Account Handler

Job Title: Account Handler

Location: London/Hybrid (Typically 2/3 days in the office)

Type: Full time – Permanent (If you are a job share partnership, work reduced hours, or any other way of working flexibly, please do still get in touch)

At Price Forbes, we provide much more than just a workplace. We are dedicated to fostering skill development and knowledge within a team that is passionate about their work, values their Employees, and truly celebrates diversity.

Working at Price Forbes means you’ll be part of The Ardonagh Group. We are proud of our innovative environment offering many opportunities for growth across the wider group. Employees regularly move between our united teams, and we encourage you to make your role your own.

Our offices are lively and exciting places to be, but we understand that life needs flexibility, and offer a genuinely flexible approach to working. If you are looking to join a thriving, energetic business with exciting plans, this role could be an ideal fit for you.

What we can offer:

We offer much more than just an inclusive culture with apprenticeships, study support, participation in our annual Spotlight Awards, Community Trust, Sports Teams, office socials, events and so much more. All of this with a supportive management team as well as working alongside some of the industry’s top talent.

You’ll have access to wellbeing programs, fantastic discounts across many big-name businesses including supermarkets, gym memberships, restaurants, and healthcare cash plans etc.

Further perks of working with us (Fixed benefits):

• Employer pension contribution of 10% (providing you, the Employee provides 5%).
• Good work life balance - flexibility to suit you.
• Competitive salary.
• Life Assurance at X4 of your base salary.
• Group Income Protection.
• Generous Annual Leave entitlement.
• Private Medical Insurance.
• Group annual bonus scheme.

Principal Tasks

• Liaising with regional producing brokers
• Preparing market submissions and placing documentation
• Creation of market submissions and supporting documentation via various e-trade platforms (e.g. PPL and Whitespace)
• Producing policy documentation, certificates, and midterm endorsements
• Raising invoices / debit notes and London Market closings
• Coordinate survey requests and communicate any requirements raised
• Maintain clear, accurate and comprehensive files adhering to the dedicated filing protocol
• Data Entry in various computer platforms (Excel, GXB, Harmonie)
• Adhere to and promote compliance (FCA, TCF, GDPR) requirements
• Assist in reconciliation of IBA queries

Responsibilities

• Take instructions from existing clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected, and relevant records and diary entries are created.
• Offer renewal of existing clients’ policies with existing insurer or move to new insurer, as appropriate.
• Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed
• Control your own diary system, ensuring all items are followed up by the due dates, particularly in relation to outstanding documentation from clients or insurers, premium payments and survey matters
• Provide back up to the team and Department Manager by taking responsibility of the renewal list and maintaining MI stats
• Ensure accurate data is maintained to produce bordereau and MI reports
• Assist in compiling and contribute toward the monthly management report
• Any general duties that may be required by your Manager in accordance with the nature of this job.

Generic Knowledge Requirements

• Sufficient knowledge of Power and Renewable Energy Insurance
• Good working knowledge of the underwriters and London markets
• Good working knowledge of the UK regulatory requirements and relevant insurance and UK regulatory requirements

Competencies Required

• Proactive and possess a ‘can do attitude’
• Willingness to step in and cover for your colleagues during planned and unforeseen absenteeism
• Ability to understand and interpret customers’ needs and requirements
• Work effectively as part of a team
• Ability to work under pressure and to meet deadlines
• Ability to use Microsoft Word, Outlook & Excel

Personal Specification

• Articulate
• Presentable
• Personable
• Motivated
• Amenable
• Team Player
• Attentive
• Ambitious
• Competitive
• Methodical

Think you don’t meet every requirement?

We are dedicated to creating a diverse, inclusive, and authentic workplace where everyone can thrive . If you’re excited about this role, but your experience doesn’t perfectly match what we are looking for, please apply anyway. You might just be the right fit for the job, or other opportunities we may have within the wider Group.

Interview Process:
At Price Forbes, we have a straightforward interview process to ensure the best fit for both you and the company:

• Submit your application with your CV, emphasising your skills and experience related to the job.
• Our Talent Acquisition team will then arrange a call where they can tell you more about the role and the team. We want to learn about your motivation and goals, what you can bring to Price Forbes, and answer any immediate questions.
• If successful, you will generally be invited to engage in a 1-hour interview with the Hiring Manager and selected team members, via teams or in person. We will discuss our technologies, key skills, and team dynamics and provide further opportunity to ask any questions. This is your chance to voice your thoughts on the role and we will outline our expectations and ensure this role aligns with your ambitions for the future.
• Depending on the role, you may be invited to attend a second stage interview with further members of the team.

If successful or unsuccessful, we always try and move quickly in presenting an offer or providing feedback.

#PFI