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    Job Title – Senior Commercial Client Adviser

    Contract – Permanent

    Salary – £45,000

    Location – Glasgow



    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.

    • Report to the Client Adviser Team Leader on a monthly basis.
    • To promote and support the Division both internally and externally to clients, the insurance market and other third parties.

    Client Responsibilities

    • To act as Account Adviser on specific nominated accounts and to support other members of the division on accounts as and when appropriate.
    • To 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.

    Range of Advice

    • 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.

    Compliance and Regulatory Affairs

    • 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.

    Qualifications, Experience & Capabilities

    • 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. View strong compliance as a benefit and an opportunity.  
    • 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.

    For extra information please contact:-

    London: 0203 411 8430

    Email: admin@lawesgroup.co.uk

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