Senior Commercial Client Advisor | Insurance & Broking

Macbeth Ltd

Reading

On-site

GBP 35,000 - 52,000

Full time

14 days+

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Job summary

Macbeth Ltd. in Reading, United Kingdom, is seeking a Commercial Client Adviser to join our growing broking team. You will support Client Executives on renewals and new business, delivering excellent service and insurance advice.

We value a proactive, collaborative mindset with Cert CII or willingness to study. Expect to manage diverse risks, build client relationships, and drive cross-selling opportunities in a fast-paced environment.

Qualifications

Strong communication with clients and insurers.
Solid understanding of commercial insurance products.
Experience handling renewals and new business.

Responsibilities

Service and retain existing clients and generate new business.
Understand clients' business and insurance requirements.
Handle risks including Material Damage, Liabilities, Cyber, and Professional Indemnity.
Be first point of contact for queries, renewals, and mid-term adjustments.
Maintain Acturis client records and prepare renewal/invoice documents.
Build relationships and provide insurance advice.
Attend client visits with the Client Manager/Director as needed.
Review policy documentation for accuracy and chase debt when necessary.
Identify cross- and upselling opportunities and delegate tasks as required.