- Works with minimal guidance to organise own work activities to ensure that personal and Team objectives are achieved
- Meets agreed targets
- Participates in team meetings as required, reporting on business progress within their area of expertise
- Manages assigned projects and contributes to other project as required
- Provides relevant management information to senior managers
- Reviews client documentation to ensure that information presented is sufficiently comprehensive/accurate to support the quoting process
- Collates and communicates client requirements to ensure appropriate marketing of the risk
- Prepares or checks market presentations
- Liaises with clients and ensures client queries are resolved
- Responds to market and third party queries as appropriate
- Is aware of, and satisfies, territory, tax and legislation requirements
- Produces high quality and compliant market documentation ensuring appropriate authorisations are secured
- Plans the most appropriate solution for the client's demands and needs
- Takes responsibility for data entry, credit control and chasing subjectivities where required
- Liaises with support technicians and IBA as required
- Ensures up to date records are maintained at all times on the Company system
- Knows when to seek guidance from senior members of the team
- Negotiates with underwriters to place insurance that balances quality, coverage and price
- Works within agreed parameters and uses relevant systems to ensure documentation/communications adhere to company procedure/compliance requirements and provide an adequate audit trail
- Processes data promptly and accurately on relevant systems in order to support and improve high levels of client service/internal process execution and to facilitate informed analysis
- Maintains appropriate client files, and oversees the prompt and accurate production of documentation to best meet client, company and regulatory requirements
- Ensures appropriate due diligence/sanctions checks are conducted in line with company procedures
- Adheres to company policies and procedures and obtains necessary authorisations at appropriate points in the process
- Builds and maintains strong relationships with internal stakeholders and external contacts to ensure service delivery meets expectations and is compliant
- Provides support and assistance to senior colleagues and/or their clients on request
- Deals with, or refers, client enquiries, renewals and mid-term adjustments
- Develops strong relationships with immediate Team and the wider Business Unit
- Solicits advice and guidance, when appropriate, from their line manager
- Behaves with all clients fairly and ethically
- Shares information that could be beneficial to the Operating Entity/Group
- Actively undertakes personal development to ensure up to date knowledge and understanding of best practice
- Remains aware of external, industry, legal and regulatory developments etc. to ensure practice and outputs are of a sufficiently high standard
- Keeps informed of all legal and regulatory developments relevant to the Operating Entity/Group
- Ensures correct authorisation is obtained and processes followed when required by the Operating Entity and/or Group
- Ensures performance, HR and T&C records are up to date and meet the Operating Entity and/or Group's requirements
- Maintains accurate records and deals with correspondence appropriately
- Operates in an honest, professional and ethical manner
- Strictly adheres to the Group Employee Code of Conduct
- Completes all relevant regulatory training
- Complies with all applicable legal, fiscal and regulatory obligations in the form of policies and procedures
- Understands general and legal principles of insurance
- Understands the relevant regulatory and legal frameworks
- Knowledge of the market including an awareness of competitors, specific territory knowledge, cultural awareness
- Relevant product(s) knowledge is required
- Relevant experience in an account handling or technical role is desirable
- Good understanding of Team ojectives and how own role contributes to these
- Specific systems knowledge relevant to role
- Customer focused approach
- Numerate and literate
- Good communication and interpersonal skills
- Able to work independently and use initiative
- Able to work flexibly to achieve tight deadlines/targets with good organisation skills
- Computer literate
- Analytical and able to solve problems
- An attention to detail and willingness to learn
- Calm and resilient under pressure
- Able to positively react to change
- Is a team player, networks and able to build sustainable relationships
- Able to build sustainable working relationships
- Able to train junior members of the team on specific system/process tasks
- GCSE Maths and English (or equivalent)
- A levels (desirable)
- Attainment of the LLMIT (the Lloyd's and London Market Introductory Test), where relevant to the role
- Working towards or has attained ACII (although this is not critical)
-
Account Handler/broker
3 weeks ago
Miller Insurance Services London, United KingdomWe are focussed on commodity traders as well as other lenders, exporters, financial institutions and investors. We arrange non-payment / non-performance and political risks insurance to protect payment undertakings, pre-payments and delivery risks in the energy, metals and agricu ...
-
Account Handler-broker
3 weeks ago
Miller Insurance Services London, United Kingdom**The Role**: · - Understand the clients' business and risk management needs and look for solutions to deliver those needs through the provision of ongoing service · - Keep track of impending renewals, gathering renewal information in good time to enable terms to be obtained and ...
-
Account Handler Broker
2 weeks ago
Miller Insurance Services London, United KingdomMiller are a specialist (re)insurance broking partnership, with over 100 year history. · We always strive to be the best. That is why we focus on specialist areas where we have built up technical sector knowledge and have become a recognised leader in out chosen fields. · We are ...
-
Account Handler/broker
2 weeks ago
Miller Insurance Services London, United Kingdom**The Opportunity**: · This is a great opportunity for someone to come into Miller and work in a small team, where there is the chance for exponential growth and career development. Within this role, you will be providing prompt, accurate and effective account management support ...
-
Account Handler/broker
2 weeks ago
Miller Insurance Services London, United KingdomAs a leading specialist (re)insurance broking partnership, Miller is a recognised leader in our specialist fields. With offices in London, Ipswich, Bermuda, Brussels, Paris, Singapore and Switzerland, our network has increased to more than 900 colleagues. · We always act with int ...
-
Broker/account Handler
5 days ago
Townsend McCormack Shoreditch, United Kingdom**Salary**: £35 000/£50 000 plus Profit Bonus + Pension & Life cover · **Summary**: · The company are looking for an experienced Commercial Insurance broker to help them to grow the book of business as well as manage existing clients needs. This will be a key role working closely ...
