Corporate Account Handler, Lawes Consulting Group

Lawes Consulting Group

Location:

United Kingdom, Hertfordshire

Category:

Finance

Contract Type:

Employment contract

Salary:

40000.00 - 60000.00 GBP / Year

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Job Description:

To comprehensively assist the Corporate Division Management Team, Business Development Executives, Account Executives, and Account Handlers in the essential functions of managing accounts and facilitating the brokering process for both existing and prospective business with insurers.

Job Responsibility:

To contribute to the achievement of Divisional forecasts, plans, programs, and budgets within the corporate team
Maintain consistent and meaningful communication with existing customers, ensuring their insurance needs align with established service levels
Adhere strictly to Divisional processes and procedures, including TAM (and others)
Collaborate closely with Account Executives and fellow Account Handlers to guarantee a high level of customer satisfaction
Ensure clarity, completeness, and up-to-date status of files, notes, and records for seamless information access during periods of absence, upholding elevated client service and documentation accuracy
Promote and uphold a professional and competent image to enhance overall customer satisfaction
Collaborate with team members to ensure the smooth operation of the office and accomplish housekeeping tasks efficiently
Actively engage in the firm’s Performance Appraisal system, setting annual business and personal development goals and participating in quarterly reviews
Take a proactive stance in personal development initiatives
Adhere consistently to the FCA Principles for Business, complying with both FCA and internal procedures to uphold the company’s responsibilities in this domain
Understand and adhere to the firm’s Treating Customers Fairly Policy, setting an example for junior staff members
Support the wider Division and Broking team in maintaining a presence in the London Market and assisting with placements via Lloyds

Requirements:

Minimum of 3 years’ requisite experience
Proficiency in the principles, practices, and legal aspects of major classes of General Insurance
In-depth knowledge spanning various Insurance products
Familiarity with the UK General Insurance market
Understanding of FCA requirements pertaining to Commercial customers outlined in ICOB
Adherence to the Company’s Procedures Manual and Complaints Procedure
Competence in operating the Company’s IT system
Proficiency in report writing, broking presentations, and the preparation of insurance registers
Familiarity with the Law of Agency and the Data Protection Act
Awareness of the requirements of money laundering legislation
Knowledge of Rehabilitation of Offenders, Disability Discrimination, and Race Relations Acts
Understanding the general functions of all other areas within the Company and their relationship to this role
Technical expertise in Insurance knowledge
Educated to good standard
Computer and keyboard skills including Microsoft Office including Excel & Word
Ability to organising self and own work
Questioning and evaluation of client needs
Ability to build relationships – internal & external
Communication skills: telephone, verbal & written
Selling and cross selling
Rapport building with clients and underwriters

What we offer:

Hybrid Working – working from home opportunities on a weekly basis
Professional development – we are passionate about this and provide opportunities for you to develop and study for relevant, roles specific training and/or professional qualifications
Perkbox – an employee perks and benefits scheme offering over a hundred perks and discounts in cinema’s, shops, gyms, and restaurants and more
Holiday Purchase and Exchange Scheme – purchase or exchange your holiday allowance towards a benefit of your choice
Recruitment Referral Scheme – up to £3,000 bonus for every successful candidate via staff recommendation for permanent roles
Interest Free Season Ticket Travel Loans Exchange Scheme – help save with travel costs
Life Assurance
Employer pension contribution 5%
Employee Assistance Program – 24/7 access to trained advisors on an array of subjects, including legal help as well as private counselling sessions with professional counsellors outside of the workplace, through our Wellbeing Partner
Enhanced Maternity and Paternity leave
An extra day’s holiday for birthdays
Development hour – 1 hour per week will be given for personal development

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Corporate Account Handler