Client Adviser SME

A leading insurance brokerage is seeking a Client Adviser to join its expanding SME team. The successful candidate will be responsible for delivering a first-class, end-to-end service to SME clients, ensuring each interaction is handled with professionalism, efficiency, and attention to detail.

• Provide a high-quality, proactive service to existing and prospective SME clients.
• Manage the full broking process including new business, renewals, and mid-term adjustments.
• Build strong working relationships with internal teams, including Claims and Broking, to ensure seamless service delivery.
• Negotiate with insurers to achieve the best possible outcomes for clients.
• Ensure compliance with all operational standards, policies, and regulatory requirements.
• Maintain accurate client records and manage invoicing using internal systems.
• Identify cross-selling opportunities and refer leads to the appropriate internal teams.
• Commit to personal development and maintain relevant Continuing Professional Development (CPD).

Qualifications:

• Cert CII qualified or working towards.

Experience:

• Strong technical knowledge of commercial insurance.
• Proven experience delivering exceptional service in a client-facing role.

Skills:

• Excellent organisational and time management skills.
• Strong communication and administrative capabilities.
• Confident in using Microsoft Office, Outlook, and insurance software (experience with Acturis is an advantage).
• Good understanding of broking processes and FCA compliance standards.

• A supportive and collaborative working environment
• Clear opportunities for professional development and career progression
• Competitive salary with a comprehensive benefits package
• Hybrid or flexible working arrangements (where applicable)

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