Client Adviser Corporate

Client Adviser Corporate

Client Adviser Corporate

Idex Consulting Ltd

Reed

Bristol, Avon

10 hours ago

No application

About

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. Key Responsibilities 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 escala