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Bontra

Commercial Client Advisor

OtherPermanent (full-time)
Broking

About this role

This role offers the opportunity to deliver insurance advice and support to commercial clients at an independent brokerage. The successful candidate will assess client needs, source appropriate policies, and manage the full lifecycle of commercial insurance business including new policies, renewals, and mid-term adjustments. Responsibilities also include technical administration, liaising with insurers, and identifying opportunities to expand client relationships, all while maintaining compliance with FCA regulations. The ideal candidate brings experience in general insurance and regulatory frameworks, with strong communication and customer service skills. Commercial sector knowledge, CII qualifications, or relevant degree-level education would be advantageous. The role offers hybrid working flexibility after an initial probation period, professional development support including CII qualification opportunities, and a collaborative team environment focused on delivering quality client outcomes.

Seniority

Mid - Senior

Specialist experience

  • Account Handling

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