Client Advisor

Greenfield I T Recruitment

Posted 3 days ago, valid for 19 days

Shrewsbury, Shropshire SY3 8BW, England

£45,000 per annum

Full Time

Life Insurance

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Sonic Summary

The job opportunity is for a Client Adviser position at a leading insurance broker in Shrewsbury, offering a hybrid work model with a salary of up to £45,000 per annum.
Candidates should have a strong understanding of commercial insurance and ideally hold or be working towards a Cert CII qualification.
The role involves partnering with Client Executives to manage corporate accounts, handle policy queries, and negotiate with insurers.
Key responsibilities include ensuring compliance with operational standards and identifying opportunities for cross-selling services.
The position requires excellent communication skills and proficiency in Microsoft Office, with experience in Acturis considered a bonus.

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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