Senior Account Handler - Bristol, United Kingdom - Howden Group Holdings

Howden Group Holdings

Verified Company

Bristol, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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:
Senior Account Handler/Broker

ROLE PURPOSE:

Supports their Team and works with specifically assigned clients, to place risks with insurers to deliver an excellent and comprehensive service in the administration of new business, renewal and mid-term changes.

Negotiates effective terms to ensure client needs are best met in relation to suitable pricing and cover.

KEY ACCOUNTABILITIES:

Planning/Reporting:

Works with mínimal guidance to organise own work activities to ensure that personal and Team objectives are achieved
Participates in team meetings as required, reporting on business progress within their area of expertise
Manages assigned projects and contributes to other project as required
Provides relevant management information to senior managers
Provides input to team meetings to ensure appropriate information is considered, observations from the market are shared and client issues resolved
May support research activity to assist the development of new products and wordings
Assists in monitoring renewal and new business activity to aid effective planning and resourcing

Technical:

Reviews client documentation to ensure that information presented is sufficiently comprehensive/accurate to support the quoting process
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
Collates and communicates client requirements to ensure appropriate marketing of the risk
Checks market presentations
Liaises with clients and ensures client queries are resolved
Responds to market and third party queries as appropriate
Is aware of, and satisfies, territory, tax and legislation requirements
Produces high quality and compliant market documentation ensuring appropriate authorisations are secured
Liaises with processing technicians and IBA as required
Ensures up to date records are maintained at all times on the Company systems and any etrading platforms

Policy, Process and Procedures:

Works within agreed parameters and uses relevant systems to ensure documentation/communications adhere to company procedure/compliance requirements and provide an adequate audit trail
Processes data promptly and accurately on relevant systems in order to support and improve high levels of client service/internal process execution and to facilitate informed analysis
Maintains appropriate client files, and oversees the prompt and accurate production of documentation to best meet client, company and regulatory requirements
Ensures that self (and direct reports if any) adhere to company policies and procedures and obtain necessary authorisations at appropriate points in the process
Ensures appropriate due diligence/sanctions checks are conducted in line with company procedures

Environment, Customer Focus and Relationships:

Builds and maintains strong relationships with internal stakeholders and external contacts to ensure service delivery meets expectations and is compliant
Provides support and assistance to senior colleagues and/or their clients on request
Deals with client enquiries, renewals and midterm adjustments
Behaves with all clients (both internal and external) fairly and ethically
Develops strong relationships with immediate Team and the wider Business Unit
Solicits advice and guidance, when appropriate, from their line manager
Shares information that could be beneficial to the Operating Entity/Group
Develops and maintains appropriate underwriter relationships
Maintains an appropriate group of preferred markets in each area of activity
Develops and maintain awareness and understanding of market dynamics and related cycles, to ensure work activities are effective

Personal Development:
The job holder has no direct reports

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