becky miles
becky miles
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We’re hiring – Client Adviser

June 30, 2022

We’re looking for an experienced Client Adviser


As part of our continued expansion we are looking for an experienced Client Adviser to join our fantastic team. Working as part of our Commercial & Technology team, as an experienced Client Adviser you will be Cert CII qualified (or willing to become so) and have an active knowledge of Acturis. You will have experience of working within a team of people and knowledge across multiple commercial product lines.

If you’re interested in joining an exciting, growing and friendly business, please read on and get in touch at As an accredited Best Companies organisation, it’s certainly worth checking out our benefits too.

Location: Thames Valley

Salary: Competitive

Hours: Full time preferred

Closing date: Friday 30th December 2022


Job functions:

  • Support the acquisition of new clients by the Client Director
  • Support the retention of existing clients
  • Assisting our claims team with product specific queries
  • Process and analyse data to support business objectives
  • Accurately prepare and issue documentation
  • Prepare reports and market research
  • General administration
  • Attend meetings, both internal and external
  • Maintain and develop relationships both internally and externally
  • Comply with internal and external regulatory requirements


Job requirements in summary:

Knowledge – what’s required:

  • Insurance market – A professional and current understanding of the insurance market, products and services. An acute commercial awareness and understanding of how the Client Adviser role supports the business
  • Risk and regulatory – A professional and current understanding of general insurance and internal compliance activities required e.g. GDPR/Treating Customers Fairly. A comprehensive and current understanding of the role of the Financial Conduct Authority, other appropriate bodies and best business practice
  • Clients and colleagues – An understanding of the importance of the relationships required to be successful in the role and to ensuring client needs are met
  • Processes and procedures – A comprehensive and current understanding of processes and procedures relevant in own technical area of delivery and knowledge of the impact on the wider organisation and industry

Skills – what’s required:

  • Technical ability – Adherence to Macbeth processes and procedures using technical ability and proficient IT skills to deliver good outcomes for the business
  • Relationship development – The development and management of positive working relationships, through a variety of mediums, handling and resolving issues through effective verbal/written/IT skills
  • Effective working – Ability to work in a variety of ways to achieve results, e.g. collaboratively or independently. Demonstrating attention to detail, appropriate time management and a problem solving approach to all work undertaken

Behaviours – what’s required:

  • Drive to excel – High motivation and enthusiasm, remaining positive in challenging situations and constantly seeking to live up to the Macbeth vision and values
  • Communication – Strong verbal and written communication demonstrating active listening, positive questioning and enquiry to build effective relationships
  • Personal accountability – Proactive in own development, taking initiative and ownership for own learning. Demonstrates commitment to the role and Macbeth
  • Innovation – Creative, imaginative, inquisitive and challenging. Willing to examine, consider and suggest improvements where appropriate. Informed and proactive
  • Professionalism – Displays honesty and integrity in all actions and in their approach to work and clients, demonstrating the principle of utmost good faith and expert behaviour


If this sounds like you, please drop us a line at We promise to respond to all genuine enquiries.

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