Client Advisor
other jobs Greenfield Recruitment Ltd
Added before 3 Days
- England,West Midlands,Shropshire
- full-time
- £30,000 - £45,000 per annum, negotiable
Job Description:
Client Adviser Job Opportunity
Shrewsbury
Hybrid
Up 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 Role
As 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 .
Shrewsbury
Hybrid
Up 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 Role
As 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 .
Job number 1790581
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Company Details:
Greenfield Recruitment Ltd
We have been trading over 12 years as an agency. In 2009 we were a Greenfield Project. Sourcing permanent and contract IT professionals to high growth...