Account Handler

5 months ago


Bristol, United Kingdom Howden Group Holdings Full time

From day one, our mission has been to create an independent business with a unique culture - one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success.

People come to Howden Group Holdings for lots of different reasons, but they stay for the same one: our culture. That’s what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities - work/life balance, career progression, sustainability, volunteering - you’ll find like-minded people driving change at Howden Group.

ROLE PROFILE:
Broker/Account Handler

ROLE PURPOSE:
Supports colleagues, and works with specifically assigned clients, to place risks with insurers. Negotiates effective terms to ensure client needs are best met in relation to pricing and cover.

KEY ACCOUNTABILITIES:
Planning/Reporting:

- Provides input to team meetings to ensure appropriate information is considered, observations from the market are shared and client issues resolved
- Plans work activities to achieve Team objectives
- Meets agreed targets
- Manages assigned projects and contributes to other projects as required
- Provides relevant management information to the management team

Technical:

- Reviews submissions in conjunction with the account handlers/executives where applicable, to ensure that information presented to the market is comprehensive and accurate
- Plans the most appropriate solution for the client’s demands and needs.
- Devises placing strategies and identifies effective product layering
- Negotiates with underwriters to place insurance that balances quality, coverage and price
- Reviews wordings and gathers appropriate market intelligence to ensure the company’s product offering is up to date and relevant to current/respective market conditions/requirements
- Develops strong relationships with markets
- Provides broking guidance and support for more junior members of the Team
- Responds to market and third party queries as appropriate
- Ensures up to date records are maintained at all times on the Company’s/Group’s systems

Policy, Process and Procedures:

- Works within agreed parameters and uses relevant systems to ensure documentation /communications adhere to company procedure / compliance requirements
- Maintains appropriate client files
- Follows agreed processes and obtains appropriate approvals to ensure compliance with company policy and regulatory requirements

Environment, Customer Focus and Relationships:

- Actively manages relationships with external and internal stakeholders
- Develops and maintains appropriate underwriter relationships
- Maintains an appropriate group of preferred markets in each area of activity
- Develops awareness of industry developments to ensure practices, product offerings and outputs are of a sufficiently high standard compared to peers
- Responds to the clients'(both internal and external) requirements as appropriate
- Behaves with all clients (both internal and external) fairly and ethically
- Shares information that could be beneficial to the Operating Entity/Group

Personal Development:

- 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

Regulatory and Compliance:
The Board of each Operating Entity requires the highest standards of corporate governance, operational excellence and financial reporting throughout the Group from all its employees. Specific responsibilities are listed below.
- Complies with all applicable, legal, fiscal and regulatory obligations in the form of policies and procedures
- Ensures correct authorisation is obtained and processes followed when required by the Operating Entity and/or Group
- Ensures performance, HR and T&C records are up to date and meet the Operating Entity and/or Group’s requirements
- Maintains accurate records and deals with correspondence appropriately
- Operates in an honest, professional and ethical manner
- Strictly adheres to the Group Employee Code of Conduct
- Completes all relevant regulatory training

PERSON SPECIFICATION

Knowledge/Experience
- Experience of working in a similar or related role
- Excellent knowledge of the insurance market
- Excellent relationships with relevant underwriters
- Specific product knowledge
- Highly regarded by peers and market contacts
- Good understanding of relevant regulatory and legal frameworks
- Good understanding of the company’s strategic goals and how broker activity contributes to these

Skills/Behaviours
- Customer focused approach
- Highly numerate and literate
- Excellent communication and interpersonal skills
- Able to work independently and use initiative
- Able to work flexibly to a


  • Account Handler

    5 months ago


    Bristol, United Kingdom Employment Specialists Ltd Full time

    A well respected and growing Insurance Broker is looking for another Account Handler to join its busy Healthcare & Protection team. **This is a role that can be performed working from home on a hybrid basis including working from their office.** Working closely with the Director you will provide support to assist their Commercial and Corporate Clients with...

  • Account Handler

    4 months ago


    Bristol, United Kingdom Hugh J Boswell Full time

    **Insurance Account Handler - Bristol - ARD975329** Do you have experience working in the Insurance industry? Looking for that next great move in your career? Then we have an exciting new opportunity for you as an Insurance Account Handler within our friendly team based in Bristol. Joining us as an Insurance Account Handler means you'll have the benefit of...


  • Bristol, United Kingdom Resolve Recruitment Services Full time

    Resolve Recruitment are delighted to be working with one of the Essex's most successful independent insurance brokerages. Due to continued growth, they are currently looking to employ a new Commercial Account Handler. This has the potential to be a Commercial Account Executive position and, if you have an aptitude for sales and would like to build a book of...


  • Bristol, United Kingdom Heat Recruitment Ltd Full time

    A highly respected commercial insurance brokers who have grown to become one of the leading and most respected brokers in the UK are now looking to add a Commercial Account Handler to their Bristol team.Focused on professional conduct, attention to detail, honesty, integrity and customer service.This is a client who offer a generous package, Hybrid working...


  • Bristol, United Kingdom CV-Library Full time

    A highly respected commercial insurance brokers who have grown to become one of the leading and most respected brokers in the UK are now looking to add a Commercial Account Handler to their Bristol team. Focused on professional conduct, attention to detail, honesty, integrity and customer service. This is a client who offer a generous package, Hybrid...


