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Account Handler

2 months ago

London, Greater London, United Kingdom High Finance (UK) Limited Full time
About the Role

We are seeking an experienced Account Handler to join our team at High Finance (UK) Limited. As an Account Handler, you will play a crucial role in the pre-renewals and renewals process, working closely with our Head of Broking to present risks to insurers.

Key Responsibilities
  • Compile insurance market presentations to effectively communicate with clients and insurers.
  • Collaborate with the Head of Broking to present risks to insurers, ensuring accurate information processing and record maintenance.
  • Create and maintain records on our CRM system, ensuring seamless data management.
  • Generate quotations and prepare pre-renewal and renewal reports for clients, highlighting key details and recommendations.
  • Assist with template preparation, updating shared Excel spreadsheets and Word documents to ensure consistency and accuracy.
  • Adhere to FCA regulations, ensuring compliance and risk management.
  • Support mid-term adjustments, reviewing policy documents and logging claims inquiries.
  • Stay informed on standard clause changes and endorsements, ensuring our team's knowledge is up-to-date.
Requirements

To be successful in this role, you will need:

  • 6+ years of experience in an Account Handler/Technician role, with a strong focus on risk placement.
  • UK Retail experience in any sector, with a deep understanding of the market and coverage.
  • Strong technical expertise, with the ability to analyze and present complex data.