Account Executive - London, United Kingdom - The Ardonagh Group

Tom O´Connor

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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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