Client Service Advisor
1 week ago
Job Description
Job title: Client Service Advisor (Senior and Junior level required)
Salary: £42,000
Location: Surrey
PURPOSE OF ROLE
Lawes consulting is working with a respected insurance brokerage to recruit both a Junior and Senior Client service adviser. This role is responsible for delivering high-quality service across both new business and renewals, ensuring clients receive appropriate cover aligned to their needs. The position plays a key part in maintaining client satisfaction and supporting the company's growth as an independent, European-focused insurance group.
RESPONSIBILITIES
- Maintain client and insurer relationships on a day-to-day basis
- Process mid-term adjustments and administrative tasks
- Ensure compliance with internal policies and use of Acturis
- Broker new business under £10k premium and scheme/facility business
- Prepare broking presentations and handle invoicing for new business and renewals
- Liaise with internal stakeholders on broking strategy and client requirements
DAY-TO-DAY
- Manage client records and update underwriting information
- Produce broking documentation and renewal reports
- Handle policy wordings, terms, and risk register updates
- Support client directors and brokers across placements
EXPERIENCE
- Experience in a client-facing insurance role
- Strong understanding of broking processes and procedures
- Familiarity with Acturis or similar platforms
- Demonstrated capability in both new business and renewal handling
SKILLS
- Strong communication and interpersonal abilities
- High attention to detail and process compliance
- Ability to manage competing priorities effectively
- Proficient in Microsoft Office and relevant software tools
If you have the relevant experience or know someone that does please contact me now on or email us
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