Client Adviser - Corporate

Macbeth Insurance Brokers & Financial Services; Theale; On-site; GBP 34,000 - 50,000; Full time

Job summary

Macbeth Insurance Brokers & Financial Services in Theale seeks a Commercial Client Adviser to join our growing corporate team. You will support Client Executives on broking, renewals and new business, delivering proactive service to mid-market clients.

The ideal candidate has Cert CII or equivalent, 4–6 years’ experience, strong communication and negotiation skills, and the ability to work collaboratively or independently in a fast-paced environment.

Qualifications

• Must have Cert CII or equivalent or willingness to study.
• 4–6 years Client Adviser experience preferred but not compulsory.
• Good communication, negotiation and time management skills.
• Understanding of the insurance market and regulations.

Responsibilities

• Work with and support the Client Directors and Client 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 Material Damage to Cyber Liability and Management Liability.
• Produce and maintain accurate client records and invoices.
• Build relationships with clients to provide the best customer service and insurance advice.
• Discuss and negotiate terms with insurers and attend client visits when required.
• Identify cross/up-selling opportunities and support ad hoc duties.

Skills

Client Advising

Negotiation

Insurance Knowledge

Team Collaboration

Regulatory Knowledge

CII Qualification

Education

Cert CII / Equivalent

Tools

Acturis

Job description

At Macbeth we are seeking a highly motivated Commercial Client Adviser to join our growing 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.

About the role

At Macbeth we are seeking a highly motivated Commercial Client Adviser to join our growing 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 and Client 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 Directors and Client Managers.
• Produce renewal reports for the Client Directors and Client Managers
• 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 Directors and Client Managers 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.
• 4-6 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