Client Advisor

Are you an experienced insurance professional looking for an opportunity to manage a diverse portfolio of clients while advancing your career in a supportive and innovative environment? My client, a well-established independent insurance broker, is seeking a Client Adviser to join their growing team.

About the Role

As a Client Adviser, you will play a vital role in managing and nurturing client relationships, ensuring their insurance needs are met with professionalism and expertise. You will be part of a dynamic internal broking team, working under the guidance of the Associate Director in a hybrid working environment

Key Responsibilities

• Manage your own portfolio of commercial clients.
• Prepare comprehensive market presentations, reflecting renewal strategies.
• Create detailed client renewal reports.
• Address day-to-day client insurance and risk queries.
• Handle mid-term changes to policies.
• Attend insurer and client meetings as required.
• Provide support to the Associate Director in all areas of insurance broking.
• Foster and maintain strong client relationships.

• A minimum of 3 years’ experience in account handling or client advisory within commercial insurance broking.
• Experience in the Charity or Education sectors is advantageous but not essential.
• Strong written and verbal communication skills.
• A proactive approach to professional development, including pursuing insurance qualifications if not already achieved.

This is a fantastic opportunity to join a forward-thinking company that values professional growth, collaboration, and work-life balance. You'll work alongside experienced professionals in a hybrid model that allows for flexibility while maintaining a connected and supportive office culture.