Account Handler Resume Sample
Houston Jenkins
696 Terrence Manor,
Los Angeles,
CA
+1 (555) 948 3209
Work Experience
Senior Account Handler
11/2016
-
PRESENT
Phoenix, AZ
- All aspects of insurance transactions
- All Mid Term Alterations
- Managing Aged Debt
- 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
- Obtain renewal terms and identify potential alternative quotations before producing presentations for brokers
- Under supervision, prepare renewal and new business closings from and ensure cover bound by renewal/inception date
- Deal with Insurer queries in relation to client’s policies
- 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
Account Handler
07/2013
-
08/2016
Chicago, IL
- Understand and apply legal and regulatory policies as required, whilst aligning with AJG Professional Standards Manual
- Deal with account queries and credit control matters highlighting any concerns to account managers, understand and apply fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required
- A key part of your role is to ensure all client details are recorded accurately processed quickly; this allows us to keep all client records accurate for audit purposes
- Manage a portfolio of c250 insolvent companies across all classes of business
- Ensure clients open cover business is administered promptly and efficiently
- Work with Client Executives to ensure service standards are met
- Develop relationships with clients and assist Client Executives in annual meetings as required
- Assess incoming e-mails from customers and distribute to relevant Account Handler Processes and manages all orders types accurately using SAP, ensuring the customer has supplied all relevant details, with no ambiguity within the order detail requested
Junior Account Handler RMP
04/2009
-
01/2013
New York, NY
- 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
- Provision of the day to day servicing of a client’s insurance programme to support retention and development of the business
- Holding/working towards one of the Chartered Insurance Institute Qualification: Dip CII preferable but Cert CII requirement
- Knowledge of general insurance (London Market / Lloyd’s and Industry) products, services
- Produce MI reports where required and analyse and summarise data into meaningful reports for managers/PC’s etc
- Ensure all client details are recorded accurately and entered onto Acturis or GXB in a timely fashion
- An awareness of FSA regulations and guidelines relating to both wholesale and retail customers
- A key part of your role is to ensure all client details are recorded accurately and entered onto Acturis quickly; this allows us to keep all client records accurate for audit purposes
Education
Vincennes University - Jasper Campus
2005 - 2009
School's Degree in Business
Professional Skills
- Strong networking skills and the ability to build relationships both internally and externally through investing time in understanding our business
- Strong organisational skills - ensuring company processes and procedures are followed
- Time Management Skills – ability to handle multiple priorities, organize work and meet deadlines
- Strong Administrative and personal organizational skills
- Demonstrate interpersonal skills
- Excellent attention to detail, along with experience of various computer systems and software including Excel, Word and Outlook
- IT skills including Word Outlook and Excel
How to write Account Handler Resume
Account Handler role is responsible for customer, interpersonal, planning, risk, credit, analytical, excel, reporting, retail, training.
