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Insurance Account Handler

2 months ago

Bristol, Bristol, United Kingdom Howden Full time
About the Role

We are seeking a highly skilled and motivated Insurance Account Handler to join our team at Howden. As an Insurance Account Handler, you will play a critical role in delivering an excellent and comprehensive service to our customers, ensuring their needs are met through suitable cover and pricing.

Key Responsibilities
  • Work independently to prioritize tasks and achieve personal and team objectives
  • Participate in team meetings to report on business progress and provide relevant management information
  • Handle assigned projects and collaborate with other teams as required
  • Review client documentation to ensure accuracy and completeness
  • Collate and communicate client requirements to ensure effective marketing of the risk
  • Prepare or check market presentations to ensure compliance and quality
  • Liaise with clients and resolve queries in a timely and professional manner
  • Respond to market and third-party queries as necessary
  • Ensure compliance with territory, tax, and legislation requirements
  • Produce high-quality and compliant market documentation
  • Plan and implement solutions to meet client demands and needs
  • Take ownership of data entry, credit control, and chasing subjectivities
  • Liaise with support technicians and IBA as required
  • Maintain accurate and up-to-date records on our company system
  • Work within agreed parameters and adhere to company procedures and compliance requirements
  • Process data promptly and accurately to support client service and internal process execution
  • Maintain client files and produce documentation to meet client, company, and regulatory requirements
  • Ensure due diligence and sanctions checks are conducted in line with company procedures
  • Adhere to company policies and procedures and obtain necessary authorizations
  • Engage in personal development to ensure up-to-date knowledge and understanding of best practice
  • Stay informed of external, industry, legal, and regulatory developments to ensure high-quality practice and outputs
Requirements
  • Understanding of general and legal principles of insurance
  • Knowledge of relevant regulatory and legal frameworks
  • Awareness of the market, including competitors and specific territory knowledge
  • Relevant product knowledge and experience in an account handling or technical role
  • Good understanding of team objectives and how own role contributes to these
  • Specific systems knowledge relevant to the role
  • Good communication and social skills
  • Able to work independently and use initiative
  • Flexible to achieve tight deadlines and targets with good organization skills
  • Analytical and problem-solving skills
  • Attention to detail and willingness to learn
  • Calm and resilient under pressure
  • Able to positively react to change
  • Great teamwork and relationship-building skills
  • Able to train junior members of the team
What We Offer

We offer a career that you define, with opportunities for personal development, volunteering, and fundraising for charity. We support our people in every aspect of their lives, recognizing that separate home and work lives don't really exist. We value diversity and are committed to providing reasonable accommodations to ensure our positions align well with your needs.

We're on a life-long journey to become an ever-more sustainable group, taking care of our people and the world we live in. Our governance processes, company policies, and review systems are geared towards making a positive impact in the world.