Corporate Account Handler

Job title: Corporate Account Handler

Salary: £55,000

Location: Hertfordshire

Purpose of role:

To comprehensively assist the Corporate Division Management Team, Business Development Executives, Account Executives, and Account Handlers in the essential functions of managing accounts and facilitating the brokering process for both existing and prospective business with insurers.

Key responsibilities:

• To contribute to the achievement of Divisional forecasts, plans, programs, and budgets within the corporate team.
• Maintain consistent and meaningful communication with existing customers, ensuring their insurance needs align with established service levels.
• Adhere strictly to Divisional processes and procedures, including TAM (and others).
• Collaborate closely with Account Executives and fellow Account Handlers to guarantee a high level of customer satisfaction.
• Ensure clarity, completeness, and up-to-date status of files, notes, and records for seamless information access during periods of absence, upholding elevated client service and documentation accuracy.
• Promote and uphold a professional and competent image to enhance overall customer satisfaction.
• Collaborate with team members to ensure the smooth operation of the office and accomplish housekeeping tasks efficiently.
• Actively engage in the firm’s Performance Appraisal system, setting annual business and personal development goals and participating in quarterly reviews.
• Take a proactive stance in personal development initiatives.
• Adhere consistently to the FCA Principles for Business, complying with both FCA and internal procedures to uphold the company’s responsibilities in this domain.
• Understand and adhere to the firm’s Treating Customers Fairly Policy, setting an example for junior staff members.
• Support the wider Division and Broking team in maintaining a presence in the London Market and assisting with placements via Lloyds.

Experience:

• Minimum of 3 years’ requisite experience.
• Proficiency in the principles, practices, and legal aspects of major classes of General Insurance.
• In-depth knowledge spanning various Insurance products, including but not limited to Commercial Combined, Fleet, Property Owners, Cyber, D&O, Employers, and Public liability.
• Familiarity with the UK General Insurance market concerning all General insurances. Understanding of FCA requirements pertaining to Commercial customers outlined in ICOB. Adherence to the Company’s Procedures Manual and Complaints Procedure.
• Competence in operating the Company’s IT system, encompassing procedures, authority limits, and audit trails.
• Proficiency in report writing, broking presentations, and the preparation of insurance registers.
• Familiarity with the Law of Agency and the Data Protection Act.
• Awareness of the requirements of money laundering legislation.
• Knowledge of Rehabilitation of Offenders, Disability Discrimination, and Race Relations Acts. Understanding the general functions of all other areas within the Company and their relationship to this role.
• Technical expertise in Insurance knowledge.

Essential:

• Educated to good standard.
• Computer and keyboard skills including Microsoft Office including Excel & Word.
• Ability to organising self and own work.
• Questioning and evaluation of client needs.
• Ability to build relationships – internal & external.
• Communication skills: telephone, verbal & written.
• Selling and cross selling.
• Rapport building with clients and underwriters.

Benefits:

• Hybrid Working – working from home opportunities on a weekly basis.
• Professional development – we are passionate about this and provide opportunities for you to develop and study for relevant, roles specific training and/or professional qualifications.
• Perkbox – an employee perks and benefits scheme offering over a hundred perks and discounts in cinema’s, shops, gyms, and restaurants and more.
• Holiday Purchase and Exchange Scheme – purchase or exchange your holiday allowance towards a benefit of your choice.
• Recruitment Referral Scheme – up to £3,000 bonus for every successful candidate via staff recommendation for permanent roles.
• Interest Free Season Ticket Travel Loans Exchange Scheme – help save with travel costs.
• Life Assurance.
• Employer pension contribution 5%.
• Employee Assistance Program – 24/7 access to trained advisors on an array of subjects, including legal help as well as private counselling sessions with professional counsellors outside of the workplace, through our Wellbeing Partner.
• Enhanced Maternity and Paternity leave.
• An extra day’s holiday for birthdays.
• Development hour – 1 hour per week will be given for personal development.        

If you have the relevant experience or know someone that does please contact us now on

01992 445 710 or email us at hertfordshire@lawesgroup.co.uk