Client Advisor - £35k Base - Great Opportunity for Career progression!

The Skills Coalition; Bolton; On-site; GBP 32,000 - 39,000; Full time

Job summary

The Skills Coalition in Bolton is seeking a proactive Client Advisor to deliver exceptional end-to-end service to SME clients. You will manage the broking process, from writing and renewing policies to servicing ongoing needs, working with insurers to secure favourable outcomes.

You will collaborate with internal teams, maintain data quality, handle invoicing, and ensure compliance. The role offers a clear path for career progression in a people-first business that values client satisfaction and

Qualifications

• Solid knowledge of commercial insurance and broking processes.
• Experience delivering high-quality client service.
• Strong communication and organisational skills.
• Able to use MS Office; Acturis experience is a bonus.
• Good understanding of FCA compliance rules.

Responsibilities

• Provide outstanding end-to-end service for SME clients.
• Manage broking process: writing, renewing, servicing policies.
• Build relationships with insurers; negotiate terms.
• Collaborate with internal teams to improve client experience.
• Maintain data quality, handle invoicing, and compliance.
• Keep up with industry knowledge and professional development.

Skills

Commercial insurance knowledge

Client service excellence

Communication and organisation

Problem-solving

Regulatory compliance

Tools

MS Office

Acturis

Job description

Client Advisor - £35k Base - Great Opportunity for Career progression!

Bolton, United Kingdom | Posted on 18/11/2024

• Work Experience 2+ years to Senior 7+ years
• Province Greater Manchester
• Country United Kingdom
• Postal Code BL1

Job Description

Client Advisor – Bolton – Up to £35,000 Base Salary

Are you ready for the next step in your career? Join a fast-growing, people-first business that’s redefining the way we interact with clients. We're looking for a proactive, positive, and client-focused individual to be part of our dynamic team.

What You’ll Do:

As a Client Advisor, you’ll deliver an outstanding end-to-end service for SME clients. Your role will include:

• Providing exceptional service to clients, ensuring their needs are met promptly and effectively.
  
• Managing the entire broking process, including writing, renewing, and servicing policies.
  
• Building strong relationships with insurers, negotiating terms to secure the best outcomes for clients.
  
• Collaborating with internal teams to ensure seamless service and identify opportunities to enhance the client experience.
  
• Maintaining data quality, handling invoicing, and adhering to compliance and regulatory standards.
  
• Staying up-to-date with industry knowledge and professional development.
  

Requirements

What We’re Looking For:

• Solid technical knowledge of commercial insurance and broking processes.
  
• Proven ability to deliver responsive, first-class client service.
  
• Excellent communication, organisational, and problem-solving skills.
  
• Confidence using technology and software, including MS Office (Acturis experience is a bonus).
  
• Strong understanding of FCA compliance rules and regulatory standards.
  

Why Join Us?

• Be part of a values-driven, collaborative team that challenges the norm.
  
• Thrive in a supportive environment that prioritizes professional growth.
  
• Contribute to a business that values innovation, client satisfaction, and teamwork.