Account Handler

Job Description

Job Title: Account Handler

Division: MGA & Portfolio Solutions

Location: London

Website: www.amwinsglobalrisks.com

Introduction 

The Account Handler role is to provide administrative duties to the MGA and Portfolio Solutions Technical Team and Broking Division. The role requires knowledge of how to create Lloyd’s Certificates for U.S. Personal Lines. Knowledge of Binding Authorities across various classes and territories, would be advantageous.

Responsibilities

Document Creation

Gather information from files/e-files and use the data to complete standard document templates for distribution both internally and externally without errors. Documents include:

• Lloyd’s Certificate wordings for U.S. Personal Lines

• Accurately complete check lists

Compliance

• Sanctions - keeping up to date with sanction requirements

• Keep abreast of market and regulatory requirements

Data Entry

Fully and accurately enter, amend, update and submit data on and to:

• Global XB

• E-Placing (PPL / Whitespace)

• MS Office: Excel/Word/Outlook/SharePoint/Electronic Placing systems.

Managing information

• Create and maintain electronic files

• File all documents in a timely manner so they are accurate and up to date.

• Respond to routine inquiries and provide information in a timely manner

Knowledge/Skills/Qualifications

• Ability to analyse and identify key information

• Able to follow processes and procedures to produce documentation, data entry and information management

• Operating knowledge of Computer systems including MS Office

• Excellent knowledge of MS Word

• Ability to clearly communicate to people both internally and externally

• Good decision-making skills

• Ability to work as part of a team

• Excellent planning and organisation skills

• Experience of North American Homeowners business