Client Advisor in Malton - Si Recruitment

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 payment processing and premium finance arrangements

About You

• Experience in a regulated or FCA-compliant environment
• Background in general insurance or strong client service experience
• Strong communication and organisational skills
• Confident working independently and as part of a team
• Customer-focused with a proactive approach

Desirable

• Knowledge of commercial insurance
• Progress towards CII qualifications
• Experience using Acturis or similar systems