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For Companies At a Glance
- Tasks: Manage commercial client portfolios and build strong relationships.
- Company: Leading insurance firm with growth opportunities in Birmingham.
- Benefits: Pathway to Account Executive role, mentoring support, and industry knowledge.
- Why this job: Join a dynamic team and make a real impact on client success.
- Qualifications: Experience in account handling and strong communication skills.
- Other info: Fast-paced environment with opportunities for professional development.
The predicted salary is between 36000 - 60000 £ per year.
Lawes are working with a leading name in the market who due to growth have an opportunity for a Commercial Account Handler to join their team in Birmingham. This is an excellent opportunity for an experienced account handler to have a clear path to step into an Account Executive role and inherit a chunky book of business.
RESPONSIBILITIES
- Manage a portfolio of commercial clients, building strong relationships and acting as the primary point of contact.
- Oversee renewals, policy administration, endorsements, and cancellations.
- Ensure compliance with FCA regulations, Consumer Duty obligations, and internal standards.
- Identify opportunities to enhance client coverage and mitigate risk.
- Support and mentor junior team members and collaborate across departments to meet client needs.
- Maintain industry knowledge, engage with insurers, and negotiate terms to benefit clients.
DAY-TO-DAY
- Handle client communications and inquiries efficiently.
- Prepare and process policy documentation, renewals, and endorsements.
- Conduct compliance checks and maintain accurate records.
- Collaborate with colleagues to deliver tailored insurance solutions and support team development.
- Stay updated on market trends and insurer relationships.
SKILLS
- Strong client-focused communication and service skills.
- Excellent organisation, time management, and decision-making abilities.
- Collaborative, supportive, and capable of mentoring junior colleagues.
- Adaptable to fast-paced, high-volume work environments.
- Proficient with insurance platforms and client management systems (Acturis experience advantageous).
ADDITIONAL QUALIFICATIONS
- CII or ACII qualification desirable, or willingness to work towards it with business support.
Client Advisor in Birmingham employer: Lawes Insurance Recruitment
Contact Detail:
Lawes Insurance Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Advisor in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Client Advisor role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client base and think about how your experience aligns with their needs. This will help you stand out as someone who’s genuinely interested in the role.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills in managing client relationships and compliance can benefit the company. A confident, clear presentation of your abilities can make all the difference.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it shows you’re proactive and serious about landing that Client Advisor position.
We think you need these skills to ace Client Advisor in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Advisor. Highlight your experience with managing client portfolios and any relevant qualifications like CII or ACII. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your strong client-focused communication skills and your ability to build relationships. Let us know why you're excited about this opportunity and how you can contribute to our success.
Showcase Your Industry Knowledge: In your application, mention any recent trends or insights you've gathered about the insurance market. This shows us that you're proactive and engaged, which is super important for a Client Advisor role.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in directly!
How to prepare for a job interview at Lawes Insurance Recruitment
✨Know Your Clients
Before the interview, research the company’s client base and their specific needs. Understanding the types of commercial clients they work with will help you demonstrate your ability to manage relationships effectively.
✨Showcase Your Compliance Knowledge
Familiarise yourself with FCA regulations and Consumer Duty obligations. Be prepared to discuss how you’ve ensured compliance in previous roles, as this is crucial for the position.
✨Demonstrate Team Spirit
Since mentoring junior colleagues is part of the role, think of examples where you've supported team members. Highlight your collaborative approach and how it has led to successful outcomes.
✨Stay Updated on Market Trends
Brush up on current market trends and insurer relationships relevant to the role. Being able to discuss these topics will show your commitment to staying informed and your ability to negotiate beneficial terms for clients.
