Account Handler Job Description
Account handler
provides knowledge to Client Advocates or Producers about markets and products as they relate to classes of business.
Account Handler Duties & Responsibilities
To write an effective account handler job description, begin by listing detailed duties, responsibilities and expectations. We have included account handler job description templates that you can modify and use.
Sample responsibilities for this position include:
Provision of support to Account Executives, Producers, and other client service team members in the overall servicing of the client’s reinsurance programme
Proactively support a portfolio of high-profile, large and complex Energy global Wholesale and Retail clients, focusing on both retention and growth through a commitment to client service excellence
Take responsibility for supporting the co-ordination of Placement for each client
Maintain Client liaison in accordance to clients’ requirements
Provision of the day to day servicing of a client’s reinsurance programme to support retention and development of the business
Check policy documentation for accuracy prior to issue to the client
To grow the company's commercial business in line with business targets and budgets
A clear analysis of the existing market
Identify new business opportunities & target business development plans identified by the business sector
Provide excellent customer service which meets customers' needs
Account Handler Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Account Handler
Typically a job would require a certain level of education.
Employers hiring for the account handler job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Technical, Finance, Technology, Ethics, Drafting, Law, Legal, Engineering, Accounting, Pharmacy
Skills for Account Handler
Desired skills for account handler include:
Global reinsurance markets
Acturis broking and claim system
Relevant business area and related products
Manchester market
Account development and appropriate tools to achieve this aim
Insurance industry
Cultural awareness
Acturis system is desirable
Aerospace insurance markets and products but not essential as training will be provided
Client
Desired experience for account handler includes:
Grow and develop the existing portfolio of clients
Accounts entry
Electronic filing
Claims liaison
Manage a large commercial book of business dealing with all customer queries in relation to renewals, mid term adjustments and claims
Maintain and develop existing relationships with commercial customers and handle any issues professionally
Account Handler Examples
1
Account Handler Job Description
Job Description Example
Our growing company is looking for an account handler. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for account handler
- Have excellent attention to detail and the ability to work alone and within a team
- Promote, build and maintain relationships with Brokers, Clients and Market contacts
- Support for the offshore team with query handling
- Produce MI reports where required and analyse and summarise data into meaningful reports for managers/PC’s
- Predominantly support the Account Executive for mainly UK construction accounts and some international projects
- Drafting of bespoke casualty wordings , package and standard policies, certificates and endorsements using applicable computer systems
- Provide assistance to broking teams with drafting of slips/endorsements when required
- Establishment of slip and wording templates for use
- Maintenance of wording database for all classes of business
- Obtain agreement of wordings with Underwriters
Qualifications for account handler
- Managing an existing book of business while seeking opportunities to grow and develop this
- Ensure prompt invoicing, checking and issue of policy documents, cover advices, endorsements and summaries
- Issuing renewal policies
- Assisting in marketing new business prospects
- Accuracy / quality of execution
- Time management / sense of organisation
2
Account Handler Job Description
Job Description Example
Our company is looking for an account handler. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account handler
- Lloyd’s and company market policy production analysis & reporting
- Assist with other team members as required
- Submissions to bureaux and non-bureaux markets and liaison with such parties as required
- Identify the risk exposures and advise on reinsurance solutions in consultation with the Account Executive/Producer
- Obtain quotations both for new and renewal business as required
- To deliver of an effective, efficient, best in class payables service, within the Europe Finance Shared Service (EFSS) operating environment, for multiple operating companies across Wood
- Predominantly support the Account Executive for a mixture of U.K & International retail Accounts, these clients will vary with a range of SME to large corporate
- Placement of insurances for clients in accordance with the brokers strategy
- Managing all cash & production items on a timely basis in respect of the internal goals and objectives to ensure all general operational standards are being met
- Day to day resolution of account queries and issues within Live Ledger system, in co-ordination with profit centres, shared service centres and brokers
Qualifications for account handler
- Must be APA in Commercial Lines or preferably CIP qualified with CPD hours up to date or evidence of grandfathering status from the Insurance Institute
