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