Client Advisor

Stride Resource Management Ltd; Reading; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Hybrid work pattern

CII study support

Job summary

Stride Resource Management Ltd in Reading is seeking a Client Advisor to manage day-to-day client relationships within a committed commercial insurance team. You will work closely with Client Directors and Managers to balance support and autonomy, handling renewals, mid-term changes and advice.

This role offers clear progression, with support toward Cert CII qualifications, Acturis experience welcomed but not essential, and a genuine focus on long-term client service.

Qualifications

• 3–5 years of experience in commercial insurance broking.
• Good grounding across commercial insurance and client servicing.
• Ability to manage renewals and mid-term changes with minimal supervision.
• Cert CII progression encouraged; Acturis experience useful but not required.

Responsibilities

• Managing day-to-day client queries, renewals, amendments and mid-term adjustments.
• Supporting Client Directors and Managers with retention and development of existing commercial accounts.
• Developing a thorough understanding of each client's business, risks and insurance requirements.
• Building strong working relationships with both clients and insurers.
• Preparing accurate information for insurers and supporting the negotiation and placement of commercial risks.
• Taking ownership of client issues and seeing them through to a satisfactory resolution.
• Producing accurate client documentation and maintaining up-to-date records.
• Working within FCA requirements and internal compliance procedures.

Skills

Commercial insurance

Client relationships

Renewals management

Communication

Education

Cert CII

Tools

Acturis

Job description

You will be joining an established commercial team in Reading, working closely with experienced Client Directors and Managers while taking responsibility for the day-to-day servicing of your own client relationships. The role offers a good balance between support and autonomy, making it particularly well suited to someone who has developed a strong grounding in Account Handling and now wants broader exposure and greater responsibility.

The opportunity

As a Client Advisor, you will be closely involved throughout the lifecycle of each client account rather than simply processing renewals and adjustments. You will get to know the businesses you support, understand their insurance requirements and work with both clients and insurers to make sure cover remains appropriate as those businesses develop.

There is a genuine focus on professional development, with support available for CII qualifications and longer-term progression within commercial broking.

What the role looks like

Your responsibilities will include:

• Managing day-to-day client queries, renewals, amendments and mid-term adjustments.
• Supporting Client Directors and Managers with the retention and development of existing commercial accounts.
• Developing a thorough understanding of each client's business, risks and insurance requirements.
• Building strong working relationships with both clients and insurers.
• Preparing accurate information for insurers and supporting the negotiation and placement of commercial risks.
• Taking ownership of client issues and seeing them through to a satisfactory resolution.
• Producing accurate client documentation and maintaining up-to-date records.
• Working within FCA requirements and internal compliance procedures.

Who this could suit

• You are likely to have around three to five years' experience within commercial insurance broking and could currently be working as a Commercial Account Handler, Client Advisor, Broker or in a similar servicing role.
• You will need a good grounding across commercial insurance, confidence dealing directly with clients and insurers, and the ability to manage renewals and mid-term requirements without needing close supervision.
• Acturis experience would be useful but is not essential, while Cert CII or progress towards professional qualifications would be welcomed. More important is that you understand commercial broking, communicate well and take responsibility for the standard of service you provide.

The business

• This is an established independent brokerage which has retained a noticeably personal culture as it has grown. Clients receive direct access to the people managing their insurance rather than being pushed through a call-centre model, and the business places considerable emphasis on long-term relationships, technical advice and service.
• For someone coming from a larger or more process-driven broker, the appeal is the opportunity to work in an environment where people are encouraged to contribute ideas, develop professionally and build genuine relationships with their clients.

Package and working pattern

• The salary is up to £40,000 depending on experience, with a wider benefits package and support towards professional development and CII qualifications.
• The role is based in Reading and operates on a hybrid basis, with three days per week in the office.