Executives to support clients
• Keep client and policy records accurate and up to date
• Communicate with insurers and clients to resolve queries quickly
• Track deadlines to make sure tasks are completed on time
• Suggest improvements to processes and support team goals

• Experience in insurance administration, ideally in a commercial setting
• Ability to work in a regulated, target-driven environment
• Understanding of handling customer information securely and recognising potential risks
• Strong customer service and communication skills
• Ability to build positive relationships with clients and colleagues
• Well-organised, detail-oriented, and able to meet deadlines
• Confident with Microsoft Office
• Good analytical skills with accuracy in handling data
• Initiative and problem-solving skills to support the team
• Working towards or holding a Chartered Insurance Institute qualification (e.g., Dip CII/FIT) is an advantage
• GCSE-level education or equivalent

Working towards or holding a Chartered Insurance Institute qualification (e.g., Dip CII/FIT)