Senior Account Handler

Job Summary

To provide technical, administrative and client service support to the Account Executive and broke clients’ insurance programmes. To provide technical expertise to the team and support a very experience member of the team who controls a substantial commercial account.

Key Responsibilities

 Management of the account day to day as agreed with Account Executive. Ensure teams workflow is managed to deadlines, including those set by the FCA, are met.
 Maintain relationship with Account Executive with regular meetings, to discuss and review book performance, areas of growth and explore opportunities to enhance the client proposition.
 Complete the administration of client’s insurance requirements on a daily basis including collating information in Registers incorporating commentary and cover analysis and accurately complete complex file closures.
 Deliver excellent customer service to all clients in order to be a trusted point of contact for clients
 Maintains a positive relationship with insurers and negotiate effectively
 Provide training, development and mentoring to the Account Handling team
 Technical reference point for Account Handlers, clients and colleagues
 Manage own portfolio of clients renewing clients insurances as required referring to Account Executive where necessary
 Input data onto the OpenGI system in line with the Company’s Open GI guide
 Liaise with insurers and other third parties regarding the administration of client’s insurance needs, including negotiating on behalf of the Account Executive
 Liaise with other departments within the Company to meet the needs of our clients including Claims, Personal Insurance and Accounts
 Provide technical and administrative support to the Directors/Account Executives as required
 Accompany or represent in the Account Executive as required and attend client meetings or surveys and supplier events, representing the Company in a professional manner
 Maintain relevant CPD requirements
 Adhere to all FCA regulations and requirements
 Adhere to all Company policies including Health and Safety, IT Policy etc.
 Carry out any other reasonable request made by a Manager or Director

General Skills and Competencies

 Leadership – Proactively leads the team by setting a positive example and providing clear, concise and considered decision making.
 Focus – Demonstrate high levels of focus with the ability to complete tasks efficiently and effectively

 Communication skills – Able to communicate clearly and effectively to other people with various levels of knowledge across a variety of mediums. Maintain excellent verbal and written communication with clients at all times to maximise service levels.
 High level inter-personal skills – Able to build successful, mutually beneficial business relationships including developing excellent working relationship with Account Executive and Schemes handling team.
 Client Focus – React positively and effectively to our client’s needs providing effective day to day management of the client relationship. Actively seeks feedback from clients in an effort to improve client service
 Team Working – Co-operates as a willing member of the Schemes team, offering assistance and sharing knowledge both within the team and the Company as a whole.
 Delegation – Able to effectively delegate a variety of work to other Account Handlers
 Problem Solving – Using information and resources available to make effective day-to-day decisions, showing perseverance with a problem until an appropriate solution is found. Demonstrate use of initiative by meeting objectives without supervision.
 Response to Change – Able to accept change and adhere to new requirements in a positive manner. Lead by example and support the Account Handlers to incorporate changes particularly regarding system or method of work changes
 Work Planning – Demonstrates the ability to plan and organise effectively in order to meet timescales, communicating with and supporting if necessary, Account Handlers to ensure all team deadlines are met. Successfully manage workload and priorities, assess when additional support may be required and request from Schemes Manager
 Business Awareness – Able to demonstrate an understanding of how your department operates together with the aims and objectives of the Company. Awareness of the Company mission statement, values and Company strategy.
 Values – Demonstrates awareness of the Company strategy and values. Ensuring clients are offered a bespoke and tailored service underpinned by independence, trust, customer commitment, professionalism and innovation
 Compliance – Understand and comply with the regulations and requirements set by the regulatory body e.g. FCA. Demonstrates a thorough awareness of current regulatory issues. Able to apply basic principles of good practice.
 Self – Development – Participation in learning activities and actively seeking to improve knowledge base either through CII study, learning and development courses (both internal and external), or through on-the-job training.
 Job Proficiency – Uses appropriate knowledge and skills effectively – work is accurate, thorough and well-presented. Able to identify essential and desirable content for reports/letters and includes as appropriate.
 I.T Skills – Detailed understanding of standard software packages. Able to explain more complex features of company specific IT system to colleagues.

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