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.
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Commercial Insurance Client Adviser in Birmingham employer: eTech Partners
Join a dynamic and innovative team in Buntingford, where your expertise in Accounts Receivable will be valued and rewarded. Our company fosters a collaborative work culture that prioritises employee growth, offering opportunities for professional development within a supportive environment. With a commitment to excellence and a focus on improving processes, you'll play a crucial role in our financial operations while enjoying the benefits of working in a well-established international group.
