Client Advisor

OVERVIEW

Lawes are working with a leading name in the market who due to growth have an opportunity for a Commercial Account Handler to join their team in Birmingham. This is an excellent opportunity for an experienced account handler to have a clear path to step into an Account Executive role and inherit a chunky book of business.

• Manage a portfolio of commercial clients, building strong relationships and acting as the primary point of contact.
• Oversee renewals, policy administration, endorsements, and cancellations.
• Ensure compliance with FCA regulations, Consumer Duty obligations, and internal standards.
• Identify opportunities to enhance client coverage and mitigate risk.
• Support and mentor junior team members and collaborate across departments to meet client needs.
• Maintain industry knowledge, engage with insurers, and negotiate terms to benefit clients.

• Handle client communications and inquiries efficiently.
• Prepare and process policy documentation, renewals, and endorsements.
• Conduct compliance checks and maintain accurate records.
• Collaborate with colleagues to deliver tailored insurance solutions and support team development.
• Stay updated on market trends and insurer relationships.

• Strong client-focused communication and service skills.
• Excellent organisation, time management, and decision-making abilities.
• Collaborative, supportive, and capable of mentoring junior colleagues.
• Adaptable to fast-paced, high-volume work environments.
• Proficient with insurance platforms and client management systems (Acturis experience advantageous).

CII or ACII qualification desirable, or willingness to work towards it with business support.

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