Account Handler Resume Samples

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BP
B Prosacco
Beulah
Prosacco
9254 Josie Spur
Los Angeles
CA
+1 (555) 964 9147
9254 Josie Spur
Los Angeles
CA
Phone
p +1 (555) 964 9147
Experience Experience
06/2016 present
New York, NY
Account Handler Risk Management Partners
New York, NY
Account Handler Risk Management Partners
06/2016 present
New York, NY
Account Handler Risk Management Partners
06/2016 present
  • Assist with customer queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies
  • Eligible to work in the UK
  • Takes initiative when assisting team members
  • Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with Account Executives and on own initiative
  • Knowledge of general insurance products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
  • Assist with the renewal process, preparation of submission and the gathering of information
  • Manage accounts enquiries and liaise with Account Department to resolve queries
03/2010 12/2015
San Francisco, CA
Account Handler Risk Mangement Partners
San Francisco, CA
Account Handler Risk Mangement Partners
03/2010 12/2015
San Francisco, CA
Account Handler Risk Mangement Partners
03/2010 12/2015
  • Evidence of effectively prioritising risks to manage concurrent workflow
  • Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with management
  • Manage own workload in order to effectively service the client relationship and ensure placements are completed within client deadlines
  • Good knowledge of client market and insurance industry network
  • Obtain renewal terms for customers and identify potential alternative quotations before producing presentations for account managers to discuss with customers
  • Basic knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
  • Assist in renewal process, preparation of submission and the gathering of information
05/2007 09/2009
Chicago, IL
Account Handler
Chicago, IL
Account Handler
05/2007 09/2009
Chicago, IL
Account Handler
05/2007 09/2009
  • Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with Account Executives/ Managers
  • Are you a real team player who is committed to assisting in the development of your colleagues?
  • Produce or provide commentary on analytic data for quality and performance monitoring
  • Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with Account Executives/Managers
  • Manage cash clearing process for portfolio performed by offshore cash allocator
  • Work with team members to ensure regular updates to key reporting tools and workflow documents
  • Prepare documentation for renewals and mid-term adjustments in partnership with Account Executives/ Managers
Education Education
Belmont University
Skills Skills
  • Good Systems knowledge, Acturis experience is desirable
  • Have great attention to detail and the ability to work alone and within a team
  • To build and maintain market knowledge to enable appropriate advice to clients
  • To provide effective day to day servicing of existing clients accounts whilst at the same time maximising company profitability
  • Basic knowledge of Personal lines insurance products, particularly in respect of home buildings & contents insurance, and High Net worth insurance products
  • Able to quickly grasp and interpret salient information
  • Good knowledge of client market and insurance industry network
  • Be able demonstrate a commitment to their own professional development with success in the CII examinations a distinct advantage
  • Excellent client service focus
  • High Net Worth Insurance administration experience desirable in a commercial setting
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13 Account Handler resume templates

1

Account Handler Resume Examples & Samples

  • Experience of working in team environment
  • A personable approach with clients
  • Meets requirements of The Central Bank of Ireland's Minimum Competency Code
  • The ability to work on his/her own initiative possessing a strong customer care focus
  • An analytical approach to problem solving and ability to make decisions
  • Excellent Negotiating, Communication and Relationship management skills
  • PC Skills including MS Office, email, internet
  • The ability to meet deadlines
  • Previous insurance experience and Open GI will be an advantage
2

Account Handler Resume Examples & Samples

  • Have a minimum 3/4 years experience in a Commercial broking and able to demonstrate strong technical knowledge
  • Meet the requirements of the Central Bank of Ireland by either being a designated Grandfather or working towards or has achieved the CIP qualification
  • Be computer literate with experience of working on Open GI being advantageous but not essential
  • Have excellent customer service skills, internal and external
  • Be able demonstrate a commitment to their own professional development with success in the CII examinations a distinct advantage
  • Be committed to assisting in the development of their colleagues
  • Have the ability to adapt to and embrace change
  • Have great attention to detail and the ability to work alone and within a team
3

