Commercial Account Handler – Public Sector

Job title:
Client Advisor – Public Sector

Location:
Birmingham

Our client is seeking a Client Advisor to join their established Public Sector Division. This position offers an excellent opportunity for an organised and proactive individual who enjoys working in a fast-paced, client-focused environment. The role involves supporting senior Client Directors and reporting to the PSE Team Manager to ensure clients receive a consistently high standard of service and their accounts are managed accurately and efficiently.

• Prepare insurance documentation for new clients in line with their requirements.
• Obtain renewal terms, assess alternatives, and produce professional client presentations.
• Manage renewals, mid-term adjustments, and policy changes promptly and accurately.
• Maintain and update client information within internal systems.
• Liaise with insurers to confirm cover, process policies, and follow up on outstanding documentation.
• Review policy documents to ensure accuracy before issue.
• Support credit control processes and elevate account concerns as necessary.
• Adhere to all legal, regulatory, and compliance standards across all activities.

• Collaborate with colleagues to deliver efficient and high-quality client servicing.
• Oversee a portfolio of client accounts, meeting deadlines and service standards.
• Communicate regularly with clients, insurers, and internal teams to resolve queries.
• Maintain consistency and accuracy across all documentation and client records.
• Handle client data responsibly and identify potential risks or issues as they arise.

• Proven experience meeting performance targets within a regulated insurance environment.
• Strong background in client servicing and relationship management.
• Proficient in Acturis (essential).
• Experience handling commercial or corporate insurance across multiple product lines (desirable).

• Excellent communication and interpersonal abilities with a client-focused approach.
• Strong attention to detail and accuracy in all work.
• Well-organised, with the ability to prioritise and manage multiple tasks.
• Analytical and methodical approach to problem-solving.
• Risk-aware, with sound judgement on when to seek guidance or escalated issues.
• Commitment to professional development, ideally holding or working towards a CII qualification (Cert CII or Dip CII).

If you have the relevant experience or know someone that does please contact me now on  or email us at