Affinity & Schemes Account Handler

Job Specification


Affinity & Schemes Account Handler
Location Egham
Main Responsibilities


  • Liaise with Account Executive / Manager 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
  • Once the renewal is broked to provide the Account Executive/Manager with information as required for a renewal visit/client contact
  • To process renewal and all other invoices and documentation within the office timescales
  • To ensure that declarations in respect of year end adjustable policies are collected as soon as possible after renewal

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 Account Executives/Manager informed of significant developments
  • To check and process policy documents/endorsements, together with invoices for accuracy prior to dispatch to clients
  • To ensure that all records (file and computer) are accurate during the currency of the insurance to reduce Errors & Omissions exposure
  • To ensure records are archived as appropriate
  • To provide risk management data in an agreed format
  • To refer all complaints to the Complaints Officer immediately
  • To refer any potential Errors & Omissions immediately to Director and or Compliance Manager


  • To provide a positive contribution to the team 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 continue improvement in technical insurance knowledge
  • To liaise with accounts department as and when required
  • To carry out tasks which from time to time may reasonably be requested by a senior member of staff
  • To ensure self-development through attendance at Technical Seminars, Courses, Professional Studies etc
  • To ensure diary checks are maintained
  • Minimum of 2 years in the insurance industry preferably with Commercial experience
  • Acturis system – useful but not essential
  • Excellent and accurate administration & communication skills
  • Networking / influencing skills
  • Problem solving ability
  • Ability to utilise IT for maximum advantage

Remuneration package

  • Competitive salary depending upon qualification for role and experience
  • Discretionary Bonus
  • Pension
  • Private Medical insurance, Cash Plan, Life Assurance, Disability insurance

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