Account Handler Resume Examples & Samples

  • Assist in new business and renewal process, preparation of submission and the gathering of information
  • Obtain new business and renewal terms for customers and identify potential alternative quotations before producing presentations for account executives to discuss with customers
  • Follow up on quotations and lend support to Brokers
  • Prepare renewal closings from renewal meeting minutes and ensure cover bound by renewal date
  • Assist in the Pre Renewal Internal Strategy Meeting process as directed by Broking Manager
  • Check and deliver policy documentation from Insurers to client
  • Deal with account queries and credit control matters, ensuring they are resolved efficiently and any concerns are raised
  • Holding/working towards one of the Chartered Insurance Institute Qualification: ACII / Dip CII (ACII qualified desirable)
  • Good knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity – Knowledge of global placements and mechanics desirable
  • Demonstrable previous experience within Account Handling role
  • Demonstrated rapport-building experience with colleagues and clients
  • Excellent client service focus
  • Risk aware in customer handling
  • Proactive in customer-care
  • Excellent planning and analytical skills
  • MS office proficiency
  • Flexibility to attend client meetings when required
4

Senior Account Handler Resume Examples & Samples

  • Present and follow up on new business quotations
  • Knowledge of general insurance products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
  • Insurance broking experience desirable in a commercial setting
  • Evidence of rapport-building experience
  • Good planning and analytical skills
5

Account Handler Resume Examples & Samples

  • Under supervision, prepare renewal closings from renewal meeting minutes and ensure cover bound by renewal date
  • Deal with account queries and credit control matters highlighting any concerns to account managers in a timely manner
  • Holding/working towards one of the Chartered Insurance Institute Qualification: Dip CII/ FIT (Fitness Insurance Test) desirable
  • Basic knowledge of Personal lines insurance products, particularly in respect of home buildings & contents insurance, and High Net worth insurance products
  • Risk aware in handling customer information
  • Good customer service focus
  • Able to identify potential risk/issues and seek advice/consultation when required
  • Takes initiative when assisting team members
6

Account Handler Resume Examples & Samples

  • Secure delivery of policy documentation from Insurers and check prior to approval and release by Account Executive
  • Comply with AJG Professional Standards Manual in accordance with statutory requirements for the role with specific attention, but not limited to Managing Client information, Whistle Blowing, Treating Customers Fairly
  • Basic knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
  • Followed instruction with efficiency working to TOM (Target Operating Model) targets
  • Demonstrated rapport-building experience with colleagues
  • Good client service focus
  • Deals with ambiguity
  • Ability to travel to client sites
7

Account Handler Resume Examples & Samples

  • Responsible for own renewal process, preparation of submission and the gathering of information
  • Obtain renewal terms for customers before producing presentations to discuss with customers
  • Follow up on new and existing renewal business quotations
  • Assist in the RFP process
  • Secure delivery of policy documentation from Insurers and check prior to approval and release
  • Good knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
  • An interest in sport, especially golf - desirable
8

Account Handler Resume Examples & Samples

  • Work on the renewal process, preparation of submission and the gathering of information
  • Obtain renewal terms for customers and identify potential alternative quotations before producing reports and discussing terms with customers
  • Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with Account Executives and on own initiative
9

Account Handler Resume Examples & Samples

  • Day-to-day contact with direct clients and Broker intermediaries
  • Acts under direction of more senior staff, providing administrative support to an assigned group of clients and team members
  • Assist in the preparation of renewals and client information presentations
  • Work with the technical operations function to ensure good credit control is maintained and bad debt is kept to a minimum
  • Resolve customer service inquiries that entail research and interactions with carriers or agents
  • Respond to client questions and maintain a log of conversations
  • Act as a conduit between the clients and internal service providers throughout the cover period to ensure that accounts, risk documentation and claims are handled in a prompt and efficient manner
  • Markets new and renewal accounts according to company procedures
  • Work with team members to ensure regular updates to key reporting tools and workflow documents
  • Provides support in the production of open market slips and key processing tasks
  • Comply with AJG Professional Standards Manual in accordance with statutory requirements for role with specific attention, but not limited to Managing Client information, Whistle Blowing, Treating Customers
  • Fairly
  • Carry out duties following internal policies and procedures in accordance with applicable laws, rules, regulations, good governance and Gallagher's shared values, in particular, putting clients at the heart of our business
  • Carry out your role in accordance with the FCA's Statements of Principle and Code of Practice for Approved Persons and remain mindful at all times of the FCA's Principles for Business
  • Understanding of slip production and Lloyd's requirement
  • Experience working in professional liability insurance, Cyber liability experience desirable
  • Worked to targets within a regulated, measurable framework and achieved SLA's
  • Demonstrated rapport-building experience
  • Experience of working with US clients desirable
10

