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Trainee Account Handler

Employer
Howden Specialty
Location
UK
Salary
Competitive
Closing date
26 Jun 2022

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Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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ROLE PROFILE:*

Trainee/Junior Account Handler

* Your Job Title may differ from your Role Profile description (above) and is stated on your contract of employment.

ROLE PURPOSE:

Supports their Team to deliver an excellent and comprehensive service in the administration of new business, renewal and mid-term changes so that customers' needs are best satisfied through suitable cover and pricing.

KEY ACCOUNTABILITIES:

Planning/Reporting:

  • Works with senior members of the team to agree key priorities so that they can manage and plan their workload, ensuring personal and Team objectives are achieved
  • Participates in team meetings as required, reporting on business progress within their area of expertise
  • Manages assigned projects and contributes to other project as required
  • Provides relevant management information to senior managers


Technical:

  • Reviews client documentation to ensure that information presented is sufficiently comprehensive/accurate to support the quoting process
  • Collates and communicates client requirements to ensure appropriate marketing of the risk
  • Prepares or checks market presentations
  • Liaises with clients and ensures client queries are resolved
  • Responds to market and third party queries as appropriate
  • Is aware of, and satisfies, territory, tax and legislation requirements
  • Produces high quality and compliant market documentation ensuring appropriate authorisations are secured
  • Plans the most appropriate solution for the client's demands and needs
  • Takes responsibility for data entry, credit control and chasing subjectivities where required
  • Liaises with support technicians and IBA as required
  • Ensures up to date records are maintained at all times on the Company system
  • Seeks guidance on all complex and technical issues


Policy, Process and Procedures:

  • Works within agreed parameters and uses relevant systems to ensure documentation/communications adhere to company procedure/compliance requirements and provide an adequate audit trail
  • Processes data promptly and accurately on relevant systems in order to support and improve high levels of client service/internal process execution and to facilitate informed analysis
  • Maintains appropriate client files, and oversees the prompt and accurate production of documentation to best meet client, company and regulatory requirements
  • Ensures appropriate due diligence/sanctions checks are conducted in line with company procedures
  • Adheres to company policies and procedures and obtains necessary authorisations at appropriate points in the process


Environment, Customer Focus and Relationships:

  • Builds and maintains strong relationships with internal stakeholders and external contacts to ensure service delivery meets expectations and is compliant
  • Provides support and assistance to senior colleagues and/or their clients on request
  • Deals with, or refers, client enquiries, renewals and mid-term adjustments
  • Develops strong relationships with immediate Team and the wider Business Unit
  • Solicits advice and guidance, when appropriate, from their line manager
  • Behaves with all clients fairly and ethically
  • Shares information that could be beneficial to the Operating Entity/Group


PERSON SPECIFICATION

Knowledge/Experience

  • Some experience of working within an office environment would be helpful
  • Applicants should be motivated to work in insurance and it would be helpful if they have some knowledge / appreciation of what the role entails
  • This is an entry level role and full training will be given


Skills/Behaviours

  • Customer focused approach
  • Numerate and literate
  • Good communication and interpersonal skills
  • Able to work independently and use initiative
  • Able to work flexibly to achieve tight deadlines/targets with good organisation skills
  • Computer literate
  • Analytical and able to solve problems
  • An attention to detail and willingness to learn
  • Calm and resilient under pressure
  • Able to positively react to change
  • Is a team player


Qualifications

  • GCSE Maths and English (or equivalent)
  • A levels (desirable)


What do we offer in return?

A career that you define.

Yes, we offer all the usual rewards and benefits - including great healthcare provision, a wide variety of wellbeing offers, competitive salary, generous pensions and more - but we know you expect all that.

What you might not expect is a job where everyone has a voice, where volunteering in the community is part of the day job, and where everyone is encouraged to play a part towards our sustainability goals. We want people who want to make a difference - not just in the workplace, but in the industry and in the wider community.

Our culture: People First

Our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world.

The focus on being a People First business has always been at the very heart of the Group; our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key.

Diversity & Inclusion

At Howden we consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.
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