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Financial Institutions Account Handler - City
Ref. JO0000006789

Position Financial Institutions Account Handler - City
Sector Account Handling
Location City of London, City
Type Permanent
Salary £32,500 / Annum
Reference JO0000006789
Summary Financial Institutions Account Handler - City - to £32,500

Well established city based LLoyd's Brokers have a new position within their busy Financial Institutions department for an experienced Account handler.

This is a prestigious role and the candidate will have exposure to a variety of Financial Institutions clients (banks, insurance companies, stock brokers, hedge funds, PE houses, etc) and will develop their knowledge of Lloyds and slip placements.

This is a dual role and will provide real responsibility, as the role will include handling an SME book of FI business, as well as supporting an experienced Account Executive with flagship FI clients.

There will be daily insurer and client contact by telephone, with meetings as required. The individual should be comfortable broking risks to insurers and must have a decent level of experience working in the insurance industry, preferably with Financial Institutions exposure at the Account Handler level or above.

This role would suit someone of graduate calibre, who has a decent level of commercial experience already, and the individual should be at least Cert CII qualified. Progression towards Diploma or ACII would be preferable.


1) To provide support to the Client Directors and complete the tasks that are set by them

2) To deliver pre-eminent levels of service to clients

3) To minimise all potential opportunity for errors & omissions

4) To support the client service plans, or account stewardship plans, in place for all clients

5) To ensure compliance with all agreed company standards and procedures including Treating Customers Fairly

6) To ensure compliance with all regulatory requirements

7) To consistently set & achieve high standards

8) To respond to urgent cover-related client queries immediately

9) To manage own workload

10) To keep Acturis records up to date

11) To take ownership of own Personal Development Plan and setting own objectives

12) To commit to becoming professionally qualified

13) To commit to Continued Professional Development through attendance of seminars, online technical training and ad-hoc reading of insurance related subjects, case law etc.

14) To assist with project work as and when required

15) To establish strong professional working relationships with all key insurers

16) To maintain a good knowledge of developments and changes within the insurance industry - to include new products and new markets

17) To engage in inter-office networking

Required Skills

1) To manage client expectations at all times

2) Must be intelligent, articulate and have high personal standards

3) Strong interpersonal & communication skills, both verbal and written

4) Able to form good business relationships with both clients and insurers

5) The ability to listen effectively & respond accordingly

6) The ability to be flexible and adaptable to a client's needs

7) To take an active interest & be able to engage in any given subject matter

8) Must be able to work long/flexible hours on occasions to ensure that current high standards of Client service are maintained.

9) Must be willing and able to travel to meet Clients, and also attend training which could be provided outside of the London office.

10) The ability to make good and clear decisions

11) To have sound judgement

12) Must have good time management, organisation & prioritisation skills

13) Must have good negotiation skills

14) Must be able to work well under pressure

15) Must display a careful, methodical approach to work

16) To be consistent and accurate at all times with work carried out

17) To be a good team player

18) Must have good technical knowledge with the majority of the classes of business, especially Financial Lines

19) Must have sound market & broking experience

20) Troubleshooting / problem solving skills

21) To be creative & innovative

22) An appetite to further own knowledge

23) Fully competent on all system processes (Acturis, Word and Excel) and IT literate

Expected Attitudes / Behaviour

1) Professional personal appearance suitable for a business environment and face-to-face meetings

2) A positive, supportive & professional attitude must be maintained at all times

3) To be open and approachable

4) To have a confident & determined approach, a 'can-do' attitude

5) To be focused at all times on the key objectives and responsibilities

6) To be honest and sincere

7) To act all times with integrity and fairness

8) To display loyalty wherever possible

9) To be decisive & assertive

10) To be trustworthy, discreet and reliable

11) Flexible attitude

12) Sociable

13) To be mentally and physically resilient

14) To be punctual at all times and have a high rate of attendance

15) To be passionate, enthusiastic, committed and take pride in the job

16) To be respected by the team and peers

17) Uses initiative

Right to Work in the UK

If candidates progress to the second round of interviews they will be expected to bring with them evidence of their right to work in the UK

Pre-Employment Screening

Once an offer of employment has been made and accepted, the following pre-employment screening will be carried out:-

· Identity check

· Basic Criminal Records check

· Adverse Financial check

To apply for this vacancy, please e-mail your CV to:

CV's must include the following information:

· Name

· Address

· Daytime telephone number

· Full education details, including exams passed and grades obtained

· Full career history showing dates of employment and reasons for leaving all previous jobs

MW Appointments is acting as an Employment Agency in relation to this vacancy.
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