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    • Broking

    Ref:42824

    Job Title – Property Owners Account Handler

    Contract – Permanent

    Location – City of London

    Salary – Circa £40k

     


    THE ROLE:

     

    • Account Handler required for a dynamic and progressive Property Division
    • A varied and interesting role providing administrative and technical support to Account Executive’s, Account Manager’s and Property Division Manager. 
    • This is a superb opportunity for a confident, highly motivated individual, who is organised, can multi-task and prioritise their day.

     


    SKILLS REQUIRED:

     

    The successful applicant must have very good communication and IT skills, be a strong team player, enthusiastic and hard working.

     


    EXPERIENCE REQUIRED:

     

    Preferably previous experience from a broking or insurance company background.

     


    IT SKILLS:

     

    Good working knowledge of MS Office products (Outlook, Word, Excel).

     


    PURPOSE OF JOB:

     

    To provide technical and administrative support to the Property Division.

     


    SPECIFIC DUTIES:

     

    • Assist the Department Manager and members of the team with the administrative tasks associated with the day-to-day running of the Division and with the production of reports.
    • Ensure the efficient handling of tasks allocated by the Property Division manager, accurately maintaining computer records as per Company guidelines and confirming all clients’ instructions in writing.
    • Ensure that cover is arranged correctly to comply with the client’s requirements and to disclose all material facts to underwriters when broking.
    • Assist Account Executives, Account Managers and Property Division manager with maintaining clients’ policy portfolios including processing renewals, new business and mid-term adjustments, adhering to the Company’s guidelines. 
    • Achieve Contract Certainty before and after renewal or new business procedure
    • Produce accurate and timely phone/meeting notes.
    • Refer any potential problems to the Property Division Manager at an early stage to obtain guidance.
    • Refer all new business leads to the Department Manager for assessment.
    • Cross-sell the various services of the Group at any relevant opportunity when in discussion with clients and to pass on leads generated to the Property Division Manager.
    • Comply with the operational guidelines and the Company’s complaints handling procedures set out   by the Financial Conduct Authority.

     

    • Give assistance to other team members to when pressure of work dictates.
    • Support the Account Executives, Account Managers, Divisional Manager and Broking Director on client servicing matters and any other duties as may be reasonably agreed with the Manager/Director which are within your capabilities.
    • Produce debit notes for premiums promptly and accurately and effectively chase for payment in accordance with our Terms of Credit. 
    • Liaise with other departments to advise them of any factors which might be of relevance to policies held by them. 
    • Travel:  As necessary the jobholder will be required to travel to other destinations throughout the UK in order to conduct client or new business meetings.

     


    CONTACT:

    London: 0203 4118430

    Email: admin@lawesgroup.co.uk

     

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