Peter Lole Insurance Brokers
Client Adviser – Commercial
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Client Adviser – Commercial
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Client Adviser – Commercial
Full Time
Theale
D.O.E: 31st July 2026
About The Role
At Macbeth we are seeking a highly motivated Commercial Client Adviser to join our growing 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.
Please have a look through the benefits we offer and have a read of the testimonials we get.
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.
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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 a Treat Customers Fairly (TCF) and Consumer Duty culture across the organisation.
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.
- 2-3 years Client Adviser experience preferred but not compulsory.
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Macbeth Values
- Credible – We’ll be honest (because that’s how we do business); we don’t like jargon. We’ll keep things clear and factual so always know where you stand.
- Energetic – We’re extremely committed and we’ll never apologise for our enthusiasm! We’re energetic about what we do, because it helps you feel risk free.
- Entrepreneurial – We’re proud of our collaborative culture and we always encourage new ideas. It’s how we can be really responsive whilst also improving.
- Attentive – Our business isn’t really about insurance and finances; it’s about people and relationships. We’re good at finding out what you need. It’s why so much of our business comes from referrals.
Salary
Dependant on experience
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