Account Handler

3 weeks ago


City Of London, United Kingdom HFG Insurance Recruitment Full time

New Vacancy - Account Handler (UK Retail)
Lloyd's Broker
City of London

HFG are currently recruiting for an established Lloyd's Broker who are seeking a Account Handler to join their growing team.

My client is looking for someone with 6+ years in an Account Handler/Technician role, this role will be heavily involved in the pre-renewals and renewals and they need someone with strong technical experience on the risk placement side. Someone with UK Retail experience in any sector is a must have for this role as well as someone who knows the market and coverage well.

Key Responsibilities

  • Compiling insurance market presentations
  • Collaborating with the Head of Broking to present risks to insurers
  • Ensuring accurate information processing and record maintenance
  • Creating and maintaining records on the CRM system
  • Generating quotations
  • Preparing pre-renewal and renewal reports for clients
  • Helping with template preparation
  • Updating shared Excel spreadsheets and Word documents
  • Adhering to FCA regulations
  • Assisting with mid-term adjustments
  • Reviewing policy documents
  • Logging and supporting with Claims inquiries
  • Staying informed on standard clause changes and endorsements

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