Job Description
We are seeking an experienced Senior Client Account Handler to join our team. In this role, you will be responsible for managing client/prospect relationships and growing your portfolio/existing accounts.
The ideal candidate will have prior experience in an Account Handler/Advisor role in a brokerage/insurance environment. They will also have extensive knowledge and understanding of Professional Indemnity, Cyber & Management Liability market products.
About the Role
* Manage client/prospect relationships and grow your portfolio/existing accounts, providing the most appropriate Professional services Insurance advice & Risk management solutions.
* Negotiate with insurers to obtain best in class coverage & terms for clients that accurately and effectively match client requirements.
* Handle own workload to successfully service the client relationship and ensure placements are completed within proper timeframes.
* Ensure client information is kept up to date.
* Build strong working relationships, collaborating with other teams, always treating others in a fair and respectful way.
* Manage renewals lists within required timelines, adhering to agreed policies and procedures.
* Obtain renewal information from clients for review and re-broking.
* Prepare submissions to markets as required.
* Prepare and issue client renewal terms, and all supporting policy documents, debiting premium.
* Validate insurer's policy documentation for accuracy and timely issue of all policy documentation in hard and soft copy formats.
* Ensure full disclosure of issues as they arise in line with compliance and legislative requirements, adhering to the relevant codes.
* Take personal responsibility for delivering the highest level of client service to maximise client retention.
* Provide advice to customers on implications of policy wordings e.g., policy conditions and exclusions.
About You
* Prior experience in an Account Handler/Advisor role in a brokerage/insurance environment.
* Minimum Mandatory Certification: Certified Insurance Practitioner (CIP), working towards your MDI qualification.
* Extensive knowledge and understanding of Professional Indemnity, Cyber & Management Liability market products.