  • Bristol, United Kingdom Cavendish House Recruitment Full time

    A highly regarded national broker are currently looking to add a Commercial Account Handler to their established team in Bristol. They seek a driven and motivated professional with previous commercial insurance experience to support the needs of a diverse and interesting group of public sector / government clients.The Account Handler will provide support to...


  • Bristol, United Kingdom Resolve Recruitment Services Full time

    Resolve Recruitment are delighted to be working with one of the UK’s most successful insurance brokers. Due to continued growth, they are currently interested in speaking with ambitious and driven Commercial Account Handlers (with at least 2 years commercial insurance experience ideally) who are keen to progress their career. As a Commercial Account...


  • Bristol, United Kingdom Employment Specialists Ltd Full time

    Employment Specialists are pleased to be working alongside a well-respected name within the Insurance Industry and are looking to recruit an additional Senior Commercial Account Handler for their growing Corporate team. This position ideally requires experience of working as a Commercial Account Handler on a wide range of Commercial Insurance risks, ideally...


  • Bristol, United Kingdom Cavendish Maine Recruitment Full time

    A highly regarded national broker are currently looking to add a Commercial Account Handler to their established team in Bristol. They seek a driven and motivated professional with previous commercial insurance experience to support the needs of a diverse and interesting group of public sector / government clients. The Account Handler will provide support...

  • Account Handler

    4 weeks ago


    Bristol, Bristol, United Kingdom Howden Full time

    Job Title: Account HandlerWe are seeking a highly skilled and motivated Account Handler to join our team at Howden. As an Account Handler, you will be responsible for delivering an excellent and comprehensive service in the administration of new business, renewal, and mid-term changes to ensure our customers' needs are best satisfied through suitable cover...

  • Account Handler

    4 weeks ago


    Bristol, Bristol, United Kingdom Howden Full time

    Job Title: Account HandlerWe are seeking a highly skilled and motivated Account Handler to join our team at Howden. As an Account Handler, you will be responsible for delivering an excellent and comprehensive service in the administration of new business, renewal, and mid-term changes to ensure our customers' needs are best satisfied through suitable cover...


  • Bristol, United Kingdom Insure Recruitment Full time

    Our award-winning recruitment agency is currently collaborating with a truly independent chartered broker that has been one of the best in the business for over 40 years!   We are looking for 2 Commercial Insurance Account Handlers/Trainee Account Handlers, ideally, you will have 2-4 years of solid commercial insurance experience or a proven track record...


  • Bristol, Bristol, United Kingdom STRIDE RESOURCE MANAGEMENT LTD Full time

    Role Profile: Commercial Insurance Account HandlerAn exciting opportunity to work for a leading Insurance Broking Group based in Bristol, managing and servicing Commercial & Mid Corporate insurance accounts.As a Commercial Insurance Account Handler, you will play a vital role in building and maintaining relationships with clients, providing a first-class...


  • Bristol, Bristol, United Kingdom STRIDE RESOURCE MANAGEMENT LTD Full time

    Role Profile: Commercial Insurance Account HandlerAn exciting opportunity to work for a leading Insurance Broking Group based in Bristol, managing and servicing Commercial & Mid Corporate insurance accounts.As a Commercial Insurance Account Handler, you will play a vital role in building and maintaining relationships with clients, providing a first-class...


  • Bristol, Bristol, United Kingdom Insure Recruitment Full time

    Job Title: Commercial Insurance Account HandlerWe are seeking a highly skilled Commercial Insurance Account Handler to join our team at Insure Recruitment. As a key member of our team, you will be responsible for delivering exceptional client service, managing client relationships, and driving business growth.Key Responsibilities:Conduct thorough fact-finds...


  • Bristol, Bristol, United Kingdom Insure Recruitment Full time

    Job Title: Commercial Insurance Account HandlerWe are seeking a highly skilled Commercial Insurance Account Handler to join our team at Insure Recruitment. As a key member of our team, you will be responsible for delivering exceptional client service, managing client relationships, and driving business growth.Key Responsibilities:Conduct thorough fact-finds...

  • Account Handler

    4 months ago


    Bristol, United Kingdom Jensten Group Full time

    **The role** We’re now looking for a motivated & driven Account Handler (Commercial), to join us here at the Jensten Group. Reporting to the Account Director and with a focus on financial lines and construction lead business, you will enable us to deliver exceptional service to existing clients whilst enabling the team win new accounts. - Assisting the...

  • Account Handler

    4 weeks ago


    Bristol, Bristol, United Kingdom MACTALENT LTD Full time

    Job Title: Account HandlerAt MACTALENT LTD, we are seeking a highly skilled and motivated Account Handler to join our team. As an Account Handler, you will play a crucial role in delivering an exceptional and comprehensive service to our clients, ensuring their needs are met through suitable cover and pricing.Key Responsibilities:Work Prioritization:...

  • Account Handler

    4 weeks ago


    Bristol, Bristol, United Kingdom MACTALENT LTD Full time

    Job Title: Account HandlerAt MACTALENT LTD, we are seeking a highly skilled and motivated Account Handler to join our team. As an Account Handler, you will play a crucial role in delivering an exceptional and comprehensive service to our clients, ensuring their needs are met through suitable cover and pricing.Key Responsibilities:Work Prioritization:...


  • Bristol, Bristol, United Kingdom Reed Full time

    Exciting Opportunity at ReedWe are seeking a highly motivated and customer-focused Personal Lines Account Handler to join our team at Reed. As a Personal Lines Account Handler, you will play a key role in delivering exceptional customer service and building strong relationships with our clients.Key Responsibilities:Conduct thorough fact-finds to understand...