Job Description
Job Title: SME & Property Owners Client Adviser
Location: Birmingham
Salary: £30,000 – £35,000
Benefits: Incentives for new business and cross-sell activity, CII study support
About the Company:
A well-established and growing independent insurance broker with a strong regional presence and an ambitious growth strategy. The business has recently expanded through acquisitions and is continuing to invest heavily in its broking teams as part of a wider plan to significantly grow its GWP over the coming years.
The Birmingham office is a collaborative and supportive environment where Client Advisers work closely with experienced Account Executives, leadership, and a dedicated claims team. The firm is proud of its Chartered status and actively supports professional development through CII qualifications and internal progression opportunities.
Role Summary:
This role focuses on managing an SME and Property Owners portfolio, giving the successful candidate autonomy over their own book of business. You’ll take ownership of the full renewal cycle while building strong client relationships and ensuring policies remain competitive and tailored to client needs.
The position offers excellent exposure to a varied SME client base and provides a clear pathway toward Senior Client Adviser or Account Executive roles as the business continues to expand.
Key Responsibilities:
• Manage a portfolio of SME and Property Owners clients: Build long-term relationships while maintaining ownership of your renewal book.
• Handle the renewal process end-to-end: Conduct pre-renewal calls and negotiate competitive terms to retain and strengthen accounts.
• Manage policy changes and client servicing: Handle MTAs and ongoing queries to ensure a smooth client experience.
• Support client retention and growth: Identify cross-sell opportunities to increase policy coverage and strengthen client relationships.
• Manage debtor responsibility: Maintain oversight of outstanding payments and ensure financial compliance within your portfolio.
Requirements:
• Experience in a Commercial Account Handler or Client Adviser position
• Experience managing a portfolio of SME or Property Owners clients
• Exposure to products such as Commercial Combined, Property Owners, or similar commercial policies
• Experience using broking systems such as Acturis is highly desirable
• Strong organisation and time management skills
• Ability to collaborate with colleagues in an office-based team environment
If this role isn’t quite right, it’s still worth speaking to one of our specialist team, we may be working on something that hasn’t hit the market yet.
Related Job Titles: Commercial Account Handler, Insurance Account Handler, Client Adviser, Commercial Insurance Broker, SME Account Handler