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Account Handler

2 months ago

Bristol, Bristol, United Kingdom MACTALENT LTD Full time
Job Title: Account Handler

At MACTALENT LTD, we are seeking a highly skilled and motivated Account Handler to join our team. As an Account Handler, you will play a critical role in delivering an exceptional service to our clients, ensuring their needs are met through suitable cover and pricing.

Key Responsibilities:
  • Work Prioritization: Prioritize your work activities to ensure personal and team objectives are achieved with minimal mentorship.
  • Team Collaboration: Participate in team meetings, reporting on business progress within your area of expertise.
  • Project Management: Handle assigned projects and supply support to other projects as required.
  • Information Provision: Provide relevant management information to senior managers.
  • Client Documentation: Review client documentation to ensure information presented is comprehensive and accurate to support the quoting process.
  • Client Communication: Collate and communicate client requirements to ensure appropriate marketing of the risk.
  • Market Presentations: Prepare or check market presentations.
  • Client Queries: Liaise with clients and resolve client queries.
  • Market and Third-Party Queries: Respond to market and third-party queries as appropriate.
  • Legislative Compliance: Be aware of and satisfy territory, tax, and legislation requirements.
  • Documentation and Authorizations: Produce high-quality and compliant market documentation, ensuring appropriate authorizations are secured.
  • Client Solutions: Plan the most appropriate solution for the client's demands and needs.
  • Data Entry and Credit Control: Take ownership of data entry, credit control, and chasing subjectivities where required.
  • Support and Liaison: Liaise with support technicians and IBA as required.
  • Record Maintenance: Ensure up-to-date records are maintained at all times on the Company system.
  • System Utilization: Work within agreed parameters and use relevant systems to ensure documentation and communications adhere to company procedure and compliance requirements.
  • Data Processing: Process data promptly and accurately on relevant systems to support and improve high levels of client service and internal process execution.
  • Client Files and Documentation: Maintain appropriate client files and oversee the prompt and accurate production of documentation to best meet client, company, and regulatory requirements.
  • Due Diligence and Sanctions: Ensure appropriate due diligence and sanctions checks are conducted in line with company procedures.
  • Company Policies and Procedures: Adhere to company policies and procedures and obtain necessary authorizations at appropriate points in the process.
  • Personal Development: Actively undertake personal development to ensure up-to-date knowledge and understanding of best practice.
  • Industry and Regulatory Awareness: Remain aware of external, industry, legal, and regulatory developments to ensure practice and outputs are of a sufficiently high standard.
Requirements:
  • Insurance Knowledge: Understand general and legal principles of insurance.
  • Regulatory and Legal Frameworks: Understand the relevant regulatory and legal frameworks.
  • Market Knowledge: Knowledge of the market, including an awareness of competitors, specific territory knowledge, and cultural awareness.
  • Product Knowledge: Relevant product(s) knowledge is required.
  • Experience: Relevant experience in an account handling or technical role is desirable.
  • Team Objectives: Good understanding of team objectives and how own role contributes to these.
  • Systems Knowledge: Specific systems knowledge relevant to the role.
  • Communication and Social Skills: Good communication and social skills.
  • Independence and Initiative: Able to work independently and use initiative.
  • Organization and Time Management: Flexibly to achieve tight deadlines/targets with good organization skills.
  • Problem-Solving and Analytical Skills: Analytical and able to solve problems.
  • Attention to Detail and Willingness to Learn: An attention to detail and willingness to learn.
  • Calm and Resilient Under Pressure: Calm and resilient under pressure.
  • Positive Reaction to Change: Able to positively react to change.
  • Teamwork and Relationship Building: Is a great teammate, networks, and able to build balanced relationships.
  • Training and Development: Able to train junior members of the team on specific system/process tasks.
Qualifications:
  • GCSE Maths and English: GCSE Maths and English (or equivalent).
  • A Levels: A levels (desirable).
  • LLMIT: Attainment of the LLMIT (the Lloyd's and London Market Introductory Test), where relevant to the role.
  • ACII: Working towards or has attained ACII (although this is not critical).