JOB DESCRIPTION

JOB TITLE:  Account Handler

REPORTING TO:  Head of Film & Media Division

OVERALL OBJECTIVE: 

To maintain and service ongoing business, working at all times to agreed service standards.  In doing so to be responsible for specific designated client business and providing a quality service to the Clients covering all aspects of their Insurance arrangements.

KEY TASKS AND ACCOUNTABILITES :

• To be responsible for the day to day administration of existing business, in particular Insurer and Client correspondence, maintaining the diary system.

• To ensure efficient and accurate liaison with both client and Insurer.

• To invite renewals in an efficient and timely manner

• Take instructions from Clients / Account Executives relating to the provision of Insurance cover

• Ensure that instructions are sent to Insurers within a timely manner.

• Check policy documents and endorsements for accuracy prior to forwarding to Clients.

• Draw up summaries of policy documents, which are accurate and concise.

• Obtain quotations for new business as well as renewals.

• Handles invoicing of premiums for new business, renewals, mid term adjustments and lapses or cancellations.

• To maintain a high level of Credit Control

• Ensure Client files are set up and maintained in accordance with the Company’s internal procedures

• To contribute to divisional New Business and Renewal targets and comply with agreed standards and targets on renewal retention.

• To ensure that Client needs are satisfied by considering cross selling and up selling opportunities.

• Ensure that all work is carried out in accordance with the Company Procedures as drawn up in the Procedures manual and cognisance of all regulatory requirements

• To keep the relevant Supervisor / Manager / Compliance Officer informed as regards serious claims, or client complaint.

• Any other reasonable request as issued by a member of management

KEY PERFORMANCE INDICATORS

• Feedback from progress meetings with Manager and from clients

• Increase in range of services provided per client, plus quality and 

     appropriateness of service provision

• All administration up to date on a day to day basis

• All renewals invited to agreed standards/deadlines

• Calls answered in the manner and timescale agreed

• Renewal retention rate maintained at all times

• All correspondence acknowledged or actioned within 5 days of receipt

• High standard of quality control highlighted from file audit programme.

SERVICE STANDARDS:

• Hands on and active support for colleagues

• Professional and tidy appearance

• Courteous and prompt telephone manner

• Keeping all promises within deadlines agreed

• Consistently working at a level consistent with, or higher than, agreed compliance rules and divisional service levels

• All calls answered within 3 rings in a courteous manner with a warm greeting.

PERSON SPECIFICATION - ACCOUNT HANDLER

Education

Essential

GCSE’s grades A-C

Prepared to study towards Professional Qualifications

Education

Desirable

Attained Cert CII and working towards Dip CII or ACII

Experience

Essential

Proven broking experience

Good market and product knowledge

Working knowledge of FSA rules and guidelines.

Experience

Desirable

Demonstrate innovation in sourcing solutions for clients.

Experience in creating broker presentations to Insurers.

Direct Client liaison.

Personal Skills/Qualities

Essential

Enthusiastic, team player

Skills to include :

Effective written and verbal communication

Self motivation

Problem solving

Time Management

Positive attitude

Report writing

Good organisational skills

Experience of Word, Excel and Microsoft Office