To write great resume for account handler job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Account Handler Resume
The section contact information is important in your account handler resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Account Handler Resume
The section work experience is an essential part of your account handler resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous account handler responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular account handler position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Account Handler resume experience can include:
- Communication skills, flexibility and problem solving
- Proven experience in an account handling capacity
- Proven experience in an account handling capacity (preferably within Commercial)
- Proven experience in an account handling capacity (Commercial)
- Proven experience in Commercial Insurance, having previously worked for a Broker and/or Insurer
- To develop and maintain market/ insurance/legislative and other knowledge in order to effectively advise on any aspect relating to a given risk
Education on an Account Handler Resume
Make sure to make education a priority on your account handler resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your account handler experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Account Handler Resume
When listing skills on your account handler resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical account handler skills:
- Highly self-motivated with excellent interpersonal skills and the ability to work effectively with diverse backgrounds and the capability to work independently
- Confident and effective telephone skills
- Demonstrate suitable interpersonal skills
- Effective communication skills and all levels of the business
- Good organisational skills to ensure that company processes and procedures are put in place
- Communicating effectively, influencing and relationship building
List of Typical Experience For an Account Handler Resume
1
Experience For Account Handler Risk Mangement Partners Resume
- Develop strong relationships with Clients and Insurers
- Experience of binding authority would be an advantage but not essential
- Previous office experience with a support function
- Good knowledge of Manchester market
- Experienced, reliable, punchy, trust worthy senior individual happy to run own work load
- Strong relevant background in commercial/corporate accounts insurance broking management
2
Experience For Senior Account Handler Resume
- Experienced, reliable, trust worthy handler happy to run own work load
- Priorities and organise own workload
- Acts with agility in acquiring information from the system to answer customer queries and meet expectations
- To work with Jelf providers and clients to provide a smooth account handling service
- To suggest opportunities to help improve operating efficiencies
- Broke all insurance businesses from a large existing network of corporate clients
- Efficient/prompt handling of all matters – day-to-day enquiries, renewals, mid-term adjustments and new enquiries as clients point of contact in the office
3
Experience For Junior Account Handler RMP Resume
- To provide accurate reports incorporating activity and results
- Broke all insurance businesses from a large existing network of commercial/corporate clients
- Administer invoicing in liaison with LMB and the local office and/or the broker partners
- To build a successful portfolio of new business either from existing clients or from leads
- To act as the primary point of contact for the client and handle client queries on products, services and accounting
- To support the Account Executives with the production of required documentation and the processing thereof for renewal policies
4
Experience For Apprentice Account Handler Resume
- Utilise the business’ existing network of clients and conduct research in order to generate potential new sales leads
- Under supervision prepare renewal closings from renewal meeting minutes and ensure cover bound by renewal date
- Provide support to Senior/Line Manager in all aspects of broking as required
- Follow up on new and existing renewal business quotations and lends support to Brokers
- Prepare Risk processing documentation
- Assist in file maintenance, archiving, general client correspondence
- Deal with all aspect of Financial Discipline account queries and credit control, highlighting any concerns to senior/line manager
- Knowledge of the Acturis broking and claim system
- Knowledge and awareness of London Market account handler placing procedures and processes
5
Experience For Internal Sales Account Handler Resume
- Knowledge and awareness of FCA regulatory framework and its impact on day to day administration including deadlines
- Ideally Cert CII or working towards it
- Take instructions relating to the provision of (re)insurance cover from clients
- Handle business on behalf of clients using the most appropriate markets in accordance with clients demands and needs
- Daily identification of un –allocated cash ( receipts)and payments in the debtors ledger – using daily PMU downloads
- Customer Complaints Handling
- Proactively keep customers informed at all times of any changes to delivery or leadtimes against their orders
6
Experience For Account Handler Risk Management Partners Resume
- Ensure customer terms are accurately reflected on the system to provide the customer with a payable invoice
- To produce and maintain accurate and complete documentation compliant manner
- Respond to all queries in a timely, positive and professional manner
- To ensure all business activity is logged to ensure revenue is accurately recorded and documented
