Client Adviser Corporate

An exciting opportunity has arisen for a Client Adviser (Corporate) to join a dynamic and professional team. The successful candidate will play a key role in supporting Client Executives while delivering exceptional service to a portfolio of corporate clients.

This position is ideal for someone with a strong understanding of commercial insurance and a passion for delivering outstanding client outcomes through collaboration, technical expertise, and proactive relationship management.

• Support Client Executives in the day-to-day servicing of corporate client accounts.
• Respond to client queries and apply insurance principles, policy terms, and coverage knowledge.
• Understand and contribute to underwriting, claims, and broking processes.
• Act as a key point of contact with insurers, including managing negotiations.
• Maintain accurate client records and manage invoicing and data through internal systems.
• Collaborate with internal teams to deliver an end-to-end broking service.
• Identify additional opportunities for cross-selling and refer them appropriately.
• Operate in accordance with internal policies, business standards, and FCA compliance requirements.
• Continuously develop skills and maintain CPD, demonstrating a commitment to professional growth.

Qualifications:

• Cert CII (or working towards).

Experience and Skills:

• Strong technical knowledge of commercial insurance.
• Excellent communication, administrative, and decision-making skills.
• Effective at organising workload, managing time, and prioritising tasks.
• Confident user of Microsoft Office; experience with Acturis is advantageous.
• Solid understanding of broking processes and regulatory compliance.
• Comfortable raising concerns and escalating appropriately when needed.
• Works collaboratively and contributes to a culture of inclusion.
• Considers broader business contexts and demonstrates professional integrity.
• Helps empower stakeholders with accurate information and guidance.

• A supportive, people-first working environment
• Ongoing learning and development opportunities
• Competitive salary and comprehensive benefits package
• Hybrid or flexible working options where possible
• A chance to make a real difference in client outcomes and be part of a forward-thinking team

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.