Senior Corporate Account Handler

Job title: Senior Corporate Commercial Client Advisor

Location: Reading

PURPOSE OF ROLE

An excellent opportunity has arisen for an experienced Senior Client Advisor to join a well-established commercial insurance broking business in Reading. This is a great fit for someone who thrives in a fast-moving broking environment and wants to play a key role in supporting Client Executives across both renewal business and new client wins.

RESPONSIBILITIES

• Support Client Directors/Managers in servicing and retaining existing accounts while helping to generate new business
• Build and maintain strong working relationships with clients, insurers and colleagues across the business
• Ensure full compliance with the company's internal policies and relevant FCA regulations, including Treat Customers Fairly (TCF) and Consumer Duty principles
• Uphold high standards of professional conduct in line with the FCA Individual Conduct Rules
• Identify opportunities for cross-selling and up-selling within the existing client bank

DAY-TO-DAY

• Act as first point of contact for clients on day-to-day queries, renewals and mid-term adjustments
• Develop a thorough understanding of each client's business and insurance requirements across a broad risk spectrum, including Material Damage, Liability, Cyber and Management Liability/Professional Indemnity
• Maintain accurate client records on the company's broking platform and produce system invoices for renewals and mid-term adjustments
• Prepare renewal letters and renewal reports for Client Managers/Directors
• Present accurate risk information to insurers via market presentations and handle follow-up queries
• Negotiate terms with insurers and review policy documentation for accuracy
• Support Client Managers/Directors on client visits where required
• Take ownership of issues through to resolution, escalating where necessary
• Chase outstanding client debt as needed and delegate tasks to broker support where appropriate

EXPERIENCE

• Around 4-5 years' experience in a Client Adviser role within commercial insurance broking is preferred but not essential
• Cert CII qualified, or equivalent experience/willingness to work towards this
• Solid understanding of the insurance market and regulatory environment

SKILLS

• Strong communication and relationship-building skills
• Good negotiation and time management ability
• High attention to detail
• Proactive, self-motivated and comfortable working both independently and as part of a team

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