Client Advisor
Location: Bristol
Company: Leading Multinational Insurance Broker
The Opportunity
An exciting opportunity has arisen for a Client Advisor to join a leading multinational insurance broker at its Bristol office.
This is an excellent opportunity for an insurance professional with commercial broking experience who enjoys building strong client relationships, delivering a high level of service and supporting businesses with their insurance requirements.
You will play a key role in managing a portfolio of commercial clients, ensuring their insurance programmes are tailored to their needs while working closely with colleagues, insurers and other stakeholders to deliver the best possible outcomes.
Key Responsibilities
- Manage and develop relationships with an established portfolio of commercial insurance clients.
- Provide day-to-day advice and support to clients regarding their insurance arrangements.
- Manage renewals, mid-term adjustments and general policy administration.
- Obtain and negotiate competitive terms with insurers to meet clients’ requirements.
- Identify opportunities to develop existing client relationships and introduce additional products and coverages where appropriate.
- Ensure policies provide appropriate levels of cover and meet clients’ changing business needs.
- Maintain accurate client records and ensure all documentation is completed in line with regulatory requirements.
- Work closely with Account Executives, placement teams and other internal stakeholders to deliver a seamless client experience.
- Proactively manage client queries, resolving issues efficiently and maintaining high service standards.
- Ensure compliance with FCA regulations, internal procedures and company standards.
About You
The successful candidate will ideally have:
- Experience working within commercial insurance broking.
- A strong understanding of commercial insurance products and policy documentation.
- Experience managing client relationships and supporting clients throughout the insurance lifecycle.
- Knowledge of renewals, mid-term adjustments and insurer negotiations.
- Excellent communication and relationship-building skills.
- A proactive, organised approach with strong attention to detail.
- The ability to manage competing priorities while maintaining excellent customer service.
- A genuine desire to develop professionally within a well-established, international insurance business.
Progress towards, or achievement of, Cert CII would be advantageous but is not essential.
What’s on Offer?
- The opportunity to join a globally recognised insurance broker.
- A supportive working environment with opportunities for career progression.
- Exposure to a varied portfolio of commercial insurance clients.
- Access to professional development and industry qualifications.
- A competitive salary and benefits package.
- The opportunity to build a long-term career within an established multinational organisation.
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