Insurance Client Advisor | Account Management & Service

Lawes Consulting Group; Manchester; On-site; GBP 40,000 - 46,000; Full time

Job summary

A consultancy firm in Manchester is seeking a Client Advisor to provide exceptional service in insurance account management. The role involves preparing documentation, handling renewals, and building client relationships. The ideal candidate will possess strong customer service skills and experience in a regulated environment. This position offers a full-time employment opportunity with a competitive salary.

Qualifications

• Experience in insurance administration ideally in a commercial setting.
• Ability to work in a regulated target-driven environment.
• Understanding of handling customer information securely.

Responsibilities

• Prepare documentation for new client accounts based on insurance needs.
• Gather renewal terms and prepare materials for Account Executives.
• Manage renewal quotes and mid-term adjustments.
• Respond to insurer queries and process policies.
• Check policy documents for accuracy before approval.
• Support with account queries and credit control.

Skills

Strong customer service and communication skills

Ability to build positive relationships with clients and colleagues

Well-organised and detail-oriented

Confident with Microsoft Office

Good analytical skills

Initiative and problem-solving skills

Education

GCSE-level education or equivalent

Chartered Insurance Institute qualification (e.g. Dip CII / FIT)

Job description

A consultancy firm in Manchester is seeking a Client Advisor to provide exceptional service in insurance account management. The role involves preparing documentation, handling renewals, and building client relationships. The ideal candidate will possess strong customer service skills and experience in a regulated environment. This position offers a full-time employment opportunity with a competitive salary.