Account Handler Financial Institutions
London, United Kingdom
Job Description
A dynamic Lloyd's insurance broker is seeking an experienced Account Handler to join its Financial Institutions division. This is a fantastic opportunity to work closely with senior brokers and contribute to the placement and servicing of complex FI risks.
Role Overview
As an Account Handler in the FI team, you'll play a pivotal role in delivering exceptional client service and technical support across the full policy lifecycle. Your responsibilities will include:
- Maintaining accurate internal records and ensuring compliance with regulatory procedures
- Collaborating with the Head of FI to place client policies
- Providing technical expertise throughout the quote and placement process
- Preparing policy documentation efficiently and ahead of inception
- Assisting the Processing team with queries to ensure smooth entry handling
- Managing placing enquiries and liaising with clients and insurers
- Drafting endorsements and quote packs as needed
- Issuing Evidence of Coverage documents
- Monitoring and enhancing client service delivery
- Supporting senior account handlers, brokers, and clients post-placement
- Proven experience in Financial Institutions insurance (ideally gained at a brokerage, but candidates from an underwriting background may also be considered)
- Good market connections
- Strong communication skills and a collaborative mindset
- Progress toward ACII qualification (preferred)
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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Job Detail
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Job IdJD3916861
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:£40,000-70,000 per year
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Employment StatusFull Time
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Job LocationLondon, United Kingdom
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EducationNot mentioned