Junior Account Handler

Job Purpose

Key Responsibilities

• Assist Account Executives to contribute to growth and development of the company
• with allocation of renewal clients
• Provision of quotations as requested by executive
• Renewal procedures to be followed per Group Broking Procedures provided
• Group accounts procedures and queries to be complied with
• Post processing within timescales, Group Broking procedures and to company standards
• Updating Acturis as per client’s policy and risk.
• Intelligent labelling of system entries
• Carrying out due diligence on each case by SDT (Service Delivery Team) prior to renewal. Resolving any adverse info found prior to renewal.
• Preparation and issue of risk registers / pre-renewal agendas/submission/renewal reports for issue to client/insurers
• Documentation checking prior to account executive signing off prior to subsequent issue
• File maintenance – general housekeeping of all records
• Contribution to overall efficient running of PIB
• Open communication and liaison with all other departments within PIB
• Diary / Tasks - accurate use and maintenance
• Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager
• Constant communication on file progress between you and the relevant Executive
• Continual professional development (self-driven) within all relevant aspects of the industry Continued growth and expansion of product knowledge and technical expertise working towards chartered insurance qualifications as required.
• Identify, report and resolve: - Breaches / complaints / E&O and to Respond positively to QA
• Other duties as and when required.
• Making sure any Mid Term Adjustment/LCR/Lapse/cancellation is processed in timely manner.
• Obtaining quotes from the market via presentation.
• Due Diligence to be carried out for the NB Rekey cases allocated.
• New Business Rekey to be done once allocated.
• New Business file to be processed (post-inception), once allocated.