Account Handler Resume Examples & Samples

  • Prepare documentation for new customers in relation to their insurance requirements in partnership with Account Executives
  • Obtain renewal terms for customers and identify potential alternative quotations before producing presentations for Account Executives to discuss with customers
  • Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with Account Executives
  • Olding/working towards one of the Chartered Insurance Institute Qualification: Cert CII/ FIT (Fitness Insurance Test) desirable
  • MS office proficient
11

Account Handler Risk Management Partners Resume Examples & Samples

  • Assist with the renewal process, preparation of submission and the gathering of information
  • Manage accounts enquiries and liaise with Account Department to resolve queries
  • Comply with AJG Professional Standards Manual in accordance with statutory requirements for role with specific attention, but not limited to Managing Client information, Whistle Blowing, Treating Customers Fairly
  • Insurance broking experience desirable in a Public Sector setting
12

Account Handler Resume Examples & Samples

  • Manage accounts enquiries and liaise with our Accounts Department to resolve queries
  • Holding/working towards one of the Chartered Insurance Institute Qualifications
  • Demonstrable previous experience within an insurance broking Account Handling role
13

Account Handler Risk Mangement Partners Resume Examples & Samples

  • Assist in renewal process, preparation of submission and the gathering of information
  • Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with management
  • Follow up on new and existing renewal business quotations and lend support to Brokers
  • Ensure all customer details are recorded accurately and entered onto system in a timely fashion
  • Deal with Insurer queries in relation to customer policies
  • Manage accounts and process payments by deliverable dates
  • Deal with general account queries, and ensure that they are resolved efficiently
  • Perform miscellaneous office duties in support of account servicing
  • Manage own workload in order to effectively service the client relationship and ensure placements are completed within client deadlines
  • Educated to GCSE standard or equivalent
  • Demonstrable previous experience within support role
  • Evidence of effectively prioritising risks to manage concurrent workflow
  • Due diligence in administration and policy checks/processes
  • Good knowledge of client market and insurance industry network
  • Able to quickly grasp and interpret salient information
  • Worked to deadlines and able to anticipate change
  • Due diligence and process driven to deadlines
  • Continually builds industry knowledge
  • Eligible to work in the UK
14

Account Handler Resume Examples & Samples

  • Prepare documentation for new clients in relation to their insurance requirements in partnership with Account Executives/Account Directors
  • Obtain renewal terms for clients and identify potential alternative quotations before producing presentations for Account Executives/Directors to discuss with clients
  • Prepare documentation for existing clients in relation to renewals and mid-term adjustments in partnership with Account Executives/Directors
  • Ensure all client details are recorded accurately and entered onto the system in a timely fashion
  • Prepare renewal closings/instruct insurers from renewal meeting minutes and ensure cover bound by renewal date
  • Deal with Insurer queries in relation to client’s policies
  • Assist with client queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies
  • Prepare debit notes and summaries of cover
  • Secure delivery of policy documentation from insurers and accurately check the documentation prior to sending to clients
  • Deal with account queries and credit control matters in a timely manner and highlighting any concerns to Account Executives/Directors
  • Holding/working towards one of the Chartered Insurance Institute Qualifications: Cert CII desirable
  • Sound knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
  • Insurance administration experience in a commercial setting
15

Account Handler Resume Examples & Samples

  • Day-to-day client contacts are generally at a senior management / Director level
  • Frequent and on-going dialogue with underwriters in this specialised market
  • Under direction of more senior staff, provide administrative support to an assigned group of clients
  • Resolve customer service inquiries that entail research and interactions with underwriters and clients from a wide range of industry sectors
  • Typically assigned to accounts with less complex needs and which have no associated renewal goals, seeking assistance when necessary in resolving more complex problems
  • Over time having more complex clients to handle ( with the support of more experienced colleagues)
  • Ensure timely and accurate invoicing processes are followed
  • Hold/working towards one of the Chartered Insurance Institute Qualification: Dip CII/ FIT (Fitness Insurance Test) desirable
  • Familiarity with Acturis system is desirable
16

Account Handler Resume Examples & Samples

  • Effective communication and presentation skills
  • Prioritising risks to manage current workflow
  • Maintain close working relationships
  • Sound knowledge of all classes of business
  • Global insurance experience
  • Ability to explain technical information in layman's terms
  • Certificate in Insurance as a minimum, Diploma preferred
  • A level/GCSE Maths and English
  • Self-motivated and works without supervision
  • Positive mind-set
  • Able to work under continual pressure and to meet deadlines when required
17