- Have high computer literacy with experience of working on Open GI being advantageous
- Quality of written and verbal communication
- At ease on the phone and demonstrating commercial skills
- Flexibility / change management
- Commitment / accountability for results
3
Account Handler Job Description
Job Description Example
Our company is searching for experienced candidates for the position of account handler. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for account handler
- To work closely with the Team Leader / Manager to ensure that all client instructions and requirements are handled promptly and accurately
- Actively promote the various services available to the client from across the wider group to ensure that we deliver the firm to all clients
- Liaise with brokers, co-insurers and profit centres to ensure all outstanding items are paid
- Proactively managing contacts with other departments and performing dunning activities (reminders and dunning letters)
- Handling overall bad debt process and maintain our FAS5 figures under control
- Escalating issues of non-compliance via profit centres and/or brokers
- Being open to undertake various tasks or activities within receivables team, depending on ad-hoc queries or current projects
- Cross-sell insurance products
- Must have extensive experience working as an Account Handler
- Broke and manage all insurance businesses from an existing network of SBU clients
Qualifications for account handler
- Expert product Knowledge
- Must have a minimum of 5 years direct commercial experience in a Commercial Account Handler role with a very strong background in relationship management
- Experience managing a large commercial portfolio of large businesses is essential
- Fluency in French/Dutch & an operational knowledge of English is required
- Product Knowledge (as per manual handed over by UW per product)
- Taking initiatives and problem solving
4
Account Handler Job Description
Job Description Example
Our growing company is looking for an account handler. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account handler
- To ensure a pronounced emphasis is on the retention of existing customers and growing each portfolio through developing excellent client relationships, this includes obtaining referrals and cross-selling
- Full-Cycle management (queries, new business quotes, renewals, loan processing, midterm adjustements )
- Cert CII or above – preferred but not essential
- To work with Commercial/Corporate clients in order to provide a smooth account handling service
- Support clients with their diverse range of queries
- Manage diverse multi-class such as commercial combined, professional indemnity, motor fleet, travel/personal accident, construction, marine, cyber liability, management liability, excess layers
- To work with commercial clients in order to provide a smooth account handling service
- Manage diverse multi-class such as commercial combined, property owners, professional indemnity, motor fleet, travel/personal accident, construction, marine, cyber liability, management liability, excess layers
- To suggest opportunities to help generate business within our existing book of clients and new clients
- To act as the first point of contact to provide clients with professional support and accurate information
Qualifications for account handler
- See Competencies above
- About 3 to 5 years experience, preferably in an insurance/banking or finance back-office dealing with account management
- Experience in managing a service orientated operational environment
- Fluency in Dutch/French and an operational knowledge of English is required
- Hands-on with excellent organization skills
- Team player able to cope with multiple priorities
5
Account Handler Job Description
Job Description Example
Our innovative and growing company is hiring for an account handler. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account handler
- Support team new business initiatives and play an active role in the growth and development of the branch
- To operate in accordance with FCA and company agreed operational processes and procedures
- To ensure that where possible clients are managed on an e trade basis to ensure maximum access to markets and products
- To renew clients and assist with Mid-Term Adjustments (MTAs) in line with agreed targets
- To handle both new and existing customer enquiries on behalf of the Account Executives
- To deal with administrative processes involved in new business, mid-term adjustments and renewals
- Ensure all requests from clients are dealt with promptly, correctly and efficiently within Jelf’s regulatory guidelines for compliance
- To ensure the production of required documentation and the processing of renewal policies (30/35 per month estimate) is met within Jelfs guidelines
- To support the Account Executives with the production of required documentation and the processing thereof for renewal policies (10/15 per month)
- Broke and manage all insurance relationships within an existing book of small business customers
Qualifications for account handler
- Sense of responsibilities and strong logical and analytic mind
- Computer literate, excellent Outlook and Excel knowledge
- Opportunities for business development
- Daily review of receipts and payments postings to debtors ledger –ensure they balance with the cash book
- Review of monthly ledger and statements –prepare exceptional report and identify write offs, and over due premiums
- Meet weekly collection targets and refer problems accounts to profit centers managers