Client Advisor

Lawes Consulting Group; West of England; Vor Ort; GBP 28.000 - 36.000; Vollzeit

Zusammenfassung

Lawes Consulting Group in Bristol is seeking a Client Advisor to join a leading multinational insurance broker. You will manage a portfolio of commercial clients and provide expert advice on their insurance programmes.

The role focuses on building strong client relationships, negotiating terms with insurers and ensuring compliant, high-quality service in a fast-paced environment.

Qualifikationen

• Experience in commercial insurance broking.
• Strong client relationship management skills.
• Understanding of policy documentation and coverages.
• Awareness of FCA regulations and compliance.
• Progress towards Cert CII is advantageous.

Aufgaben

• Manage an established portfolio of commercial insurance clients.
• Provide day-to-day advice on insurance arrangements.
• Handle renewals and mid-term adjustments.
• Negotiate terms with insurers to meet client needs.
• Identify opportunities to cross-sell products.
• Ensure policies provide appropriate cover for clients' changing needs.
• Maintain accurate client records in line with regulatory requirements.
• Collaborate with Account Executives and placement teams to deliver a seamless client experience.
• Proactively address client queries with high service standards.
• Ensure adherence to FCA regulations and internal procedures.

Kenntnisse

Commercial insurance broking

Client relationship management

Policy documentation

FCA regulations

Communications skills

Ausbildung

Cert CII progress (advantageous)

Jobbeschreibung

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.