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Account Handler - Motor Trade

  • Salary: £25000 - £35000 per annum
  • Location: City of London, London
  • Sector: Commercial Account Handler
  • Job type: Permanent
  • Date posted:
    20 Oct 2017
  • Job reference: 29717

An excellent opportunity to join a well respected Lloyd's Broker.

Working as an Account Handler you will be responsible for all aspects of new business, MTA's and renewals for a portfolio of motor trade clients. Duties include:

  • Making up of presentations (including obtaining additional information from agent where needed)
  • Request relevant additional information required by Underwriters from agents to enable them to consider requests further and vice versa
  • Issuing of cover notes as necessary
  • Scanning of marketing results on to Total Objects
  • Ensure adequate contact is kept with sub-agent and Underwriters during any of the processes to finalise matters
  • To promptly convey instructions and premium to Underwriters
  • Issue other relevant Total Objects integrated documents to accompany cover debit note
  • Update MI/statistics using Total Objects as necessary
  • Advise Brokers of acceptance/refusal of cover and provide written confirmation of terms as necessary
  • Ensure replies received from Underwriters where necessary and that agent informed accordingly
  • Promptly respond to all emails received
  • Liaising with agent and Underwriters in order to resolve issues
  • Ensure that paper files are correct and in order prior to filing
  • Filing of paper files
  • Check and issue policy documents including certificates to agents
  • Regularly (fortnightly) run reporting list to identify any outstanding policy documents
  • Close documentation i.e. proposal forms to Underwriters
  • Processing of finance agreements (includes on-line renewal of existing premium credit finance agreements)
  • Assist with accurate updating of files and issue of slips as required
  • Maintain own diary system in line with divisional/group best practices
  • Investigate and resolve accounts queries as requested
  • Obtain updated claims experiences from previous Insurer
  • Process new business and renewals using Underwriters computer system where necessary
  • Underwrite under in-house facilities within parameters of Insurer underwriting guide and as directed by Scheme Underwriter
  • Populate Underwriter survey forms and monitor to ensure that surveys are undertaken

Applications are invited from individuals with experience of motor trade account handling gained whilst working for a Broker. Excellent communication skills are also essential.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: