Account advisor - Miles smith


Flexibility between Home and Office


About the Role

An excellent opportunity has arisen for an Account Advisor to join our Renewals team. This is an exciting, fast-paced wholesale role and a great opportunity for experienced people to broaden their knowledge.


Key Responsibilities
  • Respond promptly to intermediary queries and ensure that all communications with agents, insurers, or any other relevant business contacts are accurately recorded in writing.
  • Inform intermediaries of the policy cover, terms and conditions and claims protocol and reasonably ensure that the agent/client understands the effect of breach of conditions or requirements. Record the details in the client records.
  • Deal with mid-term policy queries and issue endorsements where appropriate.
  • Give instructions and relay any issues to insurance providers/broking department.
  • Maintain and develop relationships through the delivery of excellent service, technical knowledge, and expertise.
  • Accuracy of data input into systems, ensuring information integrity.
  • Compliance with regulations and procedures as laid down by the Financial Conduct Authority (FCA) by keeping up to date with all changes in the regulatory framework.
About You 
  • You will ideally have experience with the London Market, managing your own risks.
  • You will be a confident written and verbal communicator with the ability to build relationships and negotiate renewal terms, both with insurers and agents.
  • You will have experience working with Microsoft Office applications and database systems and understand the importance of keeping documentation and systems up to date.
  • Experience working with MRCs would be beneficial.


For more information on this role, please contact Holly McLaren  - 


To apply, please submit your C.V. and covering letter via email, stating which role you are interested in.