Client Advisor – Insurance

Client Advisor – Insurance Job Description Template

Our company is looking for a Client Advisor – Insurance to join our team.


  • Completion of summaries of insurance for all interested parties (client / network) – applying both technical and client knowledge post drafting;
  • Working with clients, Insurers and overseas network to address and resolve technical and portfolio issues outside of renewal;
  • Attendance at key client and market meetings;
  • Data review, validation and manipulation;
  • Negotiation of renewal terms/quotations and mid-term cover alterations;
  • Liaison with other divisions/offices of Willis to provide portfolio management for renewal and mid-term requirements;
  • Completion of Renewal Reports – applying both technical and bespoke client knowledge to finalise post drafting;
  • Interpretation and review of quotations, to ensure fit for purpose and meet client demands/needs;
  • Technical analysis, renewal strategy, coverage review and alternative programme design.


  • Intermediate knowledge of data analysis;
  • Good presentation skills;
  • Experience within the insurance broker sector;
  • Comprehensive knowledge of insurance and underwriting in order to deal effectively with client needs;
  • Intermediate level of IT systems (Microsoft office);
  • Preferably educated to A level or relevant industry experience;
  • Professional qualification of ACll or working towards this qualification is desirable;
  • Experience of working with and adhering to processes and systems that support client service delivery.