Senior Commercial Account Handler

Job Title – Senior Commercial Client Adviser

Contract – Permanent

Salary – £35,000

Location – Plymouth  

Overall

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

• Report to the Client Adviser Team Leader on a monthly basis.
• To promote and support the Division both internally and externally to clients, the insurance market and other third parties.

Client Responsibilities

• To act as Account Adviser on specific nominated accounts and to support other members of the division on accounts as and when appropriate.
• To 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.
• Ensure that you operate within the Company’s systems and procedures with regard to 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 enable you to obtain Insurance Act compliant terms.
• Ensure advice given meets clients’ requirements in all cases and recommendations and reasons are documented in all cases.
• 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 to your personal development.
• A high standard of integrity coupled with an ability to work in a highly regulated environment. View strong compliance as a benefit and an opportunity.  
• Excellent communication skills coupled with proven experience in managing a team and dealing with a wide range of staff issues and reporting requirements.
• The ability to manage workloads and 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.

For extra information please contact:-

London: 0203 411 8430

Email: admin@lawesgroup.co.uk