Account Handler Resume Examples & Samples

  • Responsible for assisting in growth of portfolio of clients through client contact and lead generation, utilising a portfolio of data on CRM platform
  • Achieve and exceed individual targets as agreed with Account Handler Team Leader
  • Support one or more Consultants in their efforts to
  • Some Healthcare knowledge (ie products, policies, insurance market and related issues) will be required although this aspect will be developed over time with training
  • Keep up to date with industry changes and regulation via Compliance bulletins, technical updates
  • IT literate – Microsoft Office (Excel, Word) and relevant internal systems/databases
  • Familiar with Adviser Office administration systems
  • Ensures that individually and as a firm we “Treat Customers Fairly”
  • Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers
  • Demonstrable experience in similar role - ideally experience of outbound telesales environment achieving a minimum 100 good sales calls per day
  • Previous use of SAGE / CRM databases would be preferable
  • Strong verbal and written communication skills at all levels, both internally and externally
  • High level of accuracy and attention to detail in all areas of work
  • Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks
18

Senior Account Handler Resume Examples & Samples

  • Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with Account Executives/ Managers
  • Referral point for technical or system queries
  • Prepare debit notes and policy summaries
  • Secure delivery of policy documentation from insurers and check prior to approval and release by Account Executive
  • Intermediate knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, and good understanding of underlying legal principles and practices relating to risk within own role capacity
  • Previous experience in the insurance industry essential
  • Worked to targets within a regulated, measurable framework and achieved SLAs
19

Account Handler Resume Examples & Samples

  • Prepare documentation for customers in relation to their insurance requirements in partnership with Account Executives
  • Underwrite new and renewal business
  • Prepare documentation for existing customers in relation to renewals and mid-term adjustments
  • Deal with queries in relation to customer policies
  • Confirm cover, process policies and chase up outstanding documentation when required
  • Holding/working towards one of the Chartered Insurance Institute Qualification: Dip CII/CERT CII desirable
  • Educated to GCSE standard or equivalent preferred
  • Good understanding of general insurance products, services, classes of insurance including underlying legal principles and practices
  • Work to targets within a regulated, measurable framework
  • Excellent customer service focus
  • Accurate and attention to detail
  • Ability to take initiative when assisting team members
  • Acturis an advantage
20

Account Handler Resume Examples & Samples

  • Prepare documentation for customers in relation to their insurance requirements in partnership with account managers
  • Underwrite new and renewal business on property accounts
  • Refer to Insurers for advice or guidance where necessary
  • Confirm cover , process policies and chase up outstanding documentation when required
  • Basic knowledge of general insurance products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
21

Junior Account Handler RMP Resume Examples & Samples

  • Day-to-day client contacts are generally mid- or lower-level client staff and contact with clients
  • Prepare renewals and client information presentations and assists in preparing RFP responses
  • Evaluates all proposals to include in spread sheets
  • May provide guidance and direction to Customer Service Reps or administrative support
  • Basic knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, and good understanding of underlying legal principles and practices relating to risk within own role capacity
  • Insurance administration experience desirable in a commercial setting
  • Able to identify potential risks/issues and seek advice/consultation when required
22

Account Handler Resume Examples & Samples

  • Adhere to and act upon all account related requirements within the SAP Live Ledger
  • Manage all Cash & Production items on a timely basis and within guidelines set via Goal’s & Objectives to ensure all general operational standards are being met
  • Manage cash clearing process for portfolio performed by offshore cash allocator
  • Review accounts on a day to day basis and clear cash and production entries where applicable and using the various reports available through the Live Ledger
  • Review account entries on daily basis and forward/escalate issues to appropriate area for resolution through Live Ledger Category process
  • Co-ordinate the day to day resolution of account queries / issues through Profit Centre contacts, Underwriters and the Broker’s, assuming ownership of all entries through to final resolution
  • Aim to resolve account issues on a timely basis prior to item becoming overdue
  • Liaise with Brokers and Profit Centres to ensure all non-paid/outstanding items are resolved
  • Fully utilise and implement and effective dunning process pertaining to unpaid premium
  • Take ownership and responsibility for managing bad debt reserving for portfolio with the aim of keeping this at acceptable levels
  • Escalate issues of non-compliance via Profit Centre and or Broker in execution of duties
  • Ensure full accountability for the successful resolution of assigned queries further to escalation to Senior Management for resolution advice
  • Be prepared to undertake various roles and responsibilities within receivables as required
  • Credit Control experience essential
  • Strong verbal and written communication skills with internal & external customers
  • Advanced understanding of reconciliation guidelines, financial accounting
  • Able to work under pressure and to strict deadlines
  • Advanced knowledge of Excel including Pivots
  • Able to apply strong analytical skills and thought processes
  • Attention to detail and quality assurance
  • Liaise to deal effectively with people at all levels
  • Willingness to travel when necessary
  • Experience ideally in the Banking, Finance or Insurance industry
23

