Client Adviser (Schemes)
About this role
This role involves providing comprehensive account servicing and client support within a schemes team environment. The successful candidate will manage day-to-day client interactions, apply insurance expertise to policy queries, and liaise with insurers on behalf of clients. Key responsibilities include servicing accounts through end-to-end broking processes, maintaining operational standards, identifying opportunities to cross-sell services, and building strong relationships across internal and external stakeholders. The role requires proficiency with Microsoft Office, strong communication and organisational skills, and the ability to work collaboratively within a team-focused culture. Candidates should hold or be working towards CertCII qualification and demonstrate solid insurance knowledge, including understanding of underwriting, claims, and broking processes. Commercial insurance technical expertise, familiarity with FCA compliance, and experience with insurance client systems are desirable but not essential. The hiring team values integrity, inclusive practices, and commitment to continuous professional development. The position offers 30 days holiday plus bank holidays, pension contributions, private medical insurance, group life assurance, and income protection.
Seniority
Mid - Senior
Qualifications
- Cert CII (in progress)
Specialist experience
- Schemes / DA
Office days
Minimum 0 days per week in office
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