Role Overview

Position:                         Client Advisor

Team:                              Business Risk Team

Office:                             Burgess Hill

Hours:                             Full Time (08:45 – 17:00 Mon to Fri)

Benefits:                         New Business Commission Bonus, annual pay review, full support with CII journey, if required (including Membership, exam support, study time), medical cover, Group Life Cover, Employee Assistance Programme, Season Ticket Loans + more

The Role

Role Overview:

The Business Risk Team in Burgess Hill handles diverse clients from sectors like Motor Trade, Construction, Manufacturing, Media, Charities, and Global Businesses. We offer bespoke insurance solutions across all Commercial Insurance classes with premium levels up to £100,000.

Key Responsibilities:

• Administer policies and coordinate with Insurers and clients for optimal solutions.
• Support the wider team, including Client Executives and Managers, serving as a reliable client contact.
• Deliver a positive client experience through tailored communication.
• Accurately manage renewals and handle policy placements.
• Prospect for new business, identifying upselling and cross-selling opportunities.
• Process Mid-Term Adjustments.
• Maintain Acturis records, obtain e-Traded quotes, and address issues arising from Acturis reporting.

What You'll Bring:

• In-depth knowledge of Commercial products such as Property/Business Interruption, Professional Indemnity, Liabilities, and Cyber & Crime.
• Strong organizational skills with keen attention to detail.
• Enthusiasm, energy, and a strong customer service ethos.
• Effective communication skills with adaptable style.
• Decisive, intuitive thinking.
• IT proficiency, ideally with Acturis broker system experience.
• Minimum educational requirement: A-Levels, with GCSE passes in English Language and Maths.
• Cert CII qualification or a commitment to achieve it.

Personal Attributes:

• Thrive on making a difference and facing challenges in a rewarding role.
• Contribute positively to team dynamics, bringing a strong team fit and personality.