Senior Corporate Client Advisor

The Role

To provide a quality service to clients in respect of renewal and new business insurance arrangements advising, arranging and securing appropriate cover for our clients’ demands and needs.

Key Responsibilities

General responsibilities

• Maintaining relationship, interaction and liaising with client on day-to-day basis
• Maintaining relationship, interaction and liaising with insurers on day-to-day basis
• Processing MTA’s and administration
• Ensuring all communications, documents, invoices are issued in a compliant way in line with company Policies & Procedures and full utilisation of Acturis.

New Business 

• Broking clients under £10k premium (or passing to CBU) and Scheme / Facility business
• Production of initial draft Broking presentation for Broker (if we are pre-appointed) for clients over £10k premium
• Invoicing
• Policy wordings – checking correct and suitable for client demands, needs and cover requirements
• Risk Register production
• Premium Finance administration (Surrey only)

Renewal Business      

• Updating records with any changes to client demands, needs, cover requirements, Fact Finds and underwriting information.
• Production of initial draft Broking presentation for Broker.
• Pipeline register completion
• Liaising with CD / Broker on broking strategy to be employed
• Obtaining terms from holding insurers
• Renewal Report production
• Invoicing
• Premium finance negotiation and administration (Surrey only)
• Risk Register production
• Policy wordings – ensuring correct and suitable for client demands, needs and cover requirements

Person Specification

• Minimum of 5 years in the insurance industry preferably with Corporate Client Servicing experience
• Minimum Dip CII
• Target book size of £500,000 made up of more larger cases
• Strong working knowledge of the Acturis system
• Extensive working knowledge of General Commercial Lines business and the Broking market
• A Can-do attitude with excellent communication skills, both written and verbal
• Ability to work to deadlines and multitask in order to get required work carried out
• Assisting the Client Services Manager with guiding, supporting and training less senior team members

For extra information please contact:-

London: 0203 411 8430

Email: admin@lawesgroup.co.uk