Internal Sales Account Handler Resume Examples & Samples

  • A Level standard, ideally with vocational studies in Customer Services or 1-3 years of
  • A confident individual, with an excellent telephone manner and strong interpersonal skills
  • A good team player with a customer focused outlook, prepared to go the extra mile
  • A quick learner who is able to prioritise a changing workload in a pressurized environment
  • Excellent attention to detail, along with experience of various computer systems and
24

Account Handler Resume Examples & Samples

  • Provision of the day to day servicing of a client’s insurance programme to support retention and development of the business
  • Supervise and monitor the day to day performance of direct reports and provide support as appropriate
  • Identify the risk exposures and advise on insurance and risk management solutions in consultation with the Account Executive/Producer
  • Placement of insurances for clients in accordance with Lockton's strategy
  • Effective and timely management of all renewals to ensure completion by the due date
  • Preparation of market and client documentation
  • A good understanding of the general principles of insurance
  • Around 2 years' of experience working with UK Real Estate accounts as well as having worked with clients who are a mix of property owners, asset managers, developers, property managers. The successful candidate will also have managed funds with portfolio premium spend of between £50k and £500k
  • Inputting of property data into REAC's 'Asset' system and issuing client documentation and renewals
  • Ability to build and maintain good business relationships with clients, insurers and associates
  • Ability to identify opportunities for business development
  • An awareness of FCA regulations and guidelines relating to both wholesale and retail customers
  • A working knowledge of Microsoft products (Word, Excel, Outlook)
25

Account Handler Resume Examples & Samples

  • Prepare documentation in relation to renewals and mid-term adjustments in partnership with Account Executives/ Managers
  • Assist with queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies
  • Confirm cover with insurers, process policies and chase up outstanding documentation when required
26

Account Handler Resume Examples & Samples

  • Experience working in the capacity of an Account Handler or similar, ideally having serviced accounts across both Wholesale and Retail
  • Proven background in effective relationship management, both internally and externally
  • CII qualified (or equivalent qualification/experience) highly desirable
27

Account Handler Resume Examples & Samples

  • Prepare documentation for new clients in relation to their insurance requirements in partnership with Account Executives
  • Obtain renewal terms for existing clients and identify potential alternative quotations before producing presentations for Account Executives
  • Prepare documentation for existing clients in relation to renewals and mid-term adjustments in partnership with Account Executives
  • Ensure all client details are recorded accurately and entered onto Acturis in a timely fashion
  • Prepare renewal closings from renewal meeting minutes and ensure cover is in place by renewal date
  • Deal with Insurer queries in relation to client policies
  • Assist with client queries on a day to day basis relating to existing policies and liaise with insurers regarding potential changes and new terms for policies
  • Prepare Invoices, Registers and other documentations
  • Holding/working towards Dip CII/ desirable
  • Excellent knowledge of general insurance products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
28

Apprentice Account Handler Resume Examples & Samples

  • Prepare documentation for new customers in relation to their insurance requirements in partnership with account managers
  • Obtain renewal terms for customers and identify potential alternative quotations before producing presentations for account managers to discuss with customers
  • Assist with customer queries relating to existing policies and liaise with insurers regarding potential changes and new terms for policies
  • Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
  • Understand and apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required
29

Account Handler Resume Examples & Samples

  • Monitor the feedback from SSC and escalate/manage to resolution
  • Understand how performance on assigned accounts impacts targets and prioritise accordingly with SSC as required
  • Build and maintain effective working relationships with key stakeholders
  • Ensure SSC staff has all required detail and support to manage their day-to-day tasks
  • Produce or provide commentary on analytic data for quality and performance monitoring
  • Implement robust Credit Control Methods to ensure ageing is at or exceeds corporate standards
  • Develop detailed knowledge of assigned accounts, ensure status is current in live ledger/war room and credit committee packs
  • Produce MI reports where required and analyse and summarise data into meaningful reports for managers/PC’s etc