Senior Commercial Account Handler

Lawes Insurance Recruitment; Glasgow; On-site; GBP 40,000 - 60,000; Full time

Job description

Contract – Permanent

Salary – £45,000

Location – Glasgow

Overall

As a Senior Client Adviser, you will assist the Client Adviser Team Leader and/or Divisional Manager in accordance with Group objectives, procedures, and standards.

Client Responsibilities

• Report to the Client Adviser Team Leader on a monthly basis.
• Promote and support the Division both internally and externally to clients, the insurance market, and other third parties.
• Act as Account Adviser on specific nominated accounts and support other members of the division on accounts as appropriate.
• Develop new business from existing client contacts, new introductions, and own contacts.
• Shared responsibility for achievement of the business plan and budget of the Division.
• Ensure that enquiries are dealt with appropriately to experience and expertise with designated broking and placing as suitable within the team.
• Operate within the Company’s systems and procedures regarding service standards, quality of documentation, credit control, and support of key insurance markets.
• Ensure accurate preparation of client registers and update as required.
• Check policy documents for accuracy and breadth of cover.
• Provide assistance to the Claims department with any relevant claims.

Range of Advice

• Gather sufficient information to obtain Insurance Act compliant terms.
• Ensure advice given meets clients’ requirements in all cases and document recommendations and reasons.
• Provide a fair analysis of the market with all potentially suitable products considered.

Compliance and Regulatory Affairs

• Understand your FCA responsibilities and duties as defined.
• Comply with all internal systems and procedures.
• Understand and follow the Company’s Procedure Manual.
• Notify any complaint immediately to the Divisional Director and actively assist in the required handling of the complaint, in line with the Group Complaints Handling Procedure.

Qualifications, Experience & Capabilities

• Committed to advancement of CPD and professional qualifications appropriate to the role and personal development.
• A high standard of integrity coupled with the ability to work in a highly regulated environment. View strong compliance as a benefit and an opportunity.
• Excellent communication skills with proven experience in managing a team and dealing with a wide range of staff issues and reporting requirements.
• The ability to manage workloads, actively delegate tasks, and adhere to reporting deadlines.
• The ability to develop and sustain relationships with clients, insurers, and colleagues.
• Minimum 5 years’ experience as a Client Adviser.