Client Advisor

Location: One America Square, 17 Crosswall, London EC3N 2LB

London office and flexible working

The Company

Ambitious growth calls for ambitious people, which is why we focus our energy on inspiring and supporting our colleagues every step of their self-development journey at SRG. You’ll often hear us say that people and culture is at the heart of everything we do, and our People & Culture team lead our pursuit of creating a culture where colleagues are both engaged and motivated to be their best at work. People are the first element of our business plan, which ensures our colleagues are at the forefront of all business decisions – meaning you’ll be working for a company that genuinely cares about you! We are kind, positive and thoughtful in our approach and are building a company we are proud to tell our friends and family about.

The Role

The Specialist Risk Group is seeking a dynamic and skilled individual to join our team as an Operations Business Analyst/ Project Manager. This role requires expertise in project management coupled with a deep understanding of operational processes within the insurance brokerage industry. The successful candidate will play a key role in managing projects, analysing operational requirements, and implementing solutions to optimise business processes and drive operational excellence.

Key Responsibilities

1. Project Management:

  • Lead and oversee multiple projects concurrently, ensuring they are delivered on time,within budget, and in line with quality standards.
  • Develop comprehensive project plans, schedules, and resource allocation strategies to achieve project objectives.
  • Coordinate with cross-functional teams to execute project deliverables effectively, providing guidance and support as needed.
  • Monitor project progress, identify risks, and implement mitigation strategies to ensure successful project outcomes.
  • Communicate project status updates, issues, and resolutions to stakeholders at all levels.

2. Operations Business Analysis:

  •  Collaborate with stakeholders to analyse operational processes, identify pain points, and recommend improvements to enhance efficiency and effectiveness.
  • Conduct thorough analysis of business requirements, user needs, and system functionalities to support operational enhancements and strategic initiatives.
  • Develop business cases, requirements documents, and process workflows to guide project implementation and ensure alignment with business objectives.
  • Facilitate workshops and meetings with stakeholders to elicit requirements, gather feedback, and drive consensus on solutions.
  • Utilise data analysis techniques to assess operational performance, identify trends, and provide insights to inform decision-making.

3.Stakeholder Management:

  • Establish and maintain strong relationships with internal and external stakeholders, including insurance brokers, operations teams, clients, and vendors.
  • Serve as a liaison between business units and technical teams to ensure alignment of project objectives with operational needs.
  • Actively engage stakeholders throughout the project lifecycle, soliciting feedback, addressing concerns, and fostering collaboration.

4.Continuous Improvement:

  • Stay abreast of industry trends, best practices, and regulatory changes affecting insurance brokerage operations.
  • Identify opportunities for process optimisation, automation, and innovation to drive continuous improvement and enhance operational performance.
  • Lead or participate in initiatives to streamline workflows, reduce operational costs, and enhance the overall client experience.

About You

We are looking for candidates who have:

  • Proven insurance experience
  • Certification in project
  • Demonstrated expertise in managing complex
  • Proficiency in project management tools (e.g., Smartsheet) and operations analysis techniques (e.g., process mapping, root cause analysis).
  • Good understanding of insurance brokerage operations, including policy administration, claims processing, and regulatory compliance.
  • Analytical mindset, with the ability to synthesise data, identify patterns, and develop actionable insights.
  • Experience of building and monitoring
  • Working knowledge of change management principles
  • Proven track record of delivering results in a fast-paced, deadline-driven
  • Excellent communication, negotiation, and interpersonal skills, with the ability to interact effectively with stakeholders at all levels.
  • Exceptional organisational
  • Excellent written and verbal communication
  • Outstanding attention to detail and time management skills.

For more information on this role, please contact the People & Culture team – people&

To apply, please submit your C.V. and any relevant supporting documentation via email, stating which role you are interested in.

Apply here

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