Junior Account Handler

4 days ago

Greater Vadodara Area, India PIB Group Full time ₹ 3,00,000 - ₹ 4,50,000 per year
  • Assist Account Executives to contribute to growth and development of the company
  • with allocation of renewal clients
  • Provision of quotations as requested by executive
  • Renewal procedures to be followed per Group Broking Procedures provided
  • Group accounts procedures and queries to be complied with
  • Post processing within timescales, Group Broking procedures and to company standards
  • Updating Acturis as per client's policy and risk.
  • Intelligent labelling of system entries
  • Carrying out due diligence on each case by SDT (Service Delivery Team) prior to renewal. Resolving any adverse info found prior to renewal.
  • Preparation and issue of risk registers / pre-renewal agendas/submission/renewal reports for issue to client/insurers
  • Documentation checking prior to account executive signing off prior to subsequent issue
  • File maintenance – general housekeeping of all records
  • Contribution to overall efficient running of PIB
  • Open communication and liaison with all other departments within PIB
  • Diary / Tasks - accurate use and maintenance
  • Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager
  • Constant communication on file progress between you and the relevant Executive
  • Continual professional development (self-driven) within all relevant aspects of the industry Continued growth and expansion of product knowledge and technical expertise working towards chartered insurance qualifications as required.
  • Identify, report and resolve: - Breaches / complaints / E&O and to Respond positively to QA
  • Other duties as and when required.
  • Making sure any Mid Term Adjustment/LCR/Lapse/cancellation is processed in timely manner.
  • Obtaining quotes from the market via presentation.
  • Due Diligence to be carried out for the NB Rekey cases allocated.
  • New Business Rekey to be done once allocated.
  • New Business file to be processed (post-inception), once allocated.

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