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Senior Commercial Client Adviser

https://www.lawesrecruitment.co.uk Logo

Lawes Consulting Group

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Location:
United Kingdom , Glasgow

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Category:
Insurance

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Contract Type:
Not provided

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Salary:

45000.00 GBP / Year
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Job Description:

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

Job Responsibility:

  • 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
  • Promote and support the Division both internally and externally to clients, the insurance market and other third parties
  • Act as Account Adviser on specific nominated accounts and to support other members of the division on accounts as and when appropriate
  • 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
  • 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
  • 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

Requirements:

  • 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
  • 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

Additional Information:

Job Posted:
March 27, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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