Insurance Client Advisor: Elevate SME Broking

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

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