Position Title: Junior Account Handler
Reports to: Account Handler / Divisional Director
Location: London
Key Responsibilities & Accountabilities:
- Help co-ordinate placement of risks, including production of documentation to assist placement and maintenance throughout the risk life cycle (Underwriting Submissions, Market Reform Contracts, Wordings, Endorsements).
- Develop and maintain an active role/relationship with clients via e-mail, telephone and face-to-face, dealing with Clients and Underwriters
- Help ensure that accounts are serviced efficiently and professionally – creating MRC slips, Underwriter submissions; deals with slip endorsements; maintaining all electronic files and compliance related checks
- Monitor and maintain workflow, budgetary records, debit notes and policy wordings; operate a paperless filing system and strives to streamline processes
- Adhere to company and regulatory policies, procedures together with mandatory training requirements
- Adhere to financial reporting requirements including monthly phasing of income
- Client facing and customer focused with excellent interpersonal and written communication skills.
- Excellent IT & organisational skills.
- Ability to perform effectively to tight deadlines with good personal organisation and time management skills.
- Anticipates problems in advance and makes contingencies.
- Proactive, always looking for ways of delivering a better or more efficient service.
- Communicates clearly; effectively contributes to the team and interacts with others.
- Work well under pressure
Personally demonstrate the five BMS values and ensure that team members are aligned with these:
- Accountable
- Entrepreneurial
- Collaborative
- Empowering
- Disciplined