Client Adviser Team Leader

Company: IDEX Consulting
Apply for the Client Adviser Team Leader
Location: Bristol
Job Description:

Overview

In this role, you will lead a client advisory team within a growing insurance broker environment, guiding a five-person advisory group and ensuring top-quality client service for Corporate Client Executives and their clients. You will provide technical guidance on a diverse corporate insurance portfolio and mentor staff to deliver proactive, value-driven service. The position sits in a transformative period with a focus on people development, process improvement, and building a high-performing culture. You will work closely with senior leadership to shape the client servicing function and support ongoing growth.

Pay / Benefits

  • Salary up to 55,000
  • Bonus potential up to 15,000
  • Hybrid working
  • Comprehensive benefits package
  • Career progression opportunities
  • Supportive leadership team

Responsibilities

  • Lead, mentor and develop a team of five Client Advisors, including graduates
  • Provide technical guidance across a varied corporate insurance portfolio
  • Coach team to deliver proactive, consultative client service
  • Drive engagement, performance and continuous improvement within the team
  • Support the smooth running of the client servicing function with high service standards
  • Foster a collaborative, high-performing culture during growth

Key requirements

  • Strong technical background in corporate insurance
  • Experience as Team Leader or Senior Client Advisor ready for management
  • Excellent coaching and mentoring skills
  • Consultative approach to client service and problem-solving
  • Strong organisational skills for managing multiple priorities in a fast-paced environment
  • coaching and mentoring
  • collaboration
  • problem-solving
  • corporate insurance knowledge
  • client advisory
  • leadership and people development

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Posted: October 1st, 2026