Client Advisor – Bolton – Up to £35,000 Base Salary Are you ready for the next step in your career?
Join a fast-growing, people-first business that's redefining the way we interact with clients.
We're looking for a proactive, positive, and client-focused individual to be part of our dynamic team.
What You'll Do: As a Client Advisor, you'll deliver an outstanding end-to-end service for SME clients.
Your role will include: Providing exceptional service to clients, ensuring their needs are met promptly and effectively.
Managing the entire broking process, including writing, renewing, and servicing policies.
Building strong relationships with insurers, negotiating terms to secure the best outcomes for clients.
Collaborating with internal teams to ensure seamless service and identify opportunities to enhance the client experience.
Maintaining data quality, handling invoicing, and adhering to compliance and regulatory standards.
Staying up-to-date with industry knowledge and professional development.
Requirements What We're Looking For: Solid technical knowledge of commercial insurance and broking processes.
Proven ability to deliver responsive, first-class client service.
Excellent communication, organisational, and problem-solving skills.
Confidence using technology and software, including MS Office (Acturis experience is a bonus).
Strong understanding of FCA compliance rules and regulatory standards.
Benefits Why Join Us?
Be part of a values-driven, collaborative team that challenges the norm.
Thrive in a supportive environment that prioritizes professional growth.
Contribute to a business that values innovation, client satisfaction, and teamwork.
If you're passionate about delivering excellence and want to make a real impact, we'd love to hear from you.
Apply now and take your career to the next level!