Account Handler - London, United Kingdom - Miller Insurance Services
Description
Role Responsibilities:
- Understand the clients' business and risk management needs and support the delivery of 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 firm orders placed
- Preparation of market documentation in accordance with clients and market needs
- Support the creation of presentations for both new and existing clients
- Accurate and timely production of client documentation (Market Reform Contracts, Evidence of Cover, Policies etc)
- Ensure that market documentation is closed in a timely manner, making particular note of Premium Payment Warranty provisions and contract certainty deadlines and diarising as appropriate
- Liaise with technical teams to assist the delivery and processing of insurance placements
- Maintain accurate and concise placing files, using corporate document management system
- Liaise with compliance to ensure all procedures are followed
- Accurate and timely input of data in all applicable systems
- Perform quality control checks on all documentation
- Grow existing portfolio by identifying new, and/or existing opportunities and participate in cross selling across Miller (where applicable)
- Comply with any external rules and requirements imposed on individuals performing their role at Miller, such as Lloyd's byelaws and FCA rules.
- Promote Miller brand and values to enhance Miller's reputation in the market
Competencies
- Delivers routine work, largely autonomously, and in line with agreed standards.
- Maintains standards even when under pressure and requirements change. May seek direction for more complex work.
- Maintains and provides accurate information, showing an advanced understanding of relevant systems and processes.
- Pays attention to detail in own work and may regularly review the work of others in the team.
- Actively seeks feedback to improve own work.
- Seeks to learn from own mistakes and spots opportunities to keep improving own work.
- Contributes to innovation and process efficiency improvements for own team.
- Plans and prioritises own work, managing unexpected events and interruptions to deliver to agreed deadlines.
- May supervise the work of others.
- Seeks direction with more complex, unfamiliar work.
- Contributes to short to medium term plans (12 years).
- Communicates progress and, where appropriate, plan revisions.
- Contributes to and suggests process improvements for the team.
- May manage small projects or have responsibility for small parts of larger projects.
- Resolves all routine problems with autonomy, may delegate basic / routine problems to others.
- Anticipates most common problems impacting the team and takes preventative measures.
- Analyses information to identify key issues and options.
- Provides information for others, checking accuracy and identifying where additional information is needed.
- Considers impact of decisions for the team.
- Helps others to resolve common problems.
- Identifies key information and messages.
- Considers needs and preferences of audiences, adapting communication content and channel accordingly.
- Writes accurately, clearly, concisely and correctly to engage audience.
- Contributes to communication plans for own team.
- Identifies key stakeholders and seeks input.
- Handles some difficult questions and challenging conversations related to own work (and that of others if managing a team).
- Provides clients with a prompt service and accurate, up to date information.
- Demonstrates knowledge of clients' needs and provides information that helps the client make informed choices that best meet their needs.
- Establishes close relationships with clients and market partners.
- Works on moderately complex accounts with a mínimal level of guidance, escalating as needed.
- Develops account plans and manages resources.
- Has a broad understanding of Miller's products and services, the clients' core business, and relevant markets.
Qualifications:
- Diploma in CII preferable
Knowledge:
- Good attention to detail and organisational skills
- Ability to work independently and under pressure
Experience:
- Experienced in producing MRCs
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