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An exciting opportunity has arisen for a Client Adviser (Corporate) to join a dynamic and professional team. The successful candidate will play a key role in supporting Client Executives while delivering exceptional service to a portfolio of corporate clients.
This position is ideal for someone with a strong understanding of commercial insurance and a passion for delivering outstanding client outcomes through collaboration, technical expertise, and proactive relationship management.
Key Responsibilities
* Support Client Executives in the day-to-day servicing of corporate client accounts.
* Respond to client queries and apply insurance principles, policy terms, and coverage knowledge.
* Understand and contribute to underwriting, claims, and broking processes.
* Act as a key point of contact with insurers, including managing negotiations.
* Maintain accurate client records and manage invoicing and data through internal systems.
* Collaborate with internal teams to deliver an end-to-end broking service.
* Identify additional opportunities for cross-selling and refer them appropriately.
* Operate in accordance with internal policies, business standards, and FCA compliance requirements.
* Continuously develop skills and maintain CPD, demonstrating a commitment to professional growth.
Qualifications:
* Cert CII (or working towards).
Experience and Skills:
* Strong technical knowledge of commercial insurance.
* Excellent communication, administrative, and decision-making skills.
* Effective at organising workload, managing time, and prioritising tasks.
* Confident user of Microsoft Office; experience with Acturis is advantageous.
* Solid understanding of broking processes and regulatory compliance.
* Comfortable raising concerns and escalating appropriately when needed.
* Works collaboratively and contributes to a culture of inclusion.
* Considers broader business contexts and demonstrates professional integrity.
* Helps empower stakeholders with accurate information and guidance.
What's on Offer
* A supportive, people-first working environment
* Ongoing learning and development opportunities
* Competitive salary and comprehensive benefits package
* Hybrid or flexible working options where possible
* A chance to make a real difference in client outcomes and be part of a forward-thinking team
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