Client Advisor

Si Recruitment · Malton, England, United Kingdom

Location
Malton
Job Type
Full-time
Posted
June 27, 2026

Job Description

We are seeking a Client Advisor to join a busy Commercial Insurance team within a well-established independent brokerage. You will provide high-quality service and technical support to clients, helping to manage their insurance needs from new business through to renewals and mid-term adjustments.

Working closely with Client Executives and insurers, you’ll play a key role in delivering excellent client outcomes while developing your technical knowledge of commercial insurance.

Key Responsibilities

  • Manage new business, renewals and mid-term adjustments

  • Provide technical administration across commercial insurance policies

  • Liaise with insurers to secure appropriate cover for clients

  • Handle client queries, claims support and policy updates

  • Ensure accurate records and compliance with FCA requirements

  • Identify cross-selling and up-selling opportunities

  • Support paym...

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