Senior Commercial Account Handler

Job title: Senior Commercial Account Handler

Salary: £40,000

Location: Chelmsford 

OVERVIEW 

We are seeking a dedicated and experienced Client Adviser to join our Corporate Division team. As a Client Adviser, you will play a crucial role in supporting the Client Adviser Team Leader and/or Divisional Manager in achieving the division’s objectives and promoting our services to clients and the insurance market.

RESPONSIBILITIES 

• Serve as Account Adviser for designated accounts while providing support to team members as needed.
• Drive business growth through existing client relationships and new opportunities.
• Adhere to company procedures and service standards to ensure compliance.
• Collaborate with the Claims department on relevant cases.
• Accurately prepare client registers and policy documentation.
• Collect necessary information to secure Insurance Act-compliant terms.
• Fulfill FCA responsibilities and follow internal procedures diligently.
• Address and manage complaints in accordance with the Group Complaints Handling Procedure.
• Provide monthly updates to the Client Adviser Team Leader
• Oversee workloads, delegate tasks effectively, and meet reporting deadlines.
• Build and maintain strong relationships with clients, insurers, and colleagues.
• Support the Division in meeting its business plan and budget objectives.

SKILLS 

• Demonstrates high integrity and expertise in navigating a regulated environment
• Strong communication and team leadership abilities.

EXPECTATIONS 

• Dedicated to continuous professional development (CPD) and achieving industry qualifications.

EXPERIENCE 

• At least 5 years of experience as a Client Adviser.
• Extensive experience in managing client relationships effectively.

If you have the relevant experience or know someone that does please contact me now on 07458 162 859 or email us at admin@lawesgroup.co.uk