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Account Handler/Broker/Technician
Ref. JO0000007181

Position Account Handler/Broker/Technician
Sector Placing Broking
Location City of London, City
Type Permanent
Salary £30K - £40K / Annum
Reference JO0000007181

City of London

We are looking to recruit an Account Handler to be responsible for servicing accounts within the renewals lifecycle process, including but not limited to renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation. There is also the opportunity to work on new business opportunities with prospective clients.

Ideally, you will have experience of working as a Commercial Account Broker and be able to demonstrate a good understanding of excellent customer service, skills of negotiation, broking and market awareness. You will ensure standards of service to customers are in accordance to those laid down by the company along with FCA regulatory rules and guidelines.

Key Responsibilities

·Assist in renewal process, preparation of submission and the gathering of information

·Obtain renewal terms for customers and identify potential alternative quotations before producing presentations for account managers to discuss with customers

·Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with management

·Follow up on new and existing renewal business quotations and lend support to Brokers

·Deal with Insurer queries in relation to customer policies

·Assist with customer queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies

·Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required

·Manage accounts and process payments by deliverable dates

·Deal with general account queries, and ensure that they are resolved efficiently

·Perform miscellaneous office duties in support of account servicing

·Manage own workload in order to effectively service the client relationship and ensure placements are completed within client deadlines

Experience, Knowledge and Skills

·Holding/working towards one of the Chartered Insurance Institute Qualification: Dip CII/ FIT (Fitness Insurance Test) desirable

·Knowledge of general insurance (London Market / Lloyd's and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity

·Demonstrable previous experience within support role

·Evidence of effectively prioritising risks to manage concurrent workflow

·Due diligence in administration and policy checks/processes

·Good knowledge of client market and insurance industry network

·Good client service focus

·Able to identify potential risks/issues and seek advice/consultation when required

·Due diligence and process driven to deadlines

·Risk aware in customer handling

·MS office proficiency

·Eligible to work in the UK

·Ability to travel to client sites

Ref 7181

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