Account Handler

8 months ago

Edinburgh, United Kingdom Marsh & McLennan Companies Full time

**Account Handler
- Private Clients - Worcester / London / Leeds / Letchworth / Glasgow / Edinburgh / Perth**

**The company: Marsh Commercial**

We are Marsh Commercial, a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.

**The role: Account Handler - Private Clients**

We have a fantastic opportunity for an Account Handler - (Private Clients / High Net Worth). The successful applicant will support a busy team of Client Executives with all aspects of the office-based servicing, handling and broking of a range of High Net Worth clients.

You will have the opportunity to be based in one of the following office locations**:Worcester / London / Leeds / Letchworth / Glasgow / Edinburgh / Perth**

**What can you expect?**
- You will work remotely and from an office with a team of Client Managers dedicated to client satisfaction.
- You will get in-depth on the job training and learn about insurance, insurance broking as well as building relationships within the business and outside with our partners.
- A platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment
- To build and maintain an excellent rapport with our clients, providers and colleagues across the Group

**What you will be rewarded with?**
- Competitive Benefits Package including: 27 days annual leave, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.
- Generous Family Leave including: 6 months paid maternity leave, 4 months paid paternity leave, 6 months paid adoption leave plus shared parental leave options. To help ease the transition when you return to work you will be able to work 8 weeks at 80% of your normal work pattern and receive 100% of your normal salary.
- You will get in-depth on the job training and learn about insurance, insurance broking as well as building relationships within the business and outside with our partners.

**We will rely on you to**:

- To handle both new and existing customer enquiries on behalf of the Account Executives.
- To deal with administrative processes involved in new business, mid-term adjustments and renewals.
- Ensure all requests from clients are dealt with promptly, correctly, and efficiently within Marsh Commercial’s regulatory guidelines for compliance.
- Building relationships with our panel of insurers to ensure the client receive the best terms and price for their policy.
- To gather all relevant information & documentation from the clients on their policy, levels of cover and pertinent exclusions in relation to the renewal queries being presented.
- To ensure the production of required documentation and the processing of renewal policies.
- To ensure a pronounced emphasis is on the retention of existing customers and growing each portfolio through developing excellent client relationships, this includes obtaining referrals and cross-selling.

**What you need to have**:

- Demonstrable experience as an Account Handler.
- Experience servicing High Net worth Clients is advantageous however Personal Lines or Commercial will be considered.
- Comfortable working under pressure whilst keeping a sharp eye on technical insurance details.
- Effective communication skills, both oral and written.
- Ability to priorities and organise own workload.
- Ideally CII qualified but not mandatory.

**What makes you stand out**:

- Private Clients/High Net Worth experience
- Strong numerical skills
- Strong Excel skills

**How to Apply**:
**About us**
- We are Marsh Commercial, a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions._
- We help clients succeed by defining, designing, and delivering innovative industry-specific solutions that help them effectively manage risk. Our deep knowledge of both the industry sectors and communities we serve, combined with the time we take to fully understand and meet a client’s needs, is what sets us apart._
- We're also part of Marsh and McLennan Companies (MMC) - a global network of experts in risk, strategy and people. For over 140 years, Marsh & McLennan Companies (MMC) has supported enterprise, helping clients realise, survive and grow in changing times._
- We leverage the scale, expertise and access to the broad range of products and services provided by the wider Marsh & McLennan Companies for the benefit of our clients - whilst retaining the flair, flexibility and personal service that our clients have come to expect._
- Marsh & McLennan Companies and its affiliates aim to attract and retain the best people regardless of their gender expression or identity, marital

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