Account Handler

14 hours ago


London, Greater London, United Kingdom Harrison Holgate Full time
Account Handler Role at Harrison Holgate

We are seeking a skilled Property & Casualty account handler to join our team at Harrison Holgate. As an account handler, you will be responsible for managing client relationships, supporting account managers, and contributing to the development of new business and existing portfolios.

Key Responsibilities:
  • Support account executives in maintaining client relationships and develop training needs for account handlers/trainees.
  • Assist in the development of new business and existing portfolios, including analysis of client data for presentation to insurers.
  • Ensure compliance with Group and FCA procedures, regulations, and requirements.
  • Liaise with agents and prepare/populate MRC with appropriate information.
  • Prepare MRC and supporting documentation in accordance with templates and MRC requirements.
  • Ensure accurate completion of Websure data fields and complete internal processes to obtain Evidence of Cover documentation for signature and invoices.
  • Negotiate and liaise with underwriters in placing risks as required.
  • Maintain a high level of client service and foster/maintain good relationships.

Please note that this role requires experience from a wholesale broking background and proficiency in using Acturis or Class.


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