About this role
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 needsGather renewal terms, research alternatives, and prepare materials for Account ExecutivesManage renewal quotes and mid-term adjustments, keeping records accurate and up to dateRespond to insurer queries, confirm coverage, process policies, and follow up on documentationCheck policy documents for accuracy before approval and releaseSupport with account queries and credit control, escalating when neededApply compliance and regulatory requirements to all tasks
DAY-TO-DAY
Work closely with Account Executives to support clientsKeep client and policy records accurate and up to dateCommunicate with insurers and clients to resolve queries quicklyTrack deadlines to make sure tasks are completed on timeSuggest improvements to processes and support team goals
EXPERIENCE
Experience in insurance administration, ideally in a commercial settingAbility to work in a regulated, target-driven environmentUnderstanding of handling customer information securely and recognising potential risks
SKILLS
Strong customer service and communication skillsAbility to build positive relationships with clients and colleaguesWell-organised, detail-oriented, and able to meet deadlinesConfident with Microsoft OfficeGood analytical skills with accuracy in handling dataInitiative 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 advantageGCSE-level education or equivalent
If you have the relevant experience or know someone that does please contact me now on or email us at