Client Advisor
| Company: | Castle View Personnel |
|---|---|
| Salary: | £30,000 to £40,000 a year |
| Hours: | Full-time |
| Location: | Inverness |
| Working pattern: | Hybrid - 3 days remote |
| Job type: | Permanent |
| Posting date: | 14 Sept 2026 |
| Closing date: | 14 Oct 2026 |
Summary
Title: Client Advisor
Type: Permanent
Hours: Full Time
Location: Inverness (Hybrid working available)
Salary: £30,000 - £40,000
Summary:
Our client has an excellent career opportunity for a Client Advisor to join their Commercial Insurance Team based in Inverness with the option for hybrid working. The purpose of this role is to provide an exceptional service to clients and quality support to Client Executive and specific duties include:
Working closely with the Client Executive with responsibility for the day to day servicing of client accounts.
Apply insurance knowledge & principles to day-to-day work queries.
Ability to apply standard policy wording, extensions and limitations.
Has a general understanding of the underwriting, claims and broking processes.
To act as a point of reference with insurers and dealing with negotiations.
Working to business operational standards, policy and processes.
Having awareness of the different distribution channels.
Build positive working relationships with internal colleagues and teams.
Use client applications as defined by the business including invoicing and data quality.
Maintain own learning & CPD and a thorough understanding and application of the Client Journey.
Qualifications
Cert CII
Experience/skills
Excellent communication, administration and decision-making skills.
Sound technical knowledge of the insurance industry with reference to commercial insurance.
Ability to organise workflow, prioritising tasks and managing own time.
Confident in using Microsoft Suite.
Working knowledge of broking processes and regulatory standards.
Up to date knowledge of FCA compliance rules.
Competent user of insurance client system; Acturis and advantage.
Confident in both raising & receiving concerns & know how to appropriately escalate issues.
Engage with other team members to achieve better customer outcomes.
Encourage others to embrace an inclusive culture.
Consider the wider context of situations & deal with any ambiguities.
Consistently role model professional principle, values & personal integrity in order to build trust.
Ensure stakeholders have the information & tolls necessary to make capable & confident decisions.
For more information please respond by email or contact Castle View Personnel on 01463 230 200.
Castle View Personnel (Inverness) Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
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