Corporate Account Handler

Job Specification


Corporate Account Handler
Location Based in Egham office. Will have opportunities to attend client visits and insurers events.
Job Purpose
  • Provide a day-to-day technical, competent, responsive and efficient administrative service to clients.
  • Client retention through the provision of a professional service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium. 
  • To comply with regulatory requirements, industry codes of practice and the Company’s own procedures and rules.
  • Must work on the principal of treating customers fairly and behave in an ethical manner.
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
  • Once the renewal is broked, to provide the Client Director with information as required for a renewal visit / client contact
  • 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
  • To ensure that declarations in respect of year end adjustable policies are collected as soon as possible after renewal
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
  • To ensure that all records are accurate during the currency of the insurance to reduce Errors & Omissions exposure
  • 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 the Compliance Manager
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 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.
  • Corporate broking experience
  • Acturis system – useful but not essential
  • Ideally Cert CII or working towards
  • Excellent and accurate administration & communication skills
  • Networking / influencing skills
  • Problem solving ability
  • Ability to utilise IT for maximum advantage, including Word and Excel 
Remuneration package
  • Competitive salary depending upon qualification for role and experience
  • Discretionary Bonus
  • Pension
  • Private Medical insurance, Life Assurance, Disability insurance, Cash Plan
Commencement date ASAP

You are currently offline. Some pages or content may fail to load.