Financial Lines Account Handler/ Technician
Financial Lines Account Handler/ Technician

Financial Lines Account Handler/ Technician

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team to provide technical support and client service in a dynamic insurance environment.
  • Company: Oneglobal is a forward-thinking broker focused on transforming how businesses manage risk globally.
  • Benefits: Enjoy a supportive culture, career progression, and exposure to international clients and diverse markets.
  • Why this job: Be part of a growing network, enhance your skills, and contribute to client satisfaction in a vibrant setting.
  • Qualifications: Intermediate knowledge of (re)insurance, good communication skills, and CII qualification or progress towards it.
  • Other info: This role is based in London and offers a chance to work collaboratively with global teams.

The predicted salary is between 36000 - 60000 £ per year.

About Us
On a mission to reinvigorate broking. Oneglobal is a commercial insurance and reinsurance broker set up with the singular focus of improving the way in which businesses around the world manage risk via insurance.

We think broking needs a refresh, and that our approach builds that foundation. We have ambitious plans for the future and are looking to grow our talented team. If you would like to find out more about Oneglobal, please visit our website or our LinkedIn page.

Job Purpose
We have a fantastic opportunity for an enthusiastic individual to join our growing Non-Marine Client Services team. The team operate in a fast-paced, client facing and dynamic environment with a clear focus on delivering client excellence globally.

This is an exciting opportunity to be part of and shape Oneglobal’s growing international network of offices. The successful candidate will have experience in a similar technical support role and will be passionate about providing excellent technical knowledge and understanding, to deliver proactive solutions to clients. You will provide value-added technical support to clients predominantly focussing on Financial Lines but you will gain exposure across all Non-Marine classes of businesses globally, including Property, Construction, Casualty and Power & Renewables.

The role is based in our London office on a permanent basis and is an exciting opportunity to play a key role working collaboratively with our broking teams and network of global offices, enabling a great balance of personal career progression, involved in varied classes of emerging market businesses and international client exposure. The role will be operating in an inclusive culture with a supportive environment to learn on the job and develop your skillset.

Key Accountabilities

  • Provides global broker support to the relevant broking teams, preparing renewal statistic/documentation ready for market placement
  • Trusted technical support providing timely creation and preparation of global market and client documentation, in particular slip production, wording and clauses knowledge
  • Support with drafting of client evidence of coverage to include, Debit/Credit Notes and all related documentation
  • Ensures internal paper & electronic systems, databases and workflows are maintained and updated and meet Contract Certainty and regulatory guidelines
  • Uses OGB’s Broking Systems to produce documents and accounting entries and ensure their accuracy
  • Submits Slips and LPAN’s to Bureau (XIS) for signing and will utilise London Market based portals to facilitate their role, including, but not limited to; XIS Insurance Portal and the IMR as well as Lineage
  • Assist with client liaison ensuring all global queries, data requests and resolution of queries are dealt with promptly to ensure client satisfaction
  • Develops business relationships with global markets, clients and colleagues to provide optimal service to clients
  • Ensure client service delivery is continuously reviewed to achieve optimal client satisfaction

Skills & Knowledge

  • Intermediate knowledge of the (re)insurance market in order to address client and technical issues
  • Good communication and interpersonal skills
  • Accurate and good attention to detail
  • Demonstrate a good understand of global market dynamics and how this impacts on existing and potential clients
  • Work within agreed procedures and processes
  • Well organised and able to prioritise and multi-task, working well under pressure and to strict deadlines
  • Sound technical knowledge and experience, with particular focus on account management and processing of Financial Lines business, along with other Non-Marine classes of business
  • CII qualified or working towards CII qualification
  • Team player and willing to work flexibly and assist colleagues as required
  • Intermediate Microsoft Excel knowledge is essential

Our goal
Our clients are at the forefront of everything we do. As an employee of Oneglobal your contributions matter and drive us towards our ambitious plans for the future. We believe our open working culture will see passionate and enthusiastic people join us to grow the business together and enable us to become an employer of choice.

Oneglobal is committed to being an equal opportunities employer, ensuring that all employees, prospective employees and clients are treated fairly and with respect and integrity. Please let us know if you require any reasonable adjustments at any point in the application or interview process.

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Financial Lines Account Handler/ Technician employer: Oneglobal Broking

Oneglobal is an exceptional employer, offering a vibrant and inclusive work culture that prioritises employee growth and development. Based in London, our Financial Lines Account Handler/Technician role provides the opportunity to engage with a diverse range of international clients while working collaboratively within a supportive team environment. We are committed to fostering talent and ensuring that every employee's contributions are valued as we strive towards our ambitious goals in the commercial insurance sector.
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Contact Detail:

Oneglobal Broking Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Lines Account Handler/ Technician

✨Tip Number 1

Familiarise yourself with the latest trends and developments in the Financial Lines sector. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews, showcasing your passion and knowledge.

✨Tip Number 2

Network with professionals in the insurance and reinsurance industry, especially those who work in similar roles. Attend industry events or join relevant online forums to build connections that could provide insights or even referrals for the position.

✨Tip Number 3

Research Oneglobal thoroughly, including their values, mission, and recent news. Understanding their approach to broking and client service will enable you to tailor your discussions and demonstrate how you align with their goals during the interview process.

✨Tip Number 4

Prepare specific examples from your past experience that highlight your technical skills and ability to handle client queries effectively. Being able to articulate these experiences clearly will help you stand out as a strong candidate for the role.

We think you need these skills to ace Financial Lines Account Handler/ Technician

Intermediate knowledge of the (re)insurance market
Technical support skills
Document preparation and slip production
Attention to detail
Client liaison and relationship management
Understanding of global market dynamics
Organisational skills
Ability to prioritise and multi-task
Sound technical knowledge of Financial Lines business
Experience with Non-Marine classes of business
CII qualification or working towards it
Proficiency in Microsoft Excel
Good communication and interpersonal skills
Ability to work under pressure and meet deadlines

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Financial Lines Account Handler/Technician position. Tailor your application to highlight relevant experience and skills that align with the job description.

Highlight Relevant Experience: In your CV and cover letter, emphasise any previous roles in technical support or account management within the (re)insurance market. Mention specific examples where you provided excellent client service or handled Financial Lines business.

Showcase Your Skills: Demonstrate your knowledge of global market dynamics and your proficiency in Microsoft Excel. Include any qualifications, such as CII, or mention if you are working towards them, as this will strengthen your application.

Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss why you want to join Oneglobal and how your skills and experiences make you a great fit for their team.

How to prepare for a job interview at Oneglobal Broking

✨Know Your Financial Lines

Make sure you brush up on your knowledge of Financial Lines insurance. Be prepared