Client Advisor

IDEX Consulting Ltd.; Harrogate; Hybrid; GBP 45.000 - 55.000; Vollzeit

Benefits dieser Stelle

Discretionary annual bonus

Hybrid working

Zusammenfassung

IDEX Consulting Ltd. is seeking a Client Advisor in Harrogate to manage a portfolio of corporate and commercial clients. You will handle renewals, negotiate with insurers and ensure clients have the right level of cover across multiple classes of commercial insurance.

The role focuses on larger SME to corporate accounts, offering a discretionary annual bonus and hybrid working with flexible office attendance. This is a client-facing, relationship-driven position in a well-established broker.

Qualifikationen

• Commercial broking experience, ideally handling larger SME, mid-market or corporate accounts.
• Strong technical knowledge across multiple classes of commercial insurance.
• Confidence managing client relationships and negotiating with insurers.
• Team management experience isn’t essential.

Aufgaben

• Manage and develop relationships with a portfolio of corporate and commercial clients.
• Handle renewals and negotiate with insurers to ensure clients have the right cover.
• Work across multiple classes of commercial insurance.
• Manage complex risks and deliver a high standard of client service.

Kenntnisse

Commercial broking

Client relationship management

Negotiation with insurers

Cross-class insurance knowledge

Jobbeschreibung

If you're handling commercial insurance clients and want to work with larger, more complex risks, this could be worth a conversation. I'm working with a well-established insurance broker looking for a Client Advisor to join their Harrogate team, managing a portfolio of corporate and commercial clients. This isn't a high-volume processing role. You'll be looking after substantial commercial accounts, typically generating around £100k in income, with some reaching £250k.

The role

• Manage and develop relationships with a portfolio of corporate and commercial clients.
• Handle renewals, negotiate with insurers and ensure clients have the right cover in place.
• Work across multiple classes of commercial insurance.
• Manage complex risks and deliver a high standard of client service.

What they're looking for

• Commercial broking experience, ideally handling larger SME, mid-market or corporate accounts.
• Strong technical knowledge across multiple classes of commercial insurance.
• Confidence managing client relationships and negotiating with insurers.
• Team management experience isn't essential.

What's on offer

• Salary up to £50,000.
• Discretionary annual bonus.
• Hybrid working, with flexibility around office attendance.

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.