Job Advert Job title Account Handler Department Verlingue London Markets Location London Reporting to Head of Trading Main purpose of job The purpose of the role is to work with the senior brokers, account handlers and management teams to manage our cases day-to-day, invoicing and ensuring all documentation is accurate and issued within prescribed timescales. Provide exceptional levels of customer service and access to markets for our broker panel. Be the main contact and provide relevant training for less experienced staff. Company Vision To build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high. Department Overview Verlingue London Markets has provided London Market broking solutions for over 50 years, which has been achieved through the careful development of strong insurer relationships, with a track record for efficiency and delivering results for our broker partners. We are a long-established firm of Lloyd’s Brokers accessing a wide variety of Lloyd’s Syndicates and Insurers. Service delivery is our priority at Verlingue London Markets. With offices on Lloyds Avenue in the heart of the City. Now owned by Verlingue Limited a UK subsidiary of a Verlingue FR a family trust which this year celebrates its 90th anniversary. Verlingue is a generational business with no desire to relinquish its independence, more over they see that being an Independent Family run broker will have an increasingly unique place in the market. Verlingue Values Exceptional Being professional is expected; being exceptional makes us different. We are passionate about making our clients and each other feel special. We truly understand their needs and deliver an outstanding service every time. Proud We take pride in our work every day and always fulfil our promises. We’re proud of our reputation for always acting with the highest ethical standards and this is our foundation for building long term relationships. Inclusive We value and recognise the diverse skills and individuality that everyone brings to Verlingue. We respect each other and enjoy working collaboratively to achieve the best outcomes. Key Accountabilities General Responsibilities Maintaining relationships and liaising with agents and insurers on a day-to-day basis Processing MTA’s and administration Updating records with any changes or information Chasing any cover requirements Producing slips, quotes, policy schedules and endorsements as required. Keeping files up to date Actively use the phone to answer and make calls Working closely with the finance team to ensure payment terms are met by broker clients. Population of quote and pipeline logs, along with other MI collection sources. Support colleagues in all areas including administration and credit control. Providing support and guidance for the rest of the trading team Working closely with the trading team to check and sign off documents in the document checking process Invoicing Provide insurance class training to colleagues as required Provide effective day to day support and guidance, encouraging development of staff by openly sharing knowledge Actively participate and ‘take a lead’ in helping to create an effective, productive and enjoyable place to work Take personal responsibility for being punctual for work, meetings and events Always work openly and transparently with all colleagues Build and maintain effective working relationships with all colleagues across the group Participate positively in internal and external meetings Work with other areas of the business to ensure productivity Carry out tasks which may be reasonable requested by a senior member of staff New Business Supporting the brokers in deadling with allocated new business from start to finish, including initial interactions with Broker/Client (including colleagues), Insurer negotiations, offering of terms and binding of cover. Provision of correct Contract Certain terms and policy wording issued Cross sell within VLM’s skill set to ensure we maximise the Broker Client experience and Group income Presenting risks to market – electronically or face to face as required. Renewal Business Dealing with allocated renewals from start to finish – including but not limited to, requesting renewal information, drafting up renewal presentations, passing information over to insurers, referring to department head if needed, chasing and receiving instructions, processing on the system, producing slips and documentation for agreement by underwriters then issuing documentation to the agent in a timely manner. Provision of correct Contract Certain terms and policy wording issued Presenting risks to market – electronically or face to face as required. Compliance / IT Ensuring all communications, documentation and invoices are issues in a compliant way in line with company policies & procedures. Comply with the company’s processes, procedures, and broking strategy. Ensure all activities comply with FCA regulatory and market standards. Ensure work is completed in an effective manner. Ensure that IT systems are updated accurate and promptly to facilitate good working practices throughout the company. To comply with regulatory requirements, industry codes of practice and the company’s own procedures Learning & Development Ensure training modules, seminars, webinars are attended as required to support ongoing development. Stakeholder Management Build excellent relationships with all colleagues across the business. Participate positively in internal and/or external meetings. Work with other areas of the business to ensure high levels of productivity and achievement of objectives Build excellent relationships with underwriters Represent Verlingue in a professional manner at all times, demonstrating our values and behaviors Person Specification Essential Desirable Qualifications Cert CII ü Dip CII ü Skills, Knowledge & Attributes Good knowledge of PPL and all other placing systems ü Understanding of the London market procedures ü A can do attitude with excellent communication skills ü Ability to work to deadlines and ability to multi-task ü Provide a positive contribution to the team objectives ü Excellent attention to detail ü Team Player ü Technically strong with attention to detail ü IT savvy, fully Competent in Microsoft Office products ü A professional and credible demeanor ü Aligned with the Verlingue values and behaviors ü