Lawes Consulting Group
Senior Corporate Account Handler
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Job title: Senior Corporate Commercial Client Advisor
Salary: £45,000
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
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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
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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
If you have the relevant experience or know someone who does, please contact Joe Cappalonga on 07458 162842 or email joe@lawesgroup.co.uk
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