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Date Added: Fri 13/09/2024

Account Handler - PI / Professional Indemnity

Bristol, UK
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Company: MACTALENT LTD

Job Type: Permanent, FullTime

Salary: £37,000 - £42,000 per annum

The Role

Supports the Team to deliver an excellent and comprehensive service in the administration of new business, renewal and mid-term changes so that customers’ needs are best satisfied through suitable cover and pricing.

Key Responsibilities

  • Works with minimal mentorship to prioritise own work activities to ensure that personal and Team objectives are achieved

  • Participates in team meetings as required, reporting on business progress within their area of expertise

  • Handles assigned projects and supplies to other project as required

  • Provides relevant management information to senior managers

  • Reviews client documentation to ensure that information presented is sufficiently comprehensive/accurate to support the quoting process

  • Collates and communicates client requirements to ensure appropriate marketing of the risk

  • Prepares or checks market presentations

  • Liaises with clients and ensures client queries are resolved

  • Responds to market and third party queries as appropriate

  • Is aware of, and satisfies, territory, tax and legislation requirements

  • Produces high quality and compliant market documentation ensuring appropriate authorisations are secured

  • Plans the most appropriate solution for the client’s demands and needs

  • Takes ownership for data entry, credit control and chasing subjectivities where required

  • Liaises with support technicians and IBA as required

  • Ensures up to date records are maintained at all times on the Company system

  • Works within agreed parameters and uses relevant systems to ensure documentation/communications adhere to company procedure/compliance requirements and provide an adequate audit trail

  • Processes data promptly and accurately on relevant systems in order to support and improve high levels of client service/internal process execution and to facilitate informed analysis

  • Maintains appropriate client files, and oversees the prompt and accurate production of documentation to best meet client, company and regulatory requirements

  • Ensures appropriate due diligence/sanctions checks are conducted in line with company procedures

  • Adheres to company policies and procedures and obtains necessary authorisations at appropriate points in the process

  • Actively undertakes personal development to ensure up to date knowledge and understanding of best practice

  • Remains aware of external, industry, legal and regulatory developments etc. to ensure practice and outputs are of a sufficiently high standard

  • Keeps informed of all legal and regulatory developments relevant to the Operating Entity/Group

Skills & Attributes:

  • Understands general and legal principles of insurance

  • Understands the relevant regulatory and legal frameworks

  • Knowledge of the market including an awareness of competitors, specific territory knowledge, cultural awareness

  • Relevant product(s) knowledge is required

  • Relevant experience in an account handling or technical role is desirable

  • Good understanding of Team objectives and how own role contributes to these

  • Specific systems knowledge relevant to role

  • Good communication and social skills

  • Able to work independently and use initiative

  • Fexibly to achieve tight deadlines/targets with good organisation skills

  • Analytical and able to solve problems

  • An attention to detail and willingness to learn

  • Calm and resilient under pressure

  • Able to positively react to change

  • Is a great teammate, networks and able to build balanced relationships

  • Able to build sustainable working relationships

  • Able to train junior members of the team on specific system/process tasks

Qualifications

  • GCSE Maths and English (or equivalent)

  • A levels (desirable)

  • Attainment of the LLMIT (the Lloyd's and London Market Introductory Test), where relevant to the role

  • Working towards or has attained ACII (although this is not critical)

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