Client Adviser – Corporate

Macbeth Ltd; Reading; On-site; GBP 35,000 - 52,000; Full time

Job summary

Macbeth Ltd. in Reading, United Kingdom, is seeking a Commercial Client Adviser to join our growing broking team. You will support Client Executives on renewals and new business, delivering excellent service and insurance advice.

We value a proactive, collaborative mindset with Cert CII or willingness to study. Expect to manage diverse risks, build client relationships, and drive cross-selling opportunities in a fast-paced environment.

Qualifications

• Strong communication with clients and insurers.
• Solid understanding of commercial insurance products.
• Experience handling renewals and new business.

Responsibilities

• Service and retain existing clients and generate new business.
• Understand clients' business and insurance requirements.
• Handle risks including Material Damage, Liabilities, Cyber, and Professional Indemnity.
• Be first point of contact for queries, renewals, and mid-term adjustments.
• Maintain Acturis client records and prepare renewal/invoice documents.
• Build relationships and provide insurance advice.
• Attend client visits with the Client Manager/Director as needed.
• Review policy documentation for accuracy and chase debt when necessary.
• Identify cross- and upselling opportunities and delegate tasks as required.

Skills

Communication

Negotiation

Time management

Insurance knowledge

Collaboration/independence

Attention to detail

Proactive/self-motivated

Education

Cert CII or equivalent

Tools

Acturis

Job description

About the role At Macbeth we are seeking a highly motivated Commercial Client Adviser to join our growing 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. Please have a look through the benefits we offer and have a read of the testimonials we get.

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 a Treat Customers Fairly (TCF) and Consumer Duty culture across the organisation.

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

• Good communication skills.
• 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.

Macbeth Values

• Credible – We’ll be honest (because that’s how we do business); we don’t like jargon. We’ll keep things clear and factual so always know where you stand.
• Energetic – We’re extremely committed and we’ll never apologise for our enthusiasm! We’re energetic about what we do, because it helps you feel risk free.
• Entrepreneurial – We’re proud of our collaborative culture and we always encourage new ideas. It’s how we can be really responsive whilst also improving.
• Attentive – Our business isn’t really about insurance and finances; it’s about people and relationships. We’re good at finding out what you need. It’s why so much of our business comes from referrals.

Salary Dependant on experience