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Senior Account Handler

  • Salary: £35000 - £40000 per annum
  • Location: London
  • Sector: Commercial Account Handler
  • Job type: Permanent
  • Date posted:
    02 Mar 2021
  • Job reference: 35270

A well established North London Broker is seeking an experienced Senior Account Handler to join their corporate clients team.


This is mainly an office-based role focused on the internal servicing of existing and new commercial client accounts. The Account Handler is responsible for an allocation of the commercial customer accounts and responsible for re-broking renewals. The role involves regular meetings with the broking team and Directors to discuss forthcoming renewals, allocation and strategy.

  • To work within the commercial sales department to provide broking and technical support
  • To produce documents in line with service standards in order to provide a timely, compliant and efficient service to customers
  • To support the firm's goals by demonstrating excellent communication skills and expertise in providing advice and guidance to customers in relevant aspects of risk management and insurance portfolio


Knowledge and Experience:

  • Part to fully qualified ACII or working towards
  • A good understanding of the insurance markets, products and risk management
  • Experience in general insurance


Accountabilities/Responsibilities:

  • Negotiate terms on behalf of customers with Underwriters
  • Compile risk submissions to present to Underwriters
  • Handle new business, renewal and mid-term alteration administration of insurance portfolios of companies paying insurance premiums up to £250,000
  • Issue insurance registers, summarising the scope of insurance cover
  • Identify, seek to mitigate and respond appropriately, to any conflicts of interest which may arise
  • In conjunction with the Account Executive for all key accounts, present reports to existing and potential customers, issue risk presentations and provide advice to customers on how to deal with risks
  • Comply at all times with the requirements of the firm's own procedures, the financial service's and Markets Act 2000 and FCA regulations
  • To be aware of, and to follow at all times, the firm's policy on Treating Customers Fairly
  • To be aware of, and to follow at all times, the firm's standards of ethical behaviour
  • To maintain professional competence by complying at all times with the Training and Competence procedures of the organisation
  • To support the departmental key performance indicators and service level agreements as directed by the Operations Director
  • To undertake all other duties as reasonably required and directed


Required Skills and Competencies:

  • Excellent written and communication skills; particularly report writing
  • Ability to make professional presentations for existing and potential customers
  • Appropriate negotiation skills
  • Ability to identify and match the products available with customer requirements
  • Ability to identify and respond appropriately to an individual customer's level of understanding
  • A responsible attitude towards the handling of information, including the ability to collect, analyse and summarise information
  • Ability to persuade and influence others
  • Ability to handle situations and problems with innovation and creativity

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