Client Advisor

Manchester - UK

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Description

Job title: Client Advisor

Salary: 40000

Location: Manchester

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 or email us at

Required Experience:

Unclear Seniority

Job DescriptionJob title: Client AdvisorSalary: 40000Location: ManchesterPURPOSE OF ROLELawes 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...