At Macbeth we are seeking a highly motivated Client Adviser to join our Corporate team. This role is ideal for an individual looking to join a fast-paced, commercial broking environment where you will be supporting the Client Executive on all aspects of broking, both renewals and new business.
Day to Day accountabilities
* Work with and support the Client Directors/Managers to service and retain existing clients and generate new business.
* Fully understand the clients business and insurance requirements.
* Handle all types of risks, from traditional Material Damage and Liabilities to Cyber Liability, Management Liability and Professional Indemnity.
* Manage the client and be the first point of contact for all day to day queries, renewals, amendments and midterm adjustments as necessary.
* Produce and maintain accurate Acturis client records.
* Produce system Invoices for renewals, mid‑term adjustments and new business cases.
* Build and maintain relationships with clients to provide best customer service.
* Provide clients and prospects with insurance advice.
* Produce and send to clients renewal letters as requested by the Client Manager/Director.
* Produce renewal reports for the Client Manager/Director.
* Provide insurers with accurate information via market presentations and follow up requests to ensure they can assess each risk correctly.
* Discuss and negotiate terms with insurers.
* Attend client visits with the Client Manager/Director where necessary and required.
* Take ownership of problems and their resolution, seeking assistance where necessary.
* Review policy documentation to ensure the information presented is correct.
* Chase client debt where necessary.
* Identify cross and up‑selling opportunities.
* Delegate tasks to the Broker support role.
* Any other ad hoc duties as requested.
Stakeholder Management
* Maintain and grow excellent relationships with clients and insurers.
* Build internal relationships across the organisation.
Compliance
* Be aware and understand the Company’s compliance policies and procedures and ensure full compliance relevant to the role.
* Ensure all relevant business activities fully comply with FCA regulations.
* Promote and embed.
Conduct and Ethics
* Lead by personal example and demonstrate high standards of professional behaviour and ethical understanding of colleagues, customers and the community.
* Comply with the FCA Individual Conduct Rules.
Skills and Experience Required
* Negotiation and time management skills.
* Understanding of the insurance market and regulations.
* Ability to work collaboratively or independently.
* Good attention to detail.
* Proactive and self‑motivated.
* Cert CII qualified, equivalent experience or willingness to study.
* 4‑5 years Client Adviser experience preferred but not compulsory.
What we offer
* Competitive salary and benefits package
* Private Medical Insurance
* Ongoing learning and development support
* Group life assurance
* Optical and dental cash back
* CII membership paid
* Loyalty scheme rewarding our people after 5, 10, 15 and 20 years service
* Generous recruitment finders fee scheme
* Have your birthday on us with a free day off!
* Christmas period off (well almost! Just half a day needed)
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