Account Executive - London, United Kingdom - The Ardonagh Group
Description
Account Handler - Property & Casualty
Principal Tasks
- Liaising with regional producing brokers
- Preparing market submissions and placing documentation
- Producing policy documentation, certificates and midterm endorsements
- Raising invoices / debit notes and London Market closings
- Coordinate survey requests and communicate any requirements raised
- Maintain clear, accurate and comprehensive files
- Data Entry in various computer platforms (Excel, Novus, GXB)
- Adhere to and promote compliance (FCA, TCF, GDPR) requirements
- Assist in reconciliation of IBA queries
Responsibilities
- Take instructions from existing clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected, and relevant records and diary entries are created.
- Negotiate satisfactory renewal of your accounts to ensure that the renewal retention rate is exceeded
- Liaise with your broking colleagues to ensure smooth transition on all renewal and midterm adjustments
- Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed
- Provide back up to the team and Department Manager by taking responsibility of the renewal list and maintaining MI stats
- Assist in compiling and contribute toward the monthly management report
- Ensure a professional and expedient level of service is maintained on all matters
- Any general duties that may be required by your Manager in accordance with the nature of this job.
Generic Knowledge Requirements
- Sufficient knowledge of UK Commercial Property and Casualty (P&C) Insurance
- Good working knowledge of the underwriters and London markets
- Good working knowledge of the UK regulatory requirements and relevant insurance and UK regulatory requirements
Competencies Required
- Proactive and possess a 'can do attitude'
- Willingness to provide cover for your colleagues during unforeseen absenteeism
- Ability to understand and interpret customers' needs and requirements
- Work effectively as part of a team and individually
- Good communication skills
- Ability to work under pressure and to meet deadlines
- Ability to use Microsoft Word, Outlook & Excel
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