Commercial Client Advisor

Job title: Commercial Client Advisor

Salary: £40,000

Location: Birmingham

OVERVIEW 

We are seeking a dynamic and customer-focused Commercial Client Advisor to join our client's team. As a Commercial Client Advisor, you will be responsible for providing exceptional service to their commercial clients and building strong, long-lasting relationships.

RESPONSIBILITIES 

• Manage a portfolio of commercial clients, understanding their unique needs and providing tailored solutions
• Act as a trusted advisor to clients, offering expert guidance on commercial insurance products and services
• Collaborate with internal teams to ensure timely and accurate delivery of client requests and solutions
• Identify opportunities to grow and expand the client portfolio through proactive client relationship management
• Stay updated on industry trends and regulatory changes to provide informed advice to clients
• Act as a liaison between clients and insurance carriers, negotiating terms and resolving any issues that arise
• Contribute to the development and implementation of client engagement and retention strategies

EXPERIENCE 

• Proven experience in account handling and commercial insurance, with a focus on commercial property
• Proven track record of effectively managing commercial client relationships and achieving business results
• Experience in handling commercial property insurance and navigating complex policy requirements

SKILLS 

• Detail-oriented with strong organisational and time management skills
• Strong understanding of commercial insurance products, services, and regulations
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
• Ability to analyse complex commercial risks and provide strategic advice to clients
• Proficiency in using industry-specific software and tools
• Strong negotiation and problem-solving skills in addressing client needs and concerns

QUALIFICATIONS 

• Relevant industry certifications or licenses (e.g., CII, ACII, CPCU) a plus

DAY-TO-DAY 

• Engage with commercial clients to assess their insurance needs and address any inquiries or concerns
• Collaborate with internal teams to prepare and present comprehensive insurance proposals to clients
• Monitor and review client policies to ensure they align with their evolving business needs
• Research industry trends and participate in continuous learning to remain updated on commercial insurance best practices and market conditions

If you have the relevant experience or know someone that does please contact me now on 07458 162842 or email us at