Account Handler

Job Description

Job Title - Account Handler

Job Market - Insurance / Wholesale /Professional Indemnity

Job Location - London

Purpose of the role

To renew and retain held business and to contribute to the growth of the company

Duties and Responsibilities

General Conduct

  • To act with due skill, care & diligence at all times
  • To observe high standards of integrity and deal openly and fairly with clients at all times
  • To conduct all business in line with the company policies, procedures and FCA regulations
  • The company Policies, Procedures and Standards manual must be read, understood and followed at all times in relation to this role
  • To ensure a safe working environment in line with company’s health and safety policy
  • To keep confidential all client and company information gained as a result of this position and use this information only as laid down in the above manual and other company directives
  • To attend training sessions deemed appropriate
  • Constantly seek to improve knowledge of Professional Indemnity Insurance
  • To use company standard documentation and not to alter these documents without consent
  • To support colleagues
  • Maintain high standards of personal presentation
  • To refer any issues outside of your normal responsibilities to a senior member of staff
  • To adopt the "in event of absence" policy when required.
  • To act and adopt a professional manner at all times.
  • Be able to work independently and as part of a team
  • To refer and adhere to company staff handbook
  • To ensure CPD is maintained at all time

New Business and Renewals

  • Acknowledge correspondence with insureds
  • Preparing quote requests
  • Requesting official claims summaries from insurers (historical & current)
  • Liaising with Claims & Technical for updates
  • Getting subs from clients
  • Updating/chasing insurers and London Market Team
  • Acknowledging/answering client queries
  • Inbox management if out of the office (prioritising/actioning) - handovers for return
  • Taking calls and handling/taking messages as appropriate
  • Inputting Quotes into Risk Manager and requesting check from Broker Support
  • Preparing Q&Cs/Client docs/EOC’s etc.
  • Analysing documentation (from insureds or insurers) to check it is in order - wordings, endorsement etc. with comparisons
  • Liaising with Broker support for processing
  • Arranging meetings/checking availability between broker and client
  • Creating Risk Overviews in advance of client visits
  • Handling MTA’s and Queries wherever possible (with input from the Broker)
  • Cross-sell other products or raise awareness of opportunity to Broker
  • Raise issues with the Account Exec - Large Claim, Acquisitions, Contract Service problem. Do this by looking at the risks 3-6 months before renewal