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Senior Client Advisor

Lawes Consulting Group

Dundee

On-site

GBP 40,000 - 60,000

Full time

Today

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Job summary

A prestigious broking company is seeking a Senior Client Advisor in Perth, Scotland. In this full-time role, you'll manage commercial and agricultural risks, ensuring exceptional service and support. Responsibilities include handling client accounts, negotiating with insurers, and maintaining compliance. Ideal candidates will have a proven background in commercial insurance, a Cert CII qualification or progress towards it, and strong communication skills. Benefits include a competitive salary, 30 days holiday, and private medical insurance.

Benefits

30 days holiday plus bank holidays

Generous pension contribution

Private Medical Insurance

Group Life Assurance

Group Income Protection

Qualifications

Proven track record within commercial insurance or agricultural insurance broking.
Solid technical knowledge of commercial insurance and broking processes.

Responsibilities

Manage and service client accounts with Client Executives.
Apply insurance principles to policy wording queries.
Handle negotiations with insurers effectively.
Ensure compliance with operational standards and processes.
Build strong relationships with internal teams and clients.

Skills

Understanding of underwriting claims and regulatory standards (FCA compliance)

Confident user of Microsoft Suite; Acturis experience advantageous

Highly organised able to prioritise and manage workflow independently

Strong communication administration and decision-making skills

Professional integrity inclusive mindset

Education

Cert CII qualified or working towards

Job Description

Job Title: Senior Client Advisor

Location: Perth

Full / Part Time: Full Time

Salary: DOE

PURPOSE OF THE ROLE

Lawes is working with a prestigious broking company to recruit a Senior Client Advisor to handle commercial and agricultural risks. This is a fantastic opportunity to join a highly respected organisation that prides itself on delivering exceptional service to clients and supporting its executives with quality expertise.

As a Senior Client Advisor you will play a key role in the day-to-day management of client accounts ensuring smooth operations and outstanding client care. Youll be the trusted point of contact for insurers colleagues and clients applying your insurance knowledge to deliver solutions and support across a wide range of commercial risks in conjunction with a respected Account Executive.

KEY RESPONSIBILITIES

Work closely with Client Executives to manage and service client accounts
Apply insurance principles to everyday queries including policy wording extensions and limitations
Act as a reference point with insurers handling negotiations effectively
Ensure compliance with operational standards policies and processes
Build strong working relationships with colleagues and teams across the business
Collaborate to write renew and service clients through the full broking process
Maintain accurate client applications invoicing and data quality
Identify opportunities to meet client needs with additional services and products
Commit to ongoing learning and to stay ahead in the industry

SKILLS

Understanding of underwriting claims and regulatory standards (FCA compliance)
Confident user of Microsoft Suite; Acturis experience advantageous
Highly organised able to prioritise and manage workflow independently
Strong communication administration and decision‑making skills
Professional integrity inclusive mindset and ability to build trust with stakeholders

EXPERIENCE

Proven track record within commercial insurance or agricultural insurance broking
Solid technical knowledge of commercial insurance and broking processes

QUALIFICATIONS AND REQUIREMENTS