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    Role Title: Professional Indemnity Account Handler

    Location: Chelmsford, Essex

    Salary: Up to £30,000


    PI Account Handler

    Liaises with:



    • Account Executives/ Other PI & wider Company employees
    • Insurers & other suppliers including wholesale Brokers
    • The wider Group to maximise cross selling and collaboration opportunities.


    Job Purpose:


    Working as part of the Specialist PI team within Chelmsford office to deliver excellent service to clients within the Construction & Accountants sectors.


    Building positive and productive working relationships with the wider Company, insurer & wholesale markets and colleagues within the team.


    Description of main duties:


    Duties will include, but are not be limited to:


    Client Relationship

    • Managing the insurance programmes for portfolio of clients, including the provision of technical advice and handling queries from clients and others as required to service account.
    • Re-broking of policies and communication of renewal terms to clients, seeking assistance with placement from Regional PI Broking Manager and Head of Region as necessary.
    • Providing excellent service to clients at all times, responding to their needs and changes as they arise.
    • Provide assistance to Account Executives, Regional PI Broking Manager and Head of Region with servicing of larger client accounts.


    Market/Suppliers Relationship

    • Negotiating placements (including additional policies, renewal and midterm amendments) direct with own clients and, on larger accounts, in partnership with Account Executives, Regional PI Broking Manager or Head of Region.
    • Maintaining good market knowledge including keeping up to date with new insurance products/solutions and be able to advise, compare and discuss existing products within own area of expertise.



    • Effectively communicating with other colleagues and providing assistance and cover for them, where required.
    • Ensuring that all e-files are kept up to date and are easy to understand.
    • Continually maintaining and developing own technical, market industry, systems and procedural knowledge as well as sharing with others, ensuring all CPD records are updated on an ongoing basis.
    • Contributing to process and practice improvements.
    • Ensuring compliance with Company and external regulations ie. FCA.
    • Maintaining records and managing the diary system, ensuring that all post and diary activity is completed in accordance with Company performance standards.



    • Excellent written and verbal communication, interpersonal and customer interface/relationship skills – ability to establish rapport, credibility and trust with clients and prospects.
    • Knowledge and experience of principal underwriting markets and PI policy cover – specific knowledge of the Construction & Accountants PI markets an advantage.
    • Competent sales and negotiation skills.
    • Honesty and integrity.
    • Organisation and attention to detail, including ability to prioritise and manage own time effectively
    • Drive and self-motivation, for meeting targets (a ‘can do’ approach).
    • The ability to gather and analyse information.
    • Commercial awareness and good business sense and judgement.
    • A good academic background.
    • Competent with Microsoft and Acturis applications.


    For extra information please contact:-

    London: 0203 411 8430

    Email: admin@lawesgroup.co.uk



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