Client Adviser Full Time NEW

About the role

At Macbeth we are seeking a highly motivated Client Adviser to join our Corporate team. This role is ideal for an individual looking to join a fast-paced, commercial broking environment where you will be supporting the Client Executive on all aspects of broking, both renewals and new business.

Day to Day accountabilities

• Work with and support the Client Directors/Managers to service and retain existing clients and generate new business.

• Fully understand the clients business and insurance requirements.

• Handle all types of risks, from traditional Material Damage and Liabilities to Cyber Liability, Management Liability and Professional Indemnity.

• Manage the client and be the first point of contact for all day to day queries, renewals, amendments and midterm adjustments as necessary.

• Produce and maintain accurate Acturis client records.

• Produce system Invoices for renewals, mid-term adjustments and new business cases.

• Build and maintain relationships with clients to provide best customer service.

• Provide clients and prospects with insurance advice.

• Produce and send to clients renewal letters as requested by the Client Manager/Director.

• Produce renewal reports for the Client Manager/Director

• Provide insurers with accurate information via market presentations and follow up requests to ensure they can assess each risk correctly.

• Discuss and negotiate terms with insurers.

• Attend client visits with the Client Manager/Director where necessary and required.

• Take ownership of problems and their resolution, seeking assistance where necessary.

• Review policy documentation to ensure the information presented is correct.

• Chase client debt where necessary.

• Identify cross and up-selling opportunities.

• Delegate tasks to the Broker support role.

• Any other ad hoc duties as requested.

Stakeholder Management

• Maintain and grow excellent relationships with clients and insurers.

• Build internal relationships across the organisation.

Compliance

• Be aware and understand the Company’s compliance policies and procedures and ensure

full compliance relevant to the role.

• Ensure all relevant business activities fully comply with FCA regulations.

• Promote and embed.

Conduct and Ethics

• Lead by personal example and demonstrate high standards of professional behaviour and

ethical understanding of colleagues, customers and the community.

• Comply with the FCA Individual Conduct Rules.

Skills and Experience Required

• Good communication skills.

• Negotiation and time management skills.

• Understanding of the insurance market and regulations.

• Ability to work collaboratively or independently.

• Good attention to detail.

• Proactive and self-motivated.

• Cert CII qualified, equivalent experience or willingness to study.

• 4-5 years Client Adviser experience preferred but not compulsory.