Senior Corporate Account Handler

Lawes Consulting Group; Reading; On-site; GBP 38,000 - 52,000; Full time

Job summary

Lawes Consulting Group in Reading is seeking a Senior Corporate Commercial Client Advisor to support Client Directors and Managers across renewal business and new client wins.

You will build relationships with clients, insurers and colleagues, ensuring compliance with FCA rules and treating customers fairly. The role involves renewals, MTAs, cross-selling opportunities and document accuracy.

Qualifications

• Around 4-5 years' experience in a Client Adviser role within commercial insurance broking.
• Cert CII qualification or willingness to work towards it.
• Solid understanding of the insurance market and regulatory environment.

Responsibilities

• Support Client Directors/Managers in servicing and retaining existing accounts while helping to generate new business.
• Build and maintain strong working relationships with clients, insurers and colleagues across the business.
• Ensure full compliance with FCA regulations, including Treat Customers Fairly and Consumer Duty principles.
• Chase outstanding client debt as needed and delegate tasks to broker support where appropriate.
• Negotiate terms with insurers and review policy documentation for accuracy.

Skills

Communication

Relationship building

Negotiation

Time management

Attention to detail

Self-motivation

Teamwork

Education

Cert CII

Job description

Job title: Senior Corporate Commercial Client Advisor

Location: Reading

PURPOSE OF ROLE

An excellent opportunity has arisen for an experienced Senior Client Advisor to join a well-established commercial insurance broking business in Reading. This is a great fit for someone who thrives in a fast-moving broking environment and wants to play a key role in supporting Client Executives across both renewal business and new client wins.

RESPONSIBILITIES

• Support Client Directors/Managers in servicing and retaining existing accounts while helping to generate new business
• Build and maintain strong working relationships with clients, insurers and colleagues across the business
• Ensure full compliance with the company's internal policies and relevant FCA regulations, including Treat Customers Fairly (TCF) and Consumer Duty principles
• Uphold high standards of professional conduct in line with the FCA Individual Conduct Rules
• Identify opportunities for cross-selling and up-selling within the existing client bank

DAY-TO-DAY

• Act as first point of contact for clients on day-to-day queries, renewals and mid-term adjustments
• Develop a thorough understanding of each client's business and insurance requirements across a broad risk spectrum, including Material Damage, Liability, Cyber and Management Liability/Professional Indemnity
• Maintain accurate client records on the company's broking platform and produce system invoices for renewals and mid-term adjustments
• Prepare renewal letters and renewal reports for Client Managers/Directors
• Present accurate risk information to insurers via market presentations and handle follow-up queries
• Negotiate terms with insurers and review policy documentation for accuracy
• Support Client Managers/Directors on client visits where required
• Take ownership of issues through to resolution, escalating where necessary
• Chase outstanding client debt as needed and delegate tasks to broker support where appropriate

EXPERIENCE

• Around 4-5 years' experience in a Client Adviser role within commercial insurance broking is preferred but not essential
• Cert CII qualified, or equivalent experience/willingness to work towards this
• Solid understanding of the insurance market and regulatory environment

SKILLS

• Strong communication and relationship-building skills
• Good negotiation and time management ability
• High attention to detail
• Proactive, self-motivated and comfortable working both independently and as part of a team