Account Handler - Bristol, United Kingdom - Howden Group Holdings

Howden Group Holdings
Howden Group Holdings
Verified Company
Bristol, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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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 Group Holdings 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 Group.


ROLE PROFILE:
Broker/Account Handler


ROLE PURPOSE:
Supports colleagues, and works with specifically assigned clients, to place risks with insurers. Negotiates effective terms to ensure client needs are best met in relation to pricing and cover.


KEY ACCOUNTABILITIES:

Planning/Reporting:

  • Provides input to team meetings to ensure appropriate information is considered, observations from the market are shared and client issues resolved
  • Plans work activities to achieve Team objectives
  • Meets agreed targets
  • Manages assigned projects and contributes to other projects as required
  • Provides relevant management information to the management team

Technical:

  • Reviews submissions in conjunction with the account handlers/executives where applicable, to ensure that information presented to the market is comprehensive and accurate
  • Plans the most appropriate solution for the client's demands and needs.
  • Devises placing strategies and identifies effective product layering
  • Negotiates with underwriters to place insurance that balances quality, coverage and price
  • Reviews wordings and gathers appropriate market intelligence to ensure the company's product offering is up to date and relevant to current/respective market conditions/requirements
  • Develops strong relationships with markets
  • Provides broking guidance and support for more junior members of the Team
  • Responds to market and third party queries as appropriate
  • Ensures up to date records are maintained at all times on the Company's/Group's systems

Policy, Process and Procedures:

  • Works within agreed parameters and uses relevant systems to ensure documentation /communications adhere to company procedure / compliance requirements
  • Maintains appropriate client files
  • Follows agreed processes and obtains appropriate approvals to ensure compliance with company policy and regulatory requirements

Environment, Customer Focus and Relationships:

  • Actively manages relationships with external and internal stakeholders
  • Develops and maintains appropriate underwriter relationships
  • Maintains an appropriate group of preferred markets in each area of activity
  • Develops awareness of industry developments to ensure practices, product offerings and outputs are of a sufficiently high standard compared to peers
  • Responds to the clients'(both internal and external) requirements as appropriate
  • Behaves with all clients (both internal and external) fairly and ethically
  • Shares information that could be beneficial to the Operating Entity/Group

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.

Specific responsibilities are listed below.

  • Complies with all applicable, legal, fiscal and regulatory obligations in the form of policies and procedures
  • 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

PERSON SPECIFICATION
Knowledge/Experience

  • Experience of working in a similar or related role
  • Excellent knowledge of the insurance market
  • Excellent relationships with relevant underwriters
  • Specific product knowledge
  • Highly regarded by peers and market contacts
  • Good understanding of relevant regulatory and legal frameworks
  • Good understanding of the company's strategic goals and how broker activity contributes to these
Skills/Behaviours

  • Customer focused approach
  • Highly numerate and literate
  • Excellent communication and interpersonal skills
  • Able to work independently and use initiative
  • Able to work flexibly to a
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