- General ad hoc tasks as required
- Reports directly to the Corporate Team Leader
- Manage all relationships with key clients and stakeholders within Jelf
7
Experience For Account Handler Resume
- Comfortable with different classes of products and wide range of clients type
- Self-Motivated and organised individual
- Liaise with Client Executive to ensure that all Client instructions and requirements provided by the Private Client Executive are handled promptly and accurately
- To attend client visits with Client Executive as and when required in accordance with agreed contact plan with clients
- To forward risk presentations and/or fact finds prepared by Client Executives to Insurers and negotiate premiums and follow up any further information required
- Actively promote ‘Deliver the Firm’
- Collection of client premiums within guidelines and Aged Debt Management
8
Experience For Account Handler Risk Mangement Partners Resume
- Maintain productive relationship with Client Executive to ensure consistent and efficient service to clients and deliver set service level agreements
- Work towards individual KPI’s as set by line manager
- Ensure all client instructions and requirements are managed promptly and accurately
- Establish network of contacts within company for compliance, complaints and E&O
- Establish key relationships with Insurers
- To renew clients in line with agreed targets
- To achieve new business levels in line with agreed targets
- To update and maintain records on core systems
9
Experience For Senior Account Handler Resume
- To collect fees and premium within credit periods in accordance with divisional requirements
- Manage all relationships with clients and stakeholders within Marsh
- Support clients with their diverse range of queries within a full cycle of insurance
- Manage combined insurance queries
- Manage diverse multi-class of commercial insurance products
- To produce and maintain accurate and complete documentation in a compliant manner
- Provide pre and post-bid administration and quality control for both Eurotrade risks and London Market MRC’s
- Provide advice to colleagues on risk placement, facilities and London Market claims administration
10
Experience For Junior Account Handler RMP Resume
- When required, draft agree and issue London Market wordings, schedules and endorsements for Eorotrade and MRCs
- Ensure all Client requests and queries are dealt with promptly, correctly and efficiently
- Ensure all files are maintained and updated with all document, email and telephone exchanges
- Maintain the highest level of customer satisfaction and to put the interests of Clients first and treat them fairly
- Attend any meetings, internally or externally as and when reasonably required
List of Typical Skills For an Account Handler Resume
1
Skills For Account Handler Risk Mangement Partners Resume
- Manage own workload in order to assist effectively to service the clients
- Good academic background supported by good grades at A-Level and/or GCSE, in subjects that include Maths and English
- Good academic background supported by good grades at A-Level in subjects that include Maths and English
- Previous skills developed in back office
- Skills to daily follow up area indicators
- Organize, prioritize and to perform multiple tasks simultaneously with excellent attention to detail and follow-through
2
Skills For Senior Account Handler Resume
- To be able to forward plan effectively
- Auditing experience is an asset
- Assist in maintaining and increasing profit from existing client bank as evidence by retention rates and commission
- Co-ordinate debtors accounts opening and carry out checklist prior to accounts opening
- Previous experience in cross-selling or developing new business within private clients
- Demonstrable experience of working in a similar capacity and taking ownership of similar responsibilities for a Broker and/or Insurer
- Demonstrable experience of working in a similar capacity and taking ownership of similar responsibilities within Insurance and/or Financial Services
- Continuous improvement mind-set – increasing task efficiency and effectiveness with each repetition and making recommendations for process improvement
- Strong relevant background in large corporate accounts insurance broking management
3
Skills For Junior Account Handler RMP Resume
- Good understanding of the market place
- Ideally previous commercial insurance account handling experience
- Demonstrable experience working in a similar capacity within Professional Indemnity Insurance
- To demonstrate enthusiasm and a working knowledge of the relevant business area and related products
- Prompt premium processing and issuance to clients to facilitate good credit management
- A good understanding of commercial insurance products
4
Skills For Apprentice Account Handler Resume
- Proven account handling expertise
- Experience of quality risk submissions achieving best terms for clients with insurance markets
- Experience in Finance, including reconciliations
- Demonstrate enthusiasm and a working knowledge of the relevant business
- Customer Services or 1-3 years of work experience required in Customer Services environment preferable
5
Skills For Internal Sales Account Handler Resume
- Insurance administration experience required in a commercial setting
- Demonstrable experience as an Account Handler within Property Ownership insurance
- At least five years experience as an account handler within commercial insurance
- Validation in the insurance policy expedition processes
- To build and maintain an excellent rapport with our clients, providers and colleagues across the Group
6
