Client Advisor

Consortium Professional Recruitment Ltd; United Kingdom; On-site; GBP 24,000 - 30,000; Full time

Job summary

A well-established insurance brokerage in the United Kingdom is seeking a motivated Client Advisor. This role involves delivering exceptional support to clients, assessing their insurance needs, and managing communications. Previous customer service experience is preferred, but full training and opportunities for career progression are offered. Join a friendly team and gain valuable industry qualifications.

Benefits

Full training & support

Opportunity to gain insurance qualifications

Long-term career progression

Friendly team environment

Qualifications

• Previous experience in customer service is preferred but not mandatory.
• Strong communication and problem-solving skills are vital.
• Confidence and eagerness to identify and secure new business opportunities.

Responsibilities

• Act as the first point of contact for clients.
• Assess and recommend tailored insurance policy options.
• Manage claims, queries, and general administration.
• Maintain strong relationships with clients and keep them informed.
• Continuously enhance knowledge of the insurance industry.

Skills

Customer service experience

Communication skills

Problem-solving skills

Organisational skills

Eagerness to learn

Confidence in securing business

Job description

Client Advisor

Kickstart or grow your career in insurance!

We’re looking for a motivated and customer-focused Client Advisor to join a well-established, family-run insurance brokerage with offices across East and North Yorkshire. Whether you’re experienced in insurance or looking to break into the industry, this is a fantastic opportunity to join a supportive team, receive full training, and work towards professional qualifications.

What You’ll Do:

• Be the first point of contact for clients, delivering friendly and effective support
• Assess clients insurance needs and recommend tailored policy options
• Handle claims, queries, financial documents, and general admin
• Keep clients informed and build strong, lasting relationships
• Continuously develop your knowledge of the insurance sector

What We’re Looking For:

• Previous customer service experience and a passion for helping people
• Excellent communication and problem-solving skills
• Insurance experience is a bonus but not required
• Strong admin and organisational skills
• Eagerness to learn and grow your career
• Confidence identifying and securing new business opportunities

What You’ll Get:

• Full training & support
• Opportunity to gain insurance qualifications
• Long-term career progression
• Friendly, close-knit team environment
• Be part of a growing and respected local business