Client Adviser - SME

Partners&.; Birmingham; Hybrid; GBP 32,000 - 52,000; Full time

Job summary

Partners& in Birmingham seeks a Client Adviser – SME to manage a portfolio of SME clients, delivering tailored insurance solutions and handling quotes, renewals, and mid-term adjustments. The role emphasises regulatory compliance and client satisfaction.

You will work closely with insurers and internal teams to ensure a smooth client experience, while identifying cross-selling opportunities and driving service improvements.

Qualifications

• Experience advising SME or commercial clients.
• Strong client relations and customer satisfaction.
• Hybrid working arrangement accepted.
• Proficiency with standard office software.

Responsibilities

• Manage and develop portfolio of SME clients with insurance advice.
• Prepare quotes, manage renewals, and handle mid-term adjustments.
• Maintain client contact to support retention and growth.
• Collaborate with insurers and internal teams for seamless service.
• Identify cross-selling opportunities and drive process improvements.

Skills

Client relations

Communication skills

Insurance knowledge

Attention to detail

Hybrid working

CII qualifications

Office software

Education

CII certifications

Tools

Insurance broking systems

Job description

Partners& is a next generation insurance advisor specialising in business and private client insurance, employee wellbeing, engagement and benefits, and risk management. The company focuses on providing advice that makes a tangible difference, working shoulder to shoulder with clients to deliver outcomes that shape their future. Partners& is committed to building long-term relationships through tailored, expert guidance and proactive support. The firm is authorised and regulated by the Financial Conduct Authority, ensuring high standards of professionalism, integrity, and client protection.

Role Description

The Client Adviser – SME is a full-time, hybrid role based in Birmingham, with flexibility to work from home part of the week. In this position, the individual will manage and develop a portfolio of small and medium-sized enterprise clients, providing insurance advice and solutions tailored to their business needs. Day-to-day responsibilities include handling client enquiries, preparing quotes, managing renewals, processing mid-term adjustments, and ensuring accurate documentation and compliance with regulatory requirements. The role involves maintaining regular contact with clients to support retention and growth, liaising with insurers to secure suitable coverage and terms, and collaborating with internal teams to deliver a seamless client experience. The Client Adviser – SME will also identify opportunities for cross-selling additional services and contribute to continuous improvement of processes and client service standards.

Qualifications

• Strong client relations and customer satisfaction skills, with the ability to build trust and long-term relationships with SME clients.
• Excellent communication and customer service skills, including clear verbal and written communication and a professional, client-focused approach.
• Solid understanding of insurance products and markets, preferably with experience advising SME or commercial clients.
• Strong attention to detail, organisational skills, and the ability to manage multiple client accounts and deadlines.
• Comfort with hybrid working arrangements and the ability to work both independently and collaboratively within a team.
• Relevant professional qualifications (e.g., progress toward or completion of CII certifications) and prior experience in an insurance advisory or brokerage environment are beneficial.
• Proficiency in standard office software and insurance broking systems, with good numerical and analytical skills.