Commercial Account Handler Team Leader Job at Lawes Consulting Group (Peterborough)

Senior Commercial Account Handler

We are seeking a dedicated and experienced Client Adviser to join our Corporate ...

Location

United Kingdom , Chelmsford

Salary:

40000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

At least 5 years of experience as a Client Adviser
Extensive experience in managing client relationships effectively
Demonstrates high integrity and expertise in navigating a regulated environment
Strong communication and team leadership abilities
Dedicated to continuous professional development (CPD) and achieving industry qualifications

Job Responsibility

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

Fulltime

Corporate Account Handler – Team Leader

Lawes Consulting Group is partnered with a global broker seeking a proactive Cor...

Location

United Kingdom , Leeds

Salary:

55000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Proven experience in account handling, with a specific focus on commercial account handling in the corporate sector
Key leadership skills is essential
Demonstrated experience in managing and leading teams, with a track record of fostering an inclusive and equitable work environment
Strong understanding of commercial insurance products, policies, and market trends
Excellent leadership, coaching, and mentoring skills to ensure the professional development of team members
Exceptional communication and interpersonal skills for effectively engaging with team members, clients, and senior leaders
Analytical problem-solving skills with the ability to manage multiple priorities and deadlines
Proficiency in using CRM systems, insurance-related software, and Microsoft Office Suite.

Job Responsibility

Lead, develop, and manage a team of corporate account handlers, ensuring optimal team performance and employee satisfaction
Manage a high-performing team that delivers exceptional client service and complies with industry standards
Oversee the management of complex commercial accounts, providing expert guidance and support
Serve as the senior point of contact for high-value clients
Drive business retention and growth initiatives by identifying cross-selling or upselling opportunities
Monitor team KPIs and ensure compliance with policies, procedures, and industry regulations
Develop and implement training programs
Maintain clear communication between team members, clients, and senior management
Liaise with underwriters and insurers to negotiate the best products and terms for clients.

Fulltime

Commercial Account Handler – Complex Commercial

Your position as Commercial Account Handler (Broking Support) is an important ro...

Location

United Kingdom , Gillingham

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

At least 2+ years commercial insurance experience either broking or underwriting
Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies
Excellent understanding of Commercial Insurance products and insurance options
Commitment to progress towards Cert CII

Job Responsibility

Work with Account Executives in achievement of their New Business and Renewal targets through proactive administration and customer support of the AE
Proactively support AE’s through management of their prospect pipeline, provide profiling support to AE on prospects through use of telephone, other media and by accessing information within the public domain
Be aware of current New Business appointments and undertake some pre visit fact finding on behalf of the AE
In advance of new business visit obtain quotations for possible up sales
Make client renewal appointments on behalf of the AE and accompany them on approximately 1 or 2 a month to enhance client relationship
Prepare detailed Renewal Review reports on behalf of the AE and obtain current claims experience where needed
Obtain quotations for agreed ‘up sales’ and include in review document
Broking New Business or Renewals to the market in agreement with AE strategy preparing a comprehensive and high quality business submission document
Deal with incoming enquiries from clients, insurers and other third parties in a professional and timely manner involving the relevant AE if necessary
Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms

What we offer

Competitive salary package & benefits
Joint Pension contribution scheme
Salary Sacrifice options including dental and healthcare
Discounts site for restaurants, cinema, retailers
Cycle to work scheme
Health & Wellbeing programme
Casual dress code in office
Performance related bonus
Annual leave that rises with length of service

Fulltime

Account Handler – Commercially Connected Personal Lines

We are seeking a proactive and detail-oriented Account Handler to join our CCPL ...

Location

Ireland , Cork City

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

CIP qualification preferred
4+ years’ experience working within a personal lines function with a deep understanding of personal lines insurance products and processes
Experience getting cover for non-standard policies
Strong interpersonal and communication skills with a customer-first mindset
A high level of attention to detail and an investigative mindset
A collaborative team player who supports teammates and team leaders alike
Excellent time management, with commitment to reliability and productivity
Willingness to take initiative and help drive a positive team culture
Understanding of and compliance with fitness and probity standards and the Minimum Competency Code

Job Responsibility

Deliver exceptional service to commercially connected personal lines customers with professionalism, empathy, and efficiency
Understand customer needs thoroughly through active listening and informed discussions
Carry out robust due diligence on customer risks and identify suitable market options and cover solutions
Ensure all work aligns with internal process steps, compliance standards, and technical accuracy requirements
Collaborate effectively with Commercial Account Directors & Executives to ensure seamless service and account retention
Maintain accurate and clear documentation and file notes in line with system protocols (e.g. Applied Relay)
Recognise and act appropriately in scenarios involving vulnerable customers, always prioritising fairness and customer protection
Act as a subject matter expert for personal lines within the CCPL team and participate in customer meetings when needed
Take responsibility for personal accuracy and learning from errors, asking questions when unsure, and escalating concerns promptly
Contribute positively to a team-focused, professional, and solution-oriented environment

What we offer

A supportive and collaborative team culture
Remote working opportunities
Continuous professional development opportunities
Opportunity to make a real impact within a growing and dynamic business
Competitive salary and benefits package

Fulltime