Account Handler - PI / Professional Indemnity

The Role

Supports the Team to deliver an excellent and comprehensive service in the administration of new business, renewal and mid-term changes so that customers’ needs are best satisfied through suitable cover and pricing.

Key Responsibilities

• Works with minimal mentorship to prioritise 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

• Handles assigned projects and supplies to other project as required

• Provides relevant management information to senior managers

• Reviews client documentation to ensure that information presented is sufficiently comprehensive/accurate to support the quoting process

• Collates and communicates client requirements to ensure appropriate marketing of the risk

• Prepares or 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

• Plans the most appropriate solution for the client’s demands and needs

• Takes ownership for data entry, credit control and chasing subjectivities where required

• Liaises with support technicians and IBA as required

• Ensures up to date records are maintained at all times on the Company system

• 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 appropriate due diligence/sanctions checks are conducted in line with company procedures

• Adheres to company policies and procedures and obtains necessary authorisations at appropriate points in the process

• 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 high standard

• Keeps informed of all legal and regulatory developments relevant to the Operating Entity/Group

Skills & Attributes:

• Understands general and legal principles of insurance

• Understands the relevant regulatory and legal frameworks

• Knowledge of the market including an awareness of competitors, specific territory knowledge, cultural awareness

• Relevant product(s) knowledge is required

• Relevant experience in an account handling or technical role is desirable

• Good understanding of Team objectives and how own role contributes to these

• Specific systems knowledge relevant to role

• Good communication and social skills

• Able to work independently and use initiative

• Fexibly to achieve tight deadlines/targets with good organisation skills

• Analytical and able to solve problems

• An attention to detail and willingness to learn

• Calm and resilient under pressure

• Able to positively react to change

• Is a great teammate, networks and able to build balanced relationships

• Able to build sustainable working relationships

• Able to train junior members of the team on specific system/process tasks

Qualifications

• GCSE Maths and English (or equivalent)

• A levels (desirable)

• Attainment of the LLMIT (the Lloyd's and London Market Introductory Test), where relevant to the role

• Working towards or has attained ACII (although this is not critical)