Massenhove Recruitment
Location
London | United Kingdom
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
Job tags
Salary
