Client Advisor

Castle Employment Agency Ltd; Hull and East Yorkshire; Hybrid; GBP 27,000; Full time

Job summary

A growing insurance firm in the UK is seeking an experienced Insurance Advisor to manage diverse insurance policies and to assist clients with their insurance needs. You will work Monday to Friday, 8:30am to 5pm, and be part of a company that values culture and development. A competitive salary of £26,500 is offered, alongside benefits including hybrid work and personal development plans. Ideal candidates are customer-focused, with strong communication skills and a knack for relationship building.

Benefits

Hybrid working

Personal development plans

Opportunity to earn qualifications

Qualifications

• Experience in an office-based Customer Service role.
• Excellent verbal and written communication skills.
• Ability to build great relationships with clients.

Responsibilities

• Manage the technical administration of diverse insurance policies.
• Perform tasks including administering new business and renewals.
• Communicate with parties to manage claims and resolve queries.
• Support colleagues with technical expertise for optimal client outcomes.
• Identify opportunities for cross-selling insurance products.
• Address client complaints following regulations and policies.

Skills

Customer Service experience

Communication skills

Relationship building

Education

Qualifications with the Chartered Institute of Insurance (CII)

Job description

Overview

An exciting opportunity for an experienced Insurance Advisor to join a growing business in who pride themselves on culture, values, and doing right by their clients. This can be based in either their Hull or Malton office.

Being part of a thriving and ambitious company, you will provide guidance and assistance to clients in selecting and managing insurance policies to suit their needs and mitigate risks.

You can expect a competitive salary based on skills and experience within Insurance, along with a great benefits package including hybrid working, clear personal development plans including Talent Management programmes, and the opportunity to earn qualifications with the Chartered Institute of Insurance (CII).

If you have experience working within an office based Customer Service role, have excellent verbal and written communication skills, and have a natural ability to build great relationships, then we’d love to speak to you about this role!

Responsibilities

• Manage the technical administration of diverse insurance policies
• Perform various tasks including administering new business, renewals and adjustments
• Communicating with a number of parties, managing claims, resolving queries, and arranging premium financing
• Apply technical expertise to support colleagues and ensure optimal outcomes for clients
• Efficiently handle all business transactions while prioritising client interests and maintaining communication with insurers
• Proactively identify and capitalise on opportunities for cross‑selling and up‑selling insurance products to enhance client offerings
• Address complaints in compliance with regulations and company policies, adhering to best practices

This will be working Monday to Friday 8:30am-5pm, earning a salary of £26,500.