Client Adviser (Wellbeing Health and Protection)
About this role
This role offers the opportunity to provide comprehensive support to Wellbeing, Health & Protection clients across the full broking lifecycle. You will deliver responsive, high-quality service by managing client renewals, handling queries promptly, and building strong relationships with internal teams. Key responsibilities include maintaining accurate client records, identifying cross-selling opportunities, and ensuring compliance with operational standards and FCA requirements. The ideal candidate holds or is working towards the Cert CII qualification and brings solid technical knowledge of employee benefits insurance. You should demonstrate strong communication skills, meticulous attention to detail, and the ability to manage competing priorities effectively. Proficiency with Microsoft Office, Outlook, and insurance client management systems is essential. The role offers competitive benefits including 30 days holiday, pension contributions, private medical insurance, and group life assurance.
Seniority
Junior - Mid
Qualifications
- Cert CII (in progress)
Specialist experience
- Employee Benefits
Office days
Minimum 0 days per week in office
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