Junior Account Handler Apprentice

Day-to-day client servicing from initial submission of risks to hand over to the technical team for invoicing.  Including:

Create and maintain electronic files. Draft Open Market Reform Contracts, including endorsements and any adjustments, ensuring conditions and terms of cover in response to the client’s needs. Produce client documentation as required by departmental procedures, complying with internal service standards and FCA, ensuring Contract Certainty. Diary subjectivities/premium payment warranties and conditions, and liaise with the client and broker to ensure they are complied with. Prepare statistical analysis, including loss runs where necessary. Accurately complete checklists ready for processing in Cheltenham. File all documents in a timely manner so they are accurate and up-to-date. Liaising with Cheltenham to ensure prompt and accurate issuance of invoices. Build strong working relationships with Amwins/Amwins Global Risks International offices and independent producers, underwriters, and Cheltenham, attending internal and external meetings as required. Check client/insurer/and third-party accounts are approved and set up in the broking system, preparing approval forms where necessary. Ensure compliance with external and internal guidelines and procedures at all times. Review internal reports and liaise with Cheltenham teams to ensure all client cashes and aged debts are cleared. Undertake any other responsibilities which may become necessary for the proper performance of the role.

Training:

Training will be on-the-job and in the workplace. This will be delivered by Davies Solutions.

Training Outcome:

Progress to Account Hander.

Employer Description:

At Amwins Global Risks, we succeed together. We’re not ‘just another London broker’ placing risks and signing contracts. We’re forging relationships that are built to last. With over 700 employees around the world and a global footprint across more than 150 countries, we’ve cemented our place as a top 10 contributor to Lloyd’s. Insurance is a relationship-based business, and achieving success means hiring the best talent in the industry. When you join us, we will encourage and support your professional and personal development as we invest in you and your learning to help you succeed and grow. We believe in a flat organisational structure that prizes expertise and relationships equally. We’ve built a workplace where talent, collaboration and inclusivity are valued, and our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace where everyone who works with us can be themselves.

Working Hours :
Monday to Friday 9am - 5pm.

Skills:
Communication skills,Attention to detail,Organisation skills,Administrative skills,Analytical skills,Team working