Account Handler - London, United Kingdom - The Ardonagh Group

Tom O´Connor

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Tom O´Connor

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Description

Purpose of the Role:


To be servicing a large book of Financial Institutions Package, Professional Indemnity, Directors & Officers Liability, Charity Trustees Liability, Pensions Trustees Liability, and Medical Malpractice, Corporate, SME, Large Commercial and Institutional clients.


Key Role Accountabilities:


  • Development and maintenance of a portfolio, and development of new business
  • Market facing broking including liaising with underwriters in the Lloyd's and London market
  • Provide appropriate cover, structure, price and placement strategies that meet the clients' needs and deliver profitable business for a range of clients
  • Ensuring all relevant information is gathered in the preparation of annual renewals and endorsements on accounts
  • Creation of presentations for both new and existing clients
  • Understanding a clients' business and risk management needs
  • Working closely and maintain relationships with key market and client contacts
  • Management of workload to ensure compliant placement of cover and processing of contracts as per FCA and contract certainty requirements
  • Checking policies, market presentations and client documentation, updating policies with MTAs
  • Debiting of premiums
  • Creation of MRC documents, and submissions to PLL and XIS
  • Maintaining accurate and concise placing files, using corporate document management system

Qualifications & Experience:

Medical Malpractice experience would be an ideal though no essential part

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