CareerPlan

Client Advisor Team Leader

Birmingham, England, GBFull-time2026-11-06 → 2026-11-10
Hybrid

Core

Lead and develop a team of Client Advisors to manage a diverse corporate portfolio, collaborate with clients and insurers, and contribute to office growth and strategy.

Role type

Senior IC Client Advisor Team Leader

Builds

Corporate insurance portfolios and client service solutions

Domain

Insurance / Risk Management

Deliverable

client delivery

Required skills

Team leadership, account handling (medium to large UK/Global), market presentation preparation, negotiation, quote analysis, strategic goal achievement

Preferred skills

CII qualification, ACII qualification, Microsoft Office proficiency

Responsibilities

Manage and develop a team of Client Advisors, participate in leadership team strategy development, collaborate on insurance renewal placement strategies, represent the office in national forums, deliver best practice service solutions