Client Advisor – Insurance Services

About the role

Lawes Consulting Group is seeking a customer‑focused Client Advisor to support its insurance team. Working closely with Account Executives, you will help retain and grow client accounts by delivering high‑quality service and handling a range of broking and administrative tasks.

Key responsibilities

• Prepare documentation for new client accounts based on insurance requirements.
• Gather renewal terms, research alternatives and compile materials for Account Executives.
• Manage renewal quotes and mid‑term adjustments, keeping records accurate and up to date.
• Respond to insurer queries, confirm coverage, process policies and follow up on documentation.
• Check policy documents for accuracy before approval and release.
• Support account queries and credit control, escalating issues when needed.
• Apply compliance and regulatory requirements to all tasks.

Required profile

• Experience in insurance administration, preferably in a commercial setting.
• Ability to work in a regulated, target‑driven environment.
• Understanding of secure handling of customer information and risk awareness.
• Working towards or holding a Chartered Insurance Institute qualification (e.g., Dip CII/FIT) is an advantage.
• GCSE‑level education or equivalent.

Required skills

• Strong customer service and communication abilities.
• Well‑organised, detail‑oriented with the ability to meet deadlines.
• Proficiency with Microsoft Office.
• Good analytical skills and accuracy in data handling.
• Initiative and problem‑solving to support the team.

What we offer

• Competitive salary range of £35,000‑£45,000 per year.
• Opportunities for professional development within the insurance sector.
• Collaborative team environment with clear career progression pathways.