Client Adviser (SME)

IDEX Consulting; Bristol; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Join a leading insurance brokerage as a Client Adviser, providing exceptional service to SME clients. You will manage the complete broking process, from renewals to new business, while ensuring compliance with operational standards. Ideal candidates will have a Cert CII qualification, strong understanding of commercial insurance, and excellent communication skills. This role offers competitive salary and professional development opportunities while supporting a collaborative work environment.

Benefits

Supportive working environment

Opportunities for professional development

Comprehensive benefits package

Flexible working arrangements

Qualifications

• Cert CII qualification is required or in progress.
• Technical knowledge of commercial insurance is necessary.
• Experience in client-facing roles with exceptional service.
• Knowledge of FCA compliance standards.

Responsibilities

• Deliver high-quality service to SME clients.
• Manage the full broking process including renewals.
• Build relationships with internal teams to enhance service.
• Negotiate with insurers and maintain client records.

Skills

Organisational skills

Time management skills

Strong communication abilities

Administrative capabilities

Understanding of broking processes

Education

Cert CII qualified or working towards

Tools

Microsoft Office

Outlook

Insurance software (Acturis as advantage)

Job description

A leading insurance brokerage is seeking a Client Adviser to join its expanding SME team. The successful candidate will be responsible for delivering a first-class, end-to-end service to SME clients, ensuring each interaction is handled with professionalism, efficiency, and attention to detail.

Key Responsibilities

• Provide a high-quality, proactive service to existing and prospective SME clients.
• Manage the full broking process including new business, renewals, and mid-term adjustments.
• Build strong working relationships with internal teams, including Claims and Broking, to ensure seamless service delivery.
• Negotiate with insurers to achieve the best possible outcomes for clients.
• Ensure compliance with all operational standards, policies, and regulatory requirements.
• Maintain accurate client records and manage invoicing using internal systems.
• Identify cross-selling opportunities and refer leads to the appropriate internal teams.
• Commit to personal development and maintain relevant Continuing Professional Development (CPD).

Qualifications:

• Cert CII qualified or working towards.

Experience:

• Strong technical knowledge of commercial insurance.
• Proven experience delivering exceptional service in a client-facing role.

Skills:

• Excellent organisational and time management skills.
• Strong communication and administrative capabilities.
• Confident in using Microsoft Office, Outlook, and insurance software (experience with Acturis is an advantage).
• Good understanding of broking processes and FCA compliance standards.

What's on Offer

• A supportive and collaborative working environment
• Clear opportunities for professional development and career progression
• Competitive salary with a comprehensive benefits package
• Hybrid or flexible working arrangements (where applicable)

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.