Account Handler-Corporate(Egham Office)

Job Specification


Account Handler – Corporate


Egham Office

Main Responsibilities 1


  • Liaise  with Client Director as to method of obtaining renewal information and preparation of renewal questionnaire
  • To prepare complete, clear and accurate broking presentations in line with departmental standards, so that negotiations with underwriters produce the most competitive premiums and best insurance coverage for clients
  • To prepare complete, clear and accurate renewal reports for presentation to all clients 
  • To process renewal and all other invoices and documentation within the companies documented timescales 
Main Responsibilities 2

Day to day servicing

  • To ensure that all additional cover requested during the year is effected with insurers immediately and confirmed in writing.
  • To keep Client Directors informed of significant developments
  • To check and process policy documents / endorsements, together with invoices, for accuracy prior to dispatch to clients
Main Responsibilities 3


  • To provide a positive contribution to the teams objectives
  • To answer the telephone, ensuring that information given is accurately recorded
  • To make written records of all conversations and meetings with customers and/or insurers, or other relevant business contact
  • To update knowledge of insurance market as & when developments occur
  • To liaise with accounts department as and when required
  • Ideally Cert CII or working towards
  • Minimum of 2 years commercial broking experience
  • Acturis system – useful but no essential
  • Excellent and accurate administration & communication skills
  • Networking / influencing skills
  • Problem solving ability
  • Ability to utilise IT for maximum advantage, including Word and Excel 
Commencement date ASAP
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