Overview
Position Title: Senior Account Handler
Reports to: Managing Director, Construction
Location: London
Summary of Position
Account Handler within the Construction team to co-ordinate all risk placements from cradle to grave and support the Directors of the business unit in respect of serving existing and new business relationships.
Key Responsibilities & Accountabilities
- Coordinates placement of risks, including production of documentation to assist placement & maintenance throughout the risk life cycle (underwriting submissions, market reform contracts, wordings, endorsements)
- Plays a highly active role/relationship with clients via email, telephone & face-to-face, dealing with Client, Underwriter & Market Representative queries
- Ensures that accounts are serviced efficiently and professionally – Workbench entries, due diligence checks, creates MRC slips, policy wordings and Underwriter submissions; deals with slip endorsements;
- Monitors & maintains workflow, budgetary records, debit notes & policy wordings; operates a paperless filing system & strives to streamline processes
- Production and monitoring of renewal reports.
- Monitoring credit control report (liaising with brokers, markets, and internal terms to ensure reports are kept up-to date)
- Ensures excellent service and compliance using meticulous checking and organisation; processes annual compliance on Atlas
- Maintains up-to-date working knowledge of regulatory requirements (Contract Certainty, LMBS)
- Enable and encourage interaction and collaboration within the team and other divisional units.
- Adhere to company and regulatory policies& procedures together with mandatory training requirements
- Adhere to financial reporting requirements including monthly phasing of income
Functional & Behavioural Competencies required
- Attention to detail to plan meticulously.
- Evidence of good persuasive and influencing skills.
- Client facing and customer focused with excellent interpersonal and written communication skills.
- Excellent IT & organisational skills.
- Ability to perform effectively to tight deadlines with good personal organisation and time management skills.
- Anticipates problems in advance and makes contingencies.
- Proactive, always looking for ways of delivering a better or more efficient service.
- Communicates clearly; effectively contributes to the team and interacts with others
- Personally demonstrate the five BMS values and ensure that team members are aligned with these:
- Accountable
- Entrepreneurial
- Collaborative
- Empowering
- Disciplined