Account Handler - London, United Kingdom - LIFT-Financial Group

LIFT-Financial Group
LIFT-Financial Group
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
To provide dedicated, accurate and efficient support for the LIFT-Insurance Account Executives for both their private and commercial clients.


Principle Accountabilities:


  • Provide an efficient new business quoting service for the Account Executives and their portfolios of private and commercial clients, liaising with product providers and ensuring that new business is set up correctly
  • Handling all aspects of broking including New Business, Renewals and Mid-Term Policy Adjustments for SME and commercial products incorporating package and commercial combined business, whilst ensuring the relevant paperwork is completed, premiums are collected, and relevant records updated
  • Ensuring that all client information is stored on the relevant system, and is updated accurately and timely checking that all Compliance requirements are met
  • Preparing invoices for any policies that are arranged and chasing any outstanding monies to the conclusion
  • Issuing original policy documents to clients within the agreed timescales, ensuring they are accurate and reflect the requirements of the client
  • Control your own diary system, ensuring all items are followed up by the due dates, particularly in relation to outstanding documentation from clients or insurers, premium payments, and survey matters
  • Provide postmeeting administration support to the Account Executives ensuring that all work is completed within agreed timescales
  • Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity
  • To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time

Essential Requirements:


  • Excellent technical knowledge of personal and commercial lines products gained in a broking role
  • Minimum 23 years of previous experience in the commercial insurance industry
  • Excellent administration and communication skills
  • Ability to build and maintain productive relationships with clients, insurers, and colleagues
  • Strong IT Skills, in particular, use of Microsoft Excel to produce and maintain spreadsheets
  • Intermediate skills in the use of the Acturis Insurance platform

Desirable Requirements:


  • Certified by the Chartered Insurance Institute

Why work for LIFT?

  • A competitive salary
  • 23 days holidays, increasing to 24 days when you reach 3 years of service and 25 days when you reach 5 years of service. Plus the opportunity to buy up to an additional 5 days each year
  • Birthday day off
  • Hybrid working 3 days in the office/2 days WFH
  • Permanent Health Insurance
  • 4 x Death in Service
  • 5% employer pension contribution
  • Annual discretionary bonus scheme
  • Exam and study support
  • Quarterly staff recognition awards
  • Quarterly social events
More jobs from LIFT-Financial Group
See all jobs of LIFT-Financial Group