Account Handler - Financial Lines
Core
Assist Account Executives in providing advice and quality service to meet clients' individual insurance needs while treating customers fairly and upholding regulatory obligations.
Role type
Account Handler (Financial Lines Insurance)
Builds
Commercial insurance policies and services for clients
Domain
Insurance / Financial Lines
Deliverable
client delivery
Required skills
Policy document review, regulatory compliance, client communication, payment processing, documentation accuracy, query handling, data input, multi-tasking, team collaboration
Preferred skills
APA commercial insurance qualification, 2 years in insurance environment
Technologies
None explicitly stated
Responsibilities
Prioritize and handle work promptly and accurately; Handle written and telephone queries professionally; Produce accurate and professional documentation; Process adjustments including notification to insurers and collection of additional premium; Refer queries outside own authority to senior staff; Issue renewal documentation and input data; Deal with client payments in line with procedures
Seniority
Junior to Mid-level, hands-on IC