As a Client Adviser, you’ll manage a portfolio of commercial and personal insurance clients, providing expert advice throughout the entire policy lifecycle.
You’ll handle:
- Renewals
- Mid-Term Adjustments (MTAs)
- Policy administration
- Premium finance enquiries
You’ll ideally have:
- Experience within the General Insurance market
- A good understanding of FCA regulation, Consumer Duty and Treating Customers Fairly
- Excellent communication and relationship-building skills
- Strong organisational skills with excellent attention to detail
- Experience using Acturis and Microsoft Office
- A proactive, positive, and commercially aware approach
Holding Cert CII is desirable, although we’re equally keen to hear from candidates willing to work towards the qualification.
You’ll be someone who:
- Puts clients at the heart of everything you do.
- Demonstrates honesty, integrity and professionalism.
- Enjoys working collaboratively as part of a team.
- Takes ownership and responsibility for delivering excellent service.
- Embraces change and continuous improvement.
- Wants to build a long-term career within a successful and growing organisation.
You’ll benefit from:
- Hybrid working opportunities
- Ongoing professional development and CII support
- Career progression within a growing insurance group
- A collaborative and supportive team environment
- Access to a comprehensive employee benefits package
This is a full time, permanent role based in Burnham
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