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.