Commercial Account Handler in Birmingham

Job Description

Job title: Client Advisor – Public Sector

Salary: £42,000

Location: Birmingham

PURPOSE OF ROLE

Our client is seeking a Client Advisor to join their established Public Sector Division. This position offers an excellent opportunity for an organised and proactive individual who enjoys working in a fast-paced, client-focused environment. The role involves supporting senior Client Directors and reporting to the PSE Team Manager to ensure clients receive a consistently high standard of service and their accounts are managed accurately and efficiently.

RESPONSIBILITIES

• Prepare insurance documentation for new clients in line with their requirements.
• Obtain renewal terms, assess alternatives, and produce professional client presentations.
• Manage renewals, mid-term adjustments, and policy changes promptly and accurately.
• Maintain and update client information within internal systems.
• Liaise with insurers to confirm cover, process policies, and follow up on outstanding documentation.
• Review policy documents to ensure accuracy before issue.
• Support credit control processes and escalate