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Bontra

Client Adviser (Corporate) Bristol

BristolPermanent (full-time)
Broking

About this role

This role offers an opportunity to deliver high-quality client service within a commercial insurance broking firm. The successful candidate will support Client Executives with day-to-day account management, applying detailed knowledge of policy terms and conditions to address client needs. Key responsibilities include liaising with insurers, maintaining accurate client data, identifying cross-selling opportunities, and working collaboratively across teams to deliver comprehensive broking solutions. The role requires strong communication and administrative capabilities, sound technical grounding in commercial insurance, and proficiency with Microsoft Office and insurance management systems. Candidates should hold or be working toward the CII Certificate, demonstrate understanding of FCA compliance requirements, and possess excellent organisational skills and professional integrity. The position offers a competitive benefits package including generous holiday entitlement, pension contributions, private medical insurance, life assurance, and income protection.

Seniority

Junior - Mid

Qualifications

  • Cert CII (in progress)

Specialist experience

  • Account Handling

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