Details:
- Salary: £35,000 - 45,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: 3rd Floor Cloister HouseRiverside Manchester Greater Man
- Date: 6 days ago
Description:
Job title: Client Advisor
Salary: £45,000
Location: Manchester, Swindon or Birmingham
PURPOSE OF ROLE
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.
RESPONSIBILITIES
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
DAY-TO-DAY
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
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
SKILLS
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
QUALIFICATIONS
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 (phone number removed) or email us at (url removed)