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Commercial Account Handler – Public Sector

Lawes Insurance Recruitment

Birmingham

On-site

GBP 60,000 - 80,000

Full time

30+ days ago

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Job summary

A recruitment agency is seeking a Client Advisor for their Public Sector Division in Birmingham. The ideal candidate will have strong client servicing skills and experience in the regulated insurance environment. Responsibilities include managing client accounts, preparing documentation, and ensuring compliance with standards. The role offers a dynamic work environment and opportunities for professional growth.

Qualifications

  • Proven experience meeting performance targets in a regulated insurance environment.
  • Strong background in client servicing and relationship management.
  • Experience handling commercial or corporate insurance preferred.

Responsibilities

  • Prepare insurance documentation for new clients.
  • Manage renewals and policy changes accurately.
  • Communicate with clients and internal teams to resolve queries.

Skills

Excellent communication and interpersonal abilities
Strong attention to detail
Well-organised
Analytical problem-solving
Risk-awareness

Education

CII qualification (Cert CII or Dip CII)

Tools

Acturis
Job description

Job title: Client Advisor – Public Sector

Location: Birmingham

PURPOSE OF ROLE

Our client is seeking a Client Advisor to join their established Public Sector Division. This position offers an excellent opportunity for an organised and proactive individual who enjoys working in a fast-paced, client-focused environment. The role involves supporting senior Client Directors and reporting to the PSE Team Manager to ensure clients receive a consistently high standard of service and their accounts are managed accurately and efficiently.

RESPONSIBILITIES
  • Prepare insurance documentation for new clients in line with their requirements.
  • Obtain renewal terms, assess alternatives, and produce professional client presentations.
  • Manage renewals, mid-term adjustments, and policy changes promptly and accurately.
  • Maintain and update client information within internal systems.
  • Liaise with insurers to confirm cover, process policies, and follow up on outstanding documentation.
  • Review policy documents to ensure accuracy before issue.
  • Support credit control processes and elevate account concerns as necessary.
  • Adhere to all legal, regulatory, and compliance standards across all activities.
DAY-TO-DAY
  • Collaborate with colleagues to deliver efficient and high-quality client servicing.
  • Oversee a portfolio of client accounts, meeting deadlines and service standards.
  • Communicate regularly with clients, insurers, and internal teams to resolve queries.
  • Maintain consistency and accuracy across all documentation and client records.
  • Handle client data responsibly and identify potential risks or issues as they arise.
EXPERIENCE
  • Proven experience meeting performance targets within a regulated insurance environment.
  • Strong background in client servicing and relationship management.
  • Proficient in Acturis (essential).
  • Experience handling commercial or corporate insurance across multiple product lines (desirable).
SKILLS
  • Excellent communication and interpersonal abilities with a client-focused approach.
  • Strong attention to detail and accuracy in all work.
  • Well-organised, with the ability to prioritise and manage multiple tasks.
  • Analytical and methodical approach to problem-solving.
  • Risk-aware, with sound judgement on when to seek guidance or escalated issues.
  • Commitment to professional development, ideally holding or working towards a CII qualification (Cert CII or Dip CII).

If you have the relevant experience or know someone that does please contact me now on 07458162842 or email us at admin@lawesgroup.co.uk

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