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Commercial Client Advisor

Location: HIGH WYCOMBE, BUCKINGHAMSHIRE Salary: 20000.00 - 30000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: FULL TIME Applications: N/A
Posted: 4 months ago Reference: 3109561
This is a fantastic opportunity for an enthusiastic insurance professional.

My client is seeking a Commercial Client Advisor to join their team. Each client has a dedicated service team comprising a Relationship Manager, Client Advisor and Claims Manager. Client Advisors work closely with and at the direction of the Relationship Managers. The ideal candidate will have commercial insurance knowledge, be a self-starter and a great communicator.

They would be willing to expand their professional knowledge by undertaking a program of CII examinations, if not already attained. My client supports all professional examinations and has a comprehensive study and exam scheme in place.


• Working with the Relationship Managers with responsibility for the day to day administration of accounts, point of contact for routine enquiries, issuance of documentation (including invoices, summaries, certificates etc.).
• Assisting in the presentation of risks to underwriters and negotiation of terms.
• Liaising with Insurers and clients
• Utilising online quote facilities (training provided)
• Managing own book of smaller commercial clients, dealing with all aspects of the annual insurance cycle including renewal.
• Cross selling other insurance products and referring into other divisions.

Key skills

• Experience within the Insurance Industry with particular reference to commercial insurance.
• Excellent communication and administration skills.
• Ability to organise work flow, prioritising tasks as required, with minimum supervision.
• Strong report and letter writing skills using Microsoft Word & Excel.
• Previous sales experience would be beneficial.
• Ideally previous experience with Open GI.
• Cert CII qualified or progress towards required.