Client Service Advisor

Lawes Insurance Recruitment; England; On-site; GBP 25,000 - 40,000; Full time

Job summary

A respected insurance brokerage is seeking both Junior and Senior Client Service Advisors in Surrey. The role involves delivering high-quality service across new business and renewals, maintaining client satisfaction, and supporting the company's growth in the insurance sector.

Qualifications

• Experience in a client-facing insurance role is required.
• Strong understanding of broking processes and procedures is needed.
• Demonstrated capability in both new business and renewal handling.

Responsibilities

• Maintain client and insurer relationships on a day-to-day basis.
• Process mid-term adjustments and administrative tasks.
• Ensure compliance with internal policies and use of Acturis.

Skills

Strong communication

High attention to detail

Interpersonal abilities

Ability to manage competing priorities

Proficient in Microsoft Office

Tools

Acturis

Relevant software tools

Job description

Job title: Client Service Advisor (Senior and Junior level required)

Location: Surrey

PURPOSE OF ROLE
Lawes consulting is working with a respected insurance brokerage to recruit both a Junior and Senior Client service adviser. This role is responsible for delivering high-quality service across both new business and renewals, ensuring clients receive appropriate cover aligned to their needs. The position plays a key part in maintaining client satisfaction and supporting the company’s growth as an independent, European-focused insurance group.

RESPONSIBILITIES

• Maintain client and insurer relationships on a day-to-day basis
• Process mid-term adjustments and administrative tasks
• Ensure compliance with internal policies and use of Acturis
• Broker new business under £10k premium and scheme/facility business
• Prepare broking presentations and handle invoicing for new business and renewals
• Liaise with internal stakeholders on broking strategy and client requirements

DAY-TO-DAY

• Manage client records and update underwriting information
• Produce broking documentation and renewal reports
• Handle policy wordings, terms, and risk register updates
• Support client directors and brokers across placements

EXPERIENCE

• Experience in a client-facing insurance role
• Strong understanding of broking processes and procedures
• Familiarity with Acturis or similar platforms
• Demonstrated capability in both new business and renewal handling

SKILLS

• Strong communication and interpersonal abilities
• High attention to detail and process compliance
• Ability to manage competing priorities effectively
• Proficient in Microsoft Office and relevant software tools

If you have the relevant experience or know someone that does please contact me now on 07458162842 or email us at [e-mail]

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