Commercial Account Handler Public Sector

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profile Job Location:

Birmingham - UK

profile Monthly Salary: Not Disclosed
Posted on: 19 hours ago
Vacancies: 1 Vacancy

Job Summary

Job Description

Job title: Client Advisor - Public Sector

Salary: 42000

Location: Birmingham

PURPOSE OF ROLE

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.

RESPONSIBILITIES

  • 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 escalate account concerns where necessary.
  • Adhere to all legal regulatory and compliance standards across all activities.

DAY-TO-DAY

  • 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.

EXPERIENCE

  • 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).

SKILLS

  • 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 escalate 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

Job DescriptionJob title: Client Advisor - Public SectorSalary: 42000Location: BirminghamPURPOSE OF ROLEOur 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 ...
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Key Skills

  • Accounting Software
  • Time Management
  • Accounts Administration
  • Accounts Receivable
  • Accounts Reconciliation
  • Administrative Skill
  • Leadership skills
  • Accounting & Finance
  • Accounts Management
  • Communication
  • Analysis Skills
  • Relationship Management
  • Team Player Spirit
  • Budgeting Skills
  • Accounts Payable