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Client Advisor

Employer
Greenfield I T Recruitment
Location
Shrewsbury, Shropshire, United Kingdom
Salary
Competitive Salary
Closing date
Dec 18, 2024
View more categoriesView less categories
Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Client Adviser Job Opportunity Shrewsbury HybridUp to £45,000 per annum Are you an experienced insurance professional looking to take the next step in your career? We are working on behalf of a leading, nationally recognised insurance broker to find a talented Client Adviser (Corporate) who will play a pivotal role in servicing their prestigious corporate client portfolio.About the RoleAs a Client Adviser, you’ll work closely with Client Executives to manage the day-to-day servicing of accounts. You’ll bring your insurance expertise to support policy management, negotiate with insurers, and ensure operational excellence.Client Adviser Key

Responsibilities:
  • Partner with Client Executives to service corporate accounts effectively.
  • Use your insurance knowledge to handle policy queries, wordings, and extensions.
  • Act as a liaison with insurers, including conducting negotiations.
  • Ensure compliance with operational standards, invoicing accuracy, and data quality.
  • Identify opportunities for cross-selling additional services or products.
  • Maintain up-to-date knowledge of FCA compliance and regulatory requirements.
  • Collaborate with internal teams to deliver exceptional client outcomes.
The Candidate:
  • Cert CII qualification (or working towards it).
  • Strong understanding of commercial insurance, including underwriting, claims, and broking processes.
  • Proficiency in Microsoft Office; experience with Acturis is a bonus.
  • Ability to organize workflows, prioritize tasks, and manage time efficiently.
  • A collaborative mindset with excellent communication skills.
  • Up-to-date knowledge of FCA compliance and regulatory standards.
Company Benefits:
  • 30 Day Holiday plus bank holidays
  • Life Assurance
  • Income Protection
  • Vitality Private Medical Cover
For further information on this role please contact Paige Bevan on or call .

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