Account Handler

Amwins Global Risks; Cheltenham; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated Account Handler to join their Treaty division in Cheltenham. This role involves overseeing broking support functions and ensuring high standards are met through effective documentation and record-keeping. You'll work closely with brokers and clients, contributing to the development of professional relationships while ensuring compliance with industry regulations. This innovative firm values collaboration and inclusivity, offering opportunities for personal and professional growth. If you are detail-oriented and thrive in a team environment, this position could be your next exciting challenge.

Qualifications

• Good standard of education, especially in numeracy and English.
• CII qualifications and knowledge of a foreign language are desirable.
• Self-motivated with attention to detail and team player.

Responsibilities

• Create documentation including slips, contracts, and policies.
• Maintain accurate records and monitor compliance with procedures.
• Contribute to professional development and identify training needs.

Skills

Attention to detail

Team player

Managing effective relationships

Organising and managing workflow

Clear written and verbal communication

Use of IT systems

Education

Good standard of education

CII qualifications

Knowledge of a foreign language (Spanish)

Tools

Microsoft Office (Excel, Word)

Crystal

Lloyd’s Wording Repository

Total Objects (GXB)

Job description

Job TitleAccount Handler

DivisionTreaty

LocationCheltenham

Websitewww.amwinsglobalrisks.com

Amwins Global Risks

At Amwins Global Risks, we succeed together. We’re not ‘just another London broker’ placing risks and signing contracts. We’re forging relationships that are built to last. With over 780 employeesaround the world and a global footprint across more than 140 countries, we’ve cemented our place as a top 10 contributor to Lloyd’s.

Reinsurance is a relationship-based business, and achieving success means hiring the best talent in the industry. When you join us, we will encourage and support your professional and personal development as we invest in you and your learning to help you succeed and grow.

We believe in a flat organisational structure that prizes expertise and relationships equally. We’ve built a workplace where talent, collaboration and inclusivity are valued, and our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace where everyone who works with us can be themselves.

Introduction

Responsibility for overseeing and managing an effective broking support function to ensure that the highest standards are consistently achieved.

In addition, to perform all roles of a broker support nature for clients. Responsibilities include the preparation of documentation, e.g. slips, contracts, policies, endorsements, placement presentations.

Responsibilities

Create Documentation

• Working with brokers or client enquiry, create slips, contracts, policies, endorsements, and placement presentations as necessary, with appropriate information.
• Use information provided via Crystal to check taxes and regulatory statuses and to prepare policy documentation/MRC contracts.
• Prepare supporting documentation alongside brokers and/or client instructions.
• Create placement presentations for London and overseas markets.
• Identify renewals and prioritise with brokers.
• Verify information provided by clients, in conjunction with brokers, checking for changes to required cover, loss record, updating information and amending renewal presentations accordingly.
• Ensure new clients and markets are onboarded and restricted territories and/markets are agreed with Compliance.

Record keeping

• Monitor the return of slips and/or endorsements.
• Maintain appropriate and accurate records in IT systems at all times.
• General office duties.
• Send files to Cheltenham to enable the issuing of EoC documents to clients.
• Provide other support to Brokers
• Provide day-to-day contact with clients / (re)insurers as required.
• Contribute to the analysis of client data for presentation to (re)insurers.
• Monitor the placement to ensure requirements of division, Compliance, company and FCA procedures are followed.

Development of self

• Contribute to Professional Development Plan (PDP) and identify training needs.
• Undertake appropriate learning and Continuous Professional Development (CPD) as required for current / future job roles.
• Maintain awareness of current market practice and initiatives.

General

• Undertake any other responsibilities which may become necessary for the proper performance of the role.

Knowledge/Skills/Qualifications

Education

• Good standard of education, especially numeracy and English.
• CII qualifications such as Certificate is desirable.
• Some knowledge of a foreign language is desirable, especially Spanish.

Experience / key personal traits

• Self- motivated.
• Attention to detail.
• Team player.

Knowledge

• General knowledge of Treaty reinsurance, particularly P&C.
• IT systems including Microsoft Office (predominantly Excel and Word), plus Crystal, Lloyd’s Wording Repository. Total Objects (GXB) would be an advantage.
• FCA rules which apply to General (Re)Insurance, training is provided.
• Current market practice

Skills

• Managing effective and constructive working relationships.
• Organising and managing workflow.
• Keeping accurate and up-to-date records.
• Use of IT systems.
• Clear written and verbal communication.
• Taking initiative to maintain and build stakeholder relationships.
• Working with figures.