-
Commercial Account Handler-broker
2 weeks ago
CryerBaker Insurance Recruitment Ltd London, United KingdomAn excellent opportunity has arisen to work for an independent commercial brokerage based in the city of London. They have a local presence in and around the South of England providing a personal service to all of their clients developing new business opportunities through recomm ...
-
Broker Technician/account Handler
2 weeks ago
Harrison Holgate City of London, United KingdomA great opportunity to join a fully accredited Lloyd's Broker has become available for a Broker Technician/Account Handler to provide end to end technical support to the broking and underwriting teams. · As the Broker Technician/Account Handler you will be joining a very creative ...
-
Broker Account Handler
3 weeks ago
AMC Insurance Appointments Ltd London, United KingdomOur client, a specialist independent Lloyd's Broker, is looking for an experienced Professional Indemnity (PI) Broker and Account Handler. · To Broke and Account Handle both New Business and Renewals for Professional Indemnity, Directors and Officers (D & O) and Cyber through al ...
-
Broker Account Handler
3 weeks ago
Cryer Baker Recruitment Ltd. London, United KingdomCommercial Account Handler/Broker - London (Home Working Option) · An excellent opportunity has arisen to work for a new independent commercial brokerage based in the city of London. They have a local presence in and around the South of England providing a personal service to al ...
-
Broker Account Handler
3 weeks ago
Cryer Baker Recruitment Ltd. England, United KingdomOur client is a dynamic independent insurance brokerage with chartered status currently experiencing a tremendous period of growth despite Covid. This brand new role has been created and presents a fantastic opportunity for an experienced commercial broker / handler to join the t ...
-
Broker Account Handler
3 weeks ago
Cryer Baker Recruitment Ltd. England, United KingdomCorporate Account Handler / Broker – Leeds City Centre (Part home based) · This is an excellent opportunity to join a quality independent insurance brokerage dealing with a wide variety of commercial and corporate clients with annual premium spends of £5k to £500k. Although based ...
-
Account Handler
2 weeks ago
CAPIO RECRUITMENT LIMITED London, United Kingdom**Property Account Manager / Account Handler** · **Location**:London · **Salary**:£40,000 - £50,000 · **The Company**: · We are working a dynamic and progressive UK commercial insurance who is looking to strengthen their team with a Property Account Manager / Handler · **The Role ...
-
Account Handler
2 weeks ago
Arthur London, United KingdomArthur is delighted to be parterning with a hyper growth London market Broker to find an Account Handler for their North American Property team. Our client is one of the most exciting brands in the London Broker market and can offer excellent trainingwith access to third party cl ...
-
Account Handler/Broker
1 week ago
Howden Group Holdings London, United Kingdom Full timeFrom day one, our mission has been to create an independent business with a unique culture – one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success. · People come to Howden for lots of differe ...
-
Account Handler
1 week ago
Blo-q London, United Kingdom**Our London based client is seeking to appoint an experienced Insurance Broker/Account Handler for an immediate start on a 3 Month Contract.** · The role will see the Account Handler/Insurance Broker directly affect the sales performance & profitability of the business unti as a ...
-
Account Handler
1 week ago
Nashrock Recruitment London, United Kingdom Full timeAccount Handler (Property & Casualty) · £40,000 - £48,000 + Bonus + Benefits · 25 days A/L + Bank Holidays, Attractive Bonus, Pension, Death In Service X 4, A portal with various discounts for shopping, restaurants and days out · The Company · Your new employer is a successful, i ...
-
Account Handler
3 weeks ago
Nashrock Recruitment London, United Kingdom Full timeGlobal Property Account Handler · Up to £70,000 - £75,000 + Attractive Bonus and Benefits · London / Hybrid - 1 day a week office based - minimum requirement · Your new organisation is a market-leading, well-established and international Lloyd's Broker, who now have an exciting p ...
-
Account Handler
2 weeks ago
The Ardonagh Group London, United Kingdom**JOB DESCRIPTION** · - ___________________________________ · **Job Title**: Account Handler · **Role**:North American Binders Account Handler · - ___________________________________ · **Division**:Operations · **Reporting to: Technical Director** · - ____________________________ ...
-
Account Handler
3 weeks ago
Lockton, Inc. London, United Kingdom**General information**: · **Reference **:002250 · **Vacancy location**: · **Location**: · United Kingdom, London, Finchley · **Work Place**: · Hybrid · **Vacancy details**: · **Job Profile**: · Lockton - Experienced Professional · **Title**: · Account Handler - Real Estate · **D ...
Account Handler/Broker - London, United Kingdom - Howden Group Holdings
Description
ROLE PROFILE:
Account Handler
ROLE PURPOSE:
Supports their Team to deliver an excellent and comprehensive service in the administration of new business, renewal and mid-term changes so that customers' needs are best satisfied through suitable cover and pricing.
KEY ACCOUNTABILITIES:
Planning/Reporting:
Technical:
The job holder may be asked to undertake the following additional responsibilities, as applicable, should they work in a team with no dedicated broking resource:
Policy, Process and Procedures:
Environment, Customer Focus and Relationships:
People Management/Personal Development:
Regulatory and Compliance:
The Board of each Operating Entity requires the highest standards of corporate governance, operational excellence and financial reporting throughout the Group from all its employees. Specific responsibilities are listed below.
PERSON SPECIFICATION:
Knowledge/Experience
Skills/Behaviours
Qualifications