Client Adviser (SME)
About this role
This role offers the opportunity to deliver high-quality service to small and medium-sized enterprise clients at a commercial insurance firm. The successful candidate will manage the full client lifecycle, including new business acquisition, renewals, and ongoing support, while building strong relationships across claims and broking teams. Key responsibilities include responding promptly to client inquiries, negotiating terms with insurers, identifying cross-sell opportunities, and maintaining rigorous operational standards. The ideal candidate will hold or be working toward the Cert CII qualification and bring sound technical knowledge of commercial insurance products. Strong communication skills, both written and verbal, are essential, alongside proficiency with Microsoft Office and insurance management systems. Experience with broking processes, FCA compliance requirements, and a commitment to professional development are expected. The role offers competitive benefits including generous holiday entitlement, pension contributions, and private medical insurance.
Seniority
Mid - Senior
Qualifications
- Cert CII (in progress)
Specialist experience
- Account Management
No more applications into the void.
Bontra reads your CV, compares it against this role, and tells you where you stand. When there's a strong fit, we introduce you to the company directly. They're already looking for someone like you.
- See how your experience lines up against this role, before you apply.
- Discover other roles where you're already a strong fit.
- No chasing, no ghosting. We only introduce you when the company is genuinely interested.