Account Handler - London, United Kingdom - Miller Insurance Services

Tom O´Connor

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Tom O´Connor

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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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