Property Owners Account Handler

Job Title – Property Owners Account Handler

Contract – Permanent

Location – City of London

Salary – Circa £40k

 

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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.

 

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SKILLS REQUIRED:

 

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

 

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EXPERIENCE REQUIRED:

 

Preferably previous experience from a broking or insurance company background.

 

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IT SKILLS:

 

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

 

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PURPOSE OF JOB:

 

To provide technical and administrative support to the Property Division.

 

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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.

 

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CONTACT:

London: 0203 4118430

Email: admin@lawesgroup.co.uk