Senior Account Handler

Posted 25 October by Cameron James
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Senior Insurance Account Handler

London City - Salary 35,000 + Bonus and Benefits

Our client are Lloyds Brokers based within the City of London, currently looking for a Senior Account Handler to join their broking and development team. The role will suit someone with at least 3 years’ experience working in the Commercial Dept. of a Lloyds Broker. Experience in Liability, Property, CAR, PI and all aspects of non-marine business would be preferable along with at least 1 years’ experience in using the Xchanging system. Cert CII qualification would also be preferable

Key Responsibilities:

  • General administrative duties including scanning, filing, entering data onto relevant spreadsheets and preparing and production of Insurance documents and contract endorsements.
  • Liaise with brokers on a daily basis, answering incoming telephone calls and chasing brokers for any additional data required
  • Maintenance of Underwriter’s bordereaux through the use of Microsoft Excel
  • Inputting & updating policies on in-house systems.
  • Account management including renewal chasers through to file closures
  • Maintain an electronic and paper filing system
  • Full responsibility of handling all transactions placed via Lloyds through Xchanging systems, including the reconciliation of queries.
  • Develop and maintain an understanding of the clients and prospects
  • Negotiating extensions with underwriters and premiums on MTA’s
  • Providing broker support and creating documentation to be taken to the market e.g. creation of an MRC slip
  • Management of in-house schemes, ensuring Bordereau’s are up to date and all data recorded is accurate.
  • Booking surveys on behalf of insurers and maintaining communication with brokers on all requirements following issuance of reports
  • Working for a number of different insurers and accounts and ensuring time management and attention to detail is to a high standard at all times.
  • Specialty business types: Waste and Recycling, Liability risks and Asbestos insurance

Education and Qualifications

At least 5 A-C Grade GCSE’s including English, Maths and ICT.

Desirable: Insurance qualifications e.g. CII

Skills & abilities

  • Professionalism
  • Ability to manage own time, meet deadlines and prioritise work
  • Attention to detail, numerate and accurate
  • Able to communicate effectively with others
  • Organised and methodical approach to work and problem solving
  • Good IT skills, including Microsoft Word, Excel and Outlook
  • Strong contribution to the team through own ideas, initiatives and concepts.

Knowledge and Experience

Basic commercial insurance awareness

Experience of working within a commercial environment, ideally within Insurance


Outcome focused, self-motivated, enthusiastic

Team worker with the ability to work on own initiative

Professional approach to relationships

Reference: 33901340

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