Account Servicing Specialist

4 weeks ago


London, Greater London, United Kingdom MW Appointments Full time
Job Description

At MW Appointments, we are seeking a highly motivated and detail-oriented Account Servicing Specialist to join our team in the City of London.

The purpose of this role is to act as an Account Handler in the best interests of the company, servicing accounts in an efficient manner. This involves working closely with clients, brokers, and insurers to ensure that policy renewals and new business quotations are processed in a timely and accurate manner.

Main Responsibilities:

  • Assist in the preparation of submissions and gathering of information for client policies
  • Obtain terms for customers and identify potential alternative quotations
  • Prepare documentation for existing customers in relation to quotations and mid-term endorsements
  • Follow up on new and existing business quotations and lend support to brokers
  • Ensure all customer details are recorded accurately and entered onto the system
  • Under supervision, prepare quotations letters
  • Assist in the RFP process as directed by senior team members
  • Deal with insurer queries in relation to customer policies
  • Assist with customer queries relating to existing policies and liaise with insurers regarding potential changes and new terms

Essential Skills:

  • Education to degree level in Law
  • Ability to quickly grasp and interpret salient information
  • Worked to deadlines and able to anticipate change
  • Good client service focus
  • Able to identify potential risks/issues and seek advice/consultation when required
  • Due diligence and process driven to deadlines
  • Risk aware in customer handling
  • Proactive in customer-care
  • Good communication and interpersonal skills
  • Excellent planning and analytical skills
  • Deals with ambiguity
  • Accuracy and attention to detail
  • Takes initiative when assisting team members

We offer a permanent role with a competitive salary between £26,000 - £28,000 and excellent training and development opportunities. If you are a motivated and detail-oriented individual looking for a challenging role, please apply now.



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