SME Insurance Adviser — Build Trusted Client Partnerships

Partners&.; Birmingham; Hybrid; GBP 32,000 - 52,000; Full time

Job summary

Partners& in Birmingham seeks a Client Adviser – SME to manage a portfolio of SME clients, delivering tailored insurance solutions and handling quotes, renewals, and mid-term adjustments. The role emphasises regulatory compliance and client satisfaction.

You will work closely with insurers and internal teams to ensure a smooth client experience, while identifying cross-selling opportunities and driving service improvements.

Qualifications

• Experience advising SME or commercial clients.
• Strong client relations and customer satisfaction.
• Hybrid working arrangement accepted.
• Proficiency with standard office software.

Responsibilities

• Manage and develop portfolio of SME clients with insurance advice.
• Prepare quotes, manage renewals, and handle mid-term adjustments.
• Maintain client contact to support retention and growth.
• Collaborate with insurers and internal teams for seamless service.
• Identify cross-selling opportunities and drive process improvements.

Skills

Client relations

Communication skills

Insurance knowledge

Attention to detail

Hybrid working

CII qualifications

Office software

Education

CII certifications

Tools

Insurance broking systems

Job description

Partners& in Birmingham seeks a Client Adviser – SME to manage a portfolio of SME clients, delivering tailored insurance solutions and handling quotes, renewals, and mid-term adjustments. The role emphasises regulatory compliance and client satisfaction.

You will work closely with insurers and internal teams to ensure a smooth client experience, while identifying cross-selling opportunities and driving service improvements.