Account Handler - Treaty

Job Title: Account Handler

Division: Treaty
Location: Cheltenham

Introduction

As an Account Handler, you'll manage broking support functions, ensuring high standards. You'll prepare documentation like slips, contracts, policies, endorsements, and placement presentations.

Responsibilities

• Create Documentation: Prepare slips, contracts, policies, endorsements, and presentations. Check taxes and regulatory statuses. Onboard new clients and markets.
• Record Keeping: Monitor and maintain accurate records. Handle general office duties.
• Support Brokers: Provide day-to-day client/(re)insurer contact. Analyse client data. Ensure compliance with procedures.
• Development: Contribute to your Professional Development Plan. Engage in Continuous Professional Development.

Knowledge, Qualifications, and Education

• Good education in numeracy and English.
• CII qualifications (desirable).
• Knowledge of a foreign language, especially Spanish (desirable).
• Self-motivated, detail-oriented, and a team player.
• Familiarity with Treaty reinsurance, IT systems, and FCA rules (training provided).

Apply now to join a team that values your talent, collaboration, and inclusivity!