Commercial Insurance Client Adviser

eTech Partners; Birmingham; On-site; GBP 30,000 - 42,000; Full time

Job summary

eTech Partners in Birmingham is seeking an experienced Commercial Insurance Client Adviser to join our brokerage team. You will manage a portfolio of client insurance needs, ensuring cover accuracy and a high level of service.

Key duties include renewals, MTAs, quotations, and policy documentation, while building strong client and insurer relationships and identifying cross-sell opportunities. You will support clients with claims, premium finance and account queries, and ensure FCA compliance

Qualifications

• Three years' experience in commercial insurance broking or general insurance.
• Experience handling renewals, MTAs and quotations.
• Knowledge of commercial insurance products and policy structures.
• Strong client relationships and communication skills.
• Experience using Acturis or a similar broking system.
• Good organisational skills and attention to detail.

Responsibilities

• Manage commercial insurance renewals and mid-term adjustments.
• Prepare quotations and policy documentation.
• Build and maintain client and insurer relationships.
• Understand client needs and recommend suitable solutions.
• Negotiate quotations and policy terms.
• Identify cross-selling and new business opportunities.
• Support clients with claims enquiries, premium finance and account queries.
• Maintain accurate client records and FCA compliance.
• Collaborate with Client Executives to deliver excellent service.

Skills

Insurance renewals

MTAs

Quotations

Client relationship management

Communication skills

Acturis

Organisational skills

Education

Cert CII (advantageous)

Tools

Acturis

Job description

Commercial Insurance Client Adviser

Location: Birmingham

We are recruiting for an experienced Commercial Insurance Client Adviser to join an established insurance brokerage in Birmingham.

This is an excellent opportunity for someone with a background in commercial insurance broking who enjoys managing client relationships, providing a high standard of service and working closely with insurers.

The Role

You will be responsible for managing the day-to-day insurance requirements of a portfolio of clients, ensuring they receive appropriate cover and a professional, responsive service.

Key responsibilities include:

• Managing commercial insurance renewals, mid-term adjustments (MTAs), quotations and policy documentation.
• Building and maintaining strong relationships with clients and insurers.
• Understanding client requirements and recommending suitable insurance solutions.
• Negotiating quotations and policy terms with insurers.
• Identifying cross-selling and new business opportunities.
• Supporting clients with claims enquiries, premium finance and account queries.
• Maintaining accurate client records and ensuring FCA compliance.
• Working closely with Client Executives and colleagues to deliver excellent customer service.

Experience Needed

• At least three years' experience within commercial insurance broking or general insurance.
• Experience handling renewals, MTAs and quotations.
• A good understanding of commercial insurance products and policy structures.
• Strong client relationship management and communication skills.
• Experience using Acturis or a similar insurance broking system.
• Good organisational skills and attention to detail.

Cert CII qualifications would be advantageous, although candidates willing to work towards them will also be considered.