Account Handler/broker - London, United Kingdom - Howden Group Holdings
Description
From 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 different reasons, but they stay for the same one: our culture. That's what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities - work/life balance, career progression, sustainability, volunteering - you'll find like-minded people driving change at Howden.
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:
- Works with mínimal 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
Technical:
- 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
- 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
Policy, Process and Procedures:
- 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
Environment, Customer Focus and Relationships:
- 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 midterm 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
People Management/Personal Development:
- 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
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.
- 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
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