Senior Client Advisor

Trades Workforce Solutions; Dykes of Gray; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage located in Perth is seeking a Senior Client Advisor to manage and service commercial and agricultural client accounts. You will work closely with Client Executives, handling negotiations with insurers and ensuring compliance with operational standards. The ideal candidate has a proven track record in insurance and is confident in communication and administration. Benefits include a competitive salary, generous holiday, and private medical insurance.

Benefits

Competitive salary

30 days holiday plus bank holidays

Generous pension contribution

Private Medical Insurance

Group Life Assurance

Group Income Protection

Qualifications

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

Responsibilities

• Manage and service client accounts alongside Client Executives.
• Handle negotiations with insurers effectively.
• Ensure compliance with operational standards and policies.
• Build strong working relationships with colleagues.
• Identify opportunities to meet client needs.

Skills

Understanding of underwriting, claims, and regulatory standards

Confident user of Microsoft Suite

Highly organised

Strong communication skills

Professional integrity

Education

Cert CII qualified or working towards

Tools

Microsoft Suite

Acturis

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. You’ll 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

• Cert CII qualified or working towards

Benefits

• Competitive salary
• 30 days holiday plus bank holidays
• Generous pension contribution
• Private Medical Insurance
• Group Life Assurance
• Group Income Protection

If you have the relevant experience or know someone that does, please contact me now on 07880553345 or email us at [e-mail]