Senior Commercial Client Adviser, Lawes Consulting Group

Senior Commercial Client Adviser

Lawes Consulting Group

Location:

United Kingdom, Glasgow

Category:

Insurance

Contract Type:

Not provided

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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