Account Handler - Property & Casualty

Harrison Holgate; London; On-site; GBP 35,000 - 60,000; Full time

Job summary

A leading brokerage firm seeks a Property & Casualty account handler to join their team in London. This role emphasizes client relationship management, compliance, and supporting account executives in various tasks. Candidates must possess a wholesale broking background and experience with Acturis or Class to qualify for this exciting opportunity.

Qualifications

• Experience in wholesale broking essential.
• Skills in managing client relationships and compliance.

Responsibilities

• Support Account Executives and Managers.
• Assist with new business development and client portfolio management.
• Ensure compliance with group and FCA procedures.

Skills

Relationship Management

Client Service

Risk Negotiation

Tools

Acturis

Class

Job description

I am working with large brokers who are seeking a Property & Casualty account handler to join the existing team.

This role will focus on renewals, dealing with slips and processing. You must have a wholesale broking background and experience using Acturis or Class.

Responsibilities include:

1. Supporting the Account Executives in maintaining client relationships
2. Supporting the Account Manager in the development and training of Account Handlers/Trainees
3. Supporting/deputising for the Account Manager to coordinate resources across the team
4. Assisting with new business development and managing the existing portfolio
5. Analyzing client data for presentation to insurers
6. Ensuring compliance with group and FCA procedures and regulations
7. Liaising with agents and preparing MRC with appropriate information
8. Preparing MRC and supporting documentation according to templates and requirements
9. Ensuring accurate completion of Websure data fields
10. Completing internal processes to obtain Evidence of Cover documentation and invoices
11. Undertaking account handling responsibilities and liaising with agents as needed
12. Explaining scope of cover and policy terms to agents
13. Negotiating and liaising with underwriters for risk placement
14. Maintaining high levels of client service and fostering good relationships

Please reach out for full details: [e-mail].

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