Client Advisor

Description:

Nashrock Insurance Recruitment is seeking a skilled Account Handler / Client Advisor to join a dynamic, independent insurance brokerage. This position is ideal for professionals experienced in managing corporate or mid-market clients who are looking to take the next step in their career within a collaborative and supportive team environment.

The successful candidate will play a key role in supporting a Client Executive, ensuring clients receive exceptional service and that all aspects of their insurance portfolios are handled efficiently and accurately.

Key Responsibilities

• Manage and support a portfolio of corporate and mid-market clients, ensuring seamless service delivery.

• Work closely with a Client Executive to maintain and grow client relationships.

• Prepare and process insurance documentation, renewals, mid-term adjustments, and quotations.

• Utilize Acturis software for policy administration, documentation, and reporting.

• Provide expert advice and guidance to clients, maintaining compliance with company and regulatory standards.

• Assist in identifying opportunities for cross-selling and business development.

• Liaise with insurers to negotiate terms, cover, and pricing on behalf of clients.

• Ensure all documentation is accurate and compliant with FCA regulations.

Requirements

• Experience: 4–5 years in an account handling or client advisory role within the insurance sector.

• Industry Expertise: Strong background in corporate or mid-market insurance cases.

• Technical Skills: Proficiency in Acturis software is essential.

• Qualifications: Cert CII qualification (or currently pursuing it) is desirable.

• Communication: Excellent interpersonal and client relationship skills.

• Work Ethic: Self-motivated, detail-oriented, and capable of managing multiple tasks under pressure.

Working Conditions

• Location: Chelmsford preferred, but Ipswich or London offices available.

• Hybrid Work Model: After a 3-month probation period, you’ll work 3 days in the office and 2 days from home.

• Hours: Monday to Friday, 9:00 am – 5:00 pm.

Why Join

• Work within a close-knit, collaborative team that values professionalism, integrity, and personal growth.

• Enjoy a family-oriented company culture that emphasizes employee well-being and development.

• Access to structured career development and training pathways to help you advance professionally.

• Participate in regular team events and initiatives that foster inclusion and engagement.

• Be part of an organization that celebrates diversity, encourages innovation, and promotes equal opportunity for all employees.