Skills For Account Handler Risk Management Partners Resume
- Excellent customer/client etiquette
- To develop new business opportunities through effective client relationship management
- To operate in accordance with FCA and company agreed processes
- Develop a strong relationship with the Client Executive for client service
- To act as the primary point of contact for the client and establish effective relationships with them
- To work closely with relevant support teams to provide excellent service to clients
- Acturis experience is a benefit
- When required, produce Evidence of Cover in line with FCA guidelines
- Demonstrable experience as an Account Handler/Broker within commercial insurance
7
Skills For Account Handler Resume
- To collate all necessary evidence and present the Clients claim to insurers for consideration under their policy
- Build and maintain an excellent rapport with our clients, providers and colleagues across the Group
- Proven client management
- Preparing and sending broking submissions and other internal and external documentation
- Handling client’s demands and needs and risk management enquiries, providing day to day advice and solving problems
- Convening and chairing reconciliation and confirmations meetings with producers based on correct statements and facilitate settlements
- Managing a renewal book to include upsell & Cross sell of existing products
8
Skills For Account Handler Risk Mangement Partners Resume
- Understanding of the high net-worth lifestyle
- Working knowledge or exposure to Acturis
- Working in a delegated scheme environment - Advantageous
- Providing feedback, guidance and support, to the clients and co-ordinate the day to day performance of the account
- Liaising with Risk Managers to ensure surveys are up to date and technical information is fed back to insurers/clients
- Maintaining database with prospective client information
- When required, administer Xchanging and company procedures for premium processing including Premium Payment Warranties
9
Skills For Senior Account Handler Resume
- Assist in Maintaining & Supporting market facilities in accordance with Group and Market practices
- Assist in the preparation of slips, endorsements, underwriting presentations for renewal and existing less complex risks
- Efficient organisation and administration including diary, filing, and file content
- Sense of accountability; owning one’s work and taking pride in it
- Proactively utilizes tools to influence management and minimizing of backlog of orders, including functional contacts and networks
- Undertake Continuing Professional Development and comply with the Training and Competence procedures
- To work with an existing book of commercial clients in order to provide a smooth account handling service
- Set up and administer clients, risks and placing records, and documents on instructions from placing brokers
- To work within commercial insurance ideally with a dual purpose of handling and selling
10
Skills For Junior Account Handler RMP Resume
- Comfortable working under pressure whilst keeping a sharp eye on technical insurance details
- To provide quotations and renewals utilising scheme rating
- Identify process failures and training requirements
- Adherence to Profit Centre, Broker, Policy Holder Servicing SLA's
- Undertake, Complete and Pass all mandatory training requirements
List of Typical Responsibilities For an Account Handler Resume
1
Responsibilities For Account Handler Risk Mangement Partners Resume
- Previous commercial or corporate insurance account handling experience
- Client business retention by efficient and prompt handling of all matters, day to day enquiries, renewals
- Thorough understanding of high net-worth insurance products
- · Comfortable dealing with multiple queries from a diverse portfolio of corporate clients
- Comfortable dealing with multiple queries from a diverse portfolio of corporate client
- Competent in the use of MS Office and ideally a working knowledge or exposure to Acturis, but not essential
- Competent in the use of MS Office and ideally a working knowledge or exposure to Acturis
2
Responsibilities For Senior Account Handler Resume
- To provide administration and placing support for London Market risks placed by London Market brokers on behalf of Jelf offices and partner brokers
- Educated A-C Grade GCSE standard or equivalent in Math’s and English
- Support the acquisition of new clients and support the retention of existing clients by means of assisting with Mid-Term Adjustments (MTAs) and managing the renewals process
- Process and analyse data to support business objectives and update and maintain records on core systems
- Accurately prepare and issue documentation
3
Responsibilities For Junior Account Handler RMP Resume
- Prepare reports and market research
- Attend meetings, both internal and external
- To act as the primary contact and reference for all commercial insurance queries
- Ensure all requests from the Executives are dealt with promptly, correctly and efficiently within Jelf’s regulatory guidelines for compliance
- To gather all relevant information & documentation from the clients on their policy, levels of cover and pertinent exclusions in relation to the renewal queries being presented
- Build constructive relationships with insurers and their panel suppliers in order to facilitate the negotiation and rapid settlement of all queries
- Work at speed within a busy work environment
- Ideally CII qualified but not mandatory
- To act as the primary contact and reference for all property and construction insurance queries
4
Responsibilities For Apprentice Account Handler Resume
- To act as the primary contact and reference for all Professional Indemnity insurance queries
- Build constructive relationships with insurers and their panel suppliers in order to facilitate the negotiation of renewal or new business terms and rapid settlement of all queries
- To work closely with the Account Executives to ensure that all client instructions and requirements are handled promptly and accurately
- Assist the Account Executive and play an active role in new business reviews
- To put together Client Prospect risk presentations to forward to Insurers and to negotiate insurance premiums and cover with Insurers in line with Client requirements
- To assist Account Executives in the production of reports and summaries of insurance for clients
- To act as the primary claims contact and reference for all Clients
5
Responsibilities For Internal Sales Account Handler Resume
- To gather all relevant claims information & documentation from the outset of a claim and advise Clients on their policy, levels of cover and pertinent exclusions in relation to the claims being presented
- To action all new claims & report to the relevant insurers within Claims Department SLA’s & KPI’s
- Build constructive relationships with insurers and their panel suppliers in order to facilitate the negotiation and rapid settlement of all claims
- Maintain a proactive diary mechanism to ensure all claims are regularly reviewed and actioned in accordance with Claims Department SLA’s & KPI’s
- To ensure that Clients and relevant Sales Executives are updated at regular intervals throughout the claim lifecycle in accordance with Claims Department SLA’s & KPI’s
- Ensure all Repudiations are escalated for review and recorded on Acturis as per the Repudiations Process
6
Responsibilities For Account Handler Risk Management Partners Resume
- Ensure all Large Loss cases are escalated for review and recorded on Acturis as per the Large Loss Process
- Interacting with Clients and Insurers on day to day policy management, including management of credit limit requirements, overdue reporting procedures, and claims handling and advice
- Support the acquisition of new clients and support the retention of existing clients by means of assisting with Mid-Term Adjustments (MTAs) and the renewals process
- To gather all relevant information & documentation from the outset clients on their policy, levels of cover and pertinent exclusions in relation to the queries being presented
- To action all new queries report to the relevant insurers
7
Responsibilities For Account Handler Resume
- To assist Account Executives in production of reports and summaries of insurance for clients
- Maintain accurate data e.g. membership/products and services
- Produce and maintain accurate and complete documentation /correspondence in a compliant manner with timescales confirmed by Divisional service level agreements (SLAs)
- Respond to clients and Sales Executive/Consultant queries in a timely and accurate manner by using and amending standard letter, writing clearly, concisely and professionally
- Prioritise workload and client requests
- Answer the phone in a professional manner that aims to build rapport with clients, providers and colleagues
8
Responsibilities For Account Handler Risk Mangement Partners Resume
- Ensure all business activity is logged to ensure revenue is accurately recorded
- Identify a clear picture of potential client’s needs. Assist in the creation of a bespoke solution
- Undertake any reasonable tasks requested by the Sales Director or other senior members of management. This includes attending internal meetings and active contribution in issues discussed to pave the way for continued success within the business
- Identify a clear picture of the potential customer's needs as well as an understanding of their budget and timescales
- Production of required documentation and the processing thereof for renewal policies (10/15 per month)
- Maintain database with prospective client information
- Undertake any reasonable tasks requested by the Team Manager or other senior members of management. This includes attending internal meetings and active contribution in issues discussed to pave the way for continued success within the business
- To act as the primary contact and reference for all insurance queries
- Ensure all requests are dealt with promptly, correctly and efficiently within Jelf’s regulatory guidelines for compliance
9
Responsibilities For Senior Account Handler Resume
- Align with statutory requirements for the role with specific attention, but not limited to Handling Client information, Whistle Blowing and Treating Customers Fairly
- 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
- 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
- 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
- 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
- Knowledge of Personal Insurance products especially high value home insurance products, and preferably knowledge of delegated underwriting or binding authorities and including underlying legal principles and practices relating to risk within own role capacity
- Holding/working towards one of the Chartered Insurance Institute Qualification: Dip CII desirable
10
Responsibilities For Junior Account Handler RMP Resume
- Commercial insurance knowledge in all classes
- A 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 Trade Credit insurance products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
- 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
- Knowledge of Property Owners insurance products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
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