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Client Advisor
Descrizione del lavoro
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.
Competenze
- Experience in insurance administration ideally in a commercial setting.
- Ability to work in a regulated target-driven environment.
- Understanding of handling customer information securely.
Mansioni
- 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.
Conoscenze
Formazione
Job title: Client Advisor
Salary: 40000
Location: Manchester
Lawes Consulting are looking for a customer-focused Insurance Client Advisor to join our clients team. You will work alongside Account Executives to deliver excellent service to clients helping to retain and grow accounts. This role involves supporting with account management broking and technical tasks while building strong client relationships and ensuring a smooth service experience.
- Prepare documentation for new client accounts based on insurance needs
- Gather renewal terms research alternatives and prepare materials for Account Executives
- Manage renewal quotes and mid‑term adjustments keeping records accurate and up to date
- Respond to insurer queries confirm coverage process policies and follow up on documentation
- Check policy documents for accuracy before approval and release
- Support with account queries and credit control escalating when needed
- Apply compliance and regulatory requirements to all tasks
- Work closely with Account Executives to support clients
- Keep client and policy records accurate and up to date
- Communicate with insurers and clients to resolve queries quickly
- Track deadlines to make sure tasks are completed on time
- Suggest improvements to processes and support team goals
- Experience in insurance administration ideally in a commercial setting
- Ability to work in a regulated target‑driven environment
- Understanding of handling customer information securely and recognising potential risks
- Strong customer service and communication skills
- Ability to build positive relationships with clients and colleagues
- Well‑organised detail‑oriented and able to meet deadlines
- Confident with Microsoft Office
- Good analytical skills with accuracy in handling data
- Initiative and problem‑solving skills to support the team
- Working towards or holding a Chartered Insurance Institute qualification (e.g. Dip CII / FIT) is an advantage
- GCSE‑level education or equivalent
If you have the relevant experience or know someone that does please contact me now on or email us at
Key Skills: Channel Marketing, Accounting Tally, CSS, Corporate Risk Management, Hibernate, Brokerage
Employment Type: Full‑Time
Experience: years
Vacancy: 1
* Il benchmark retributivo si basa sugli obiettivi retributivi dei leader del mercato nei rispettivi settori. È pensato per orientare gli utenti Premium nella valutazione delle posizioni aperte e aiutarli a negoziare la propria retribuzione. Tale benchmark non è fornito direttamente dall'azienda, quindi la retribuzione effettiva potrà risultare anche notevolmente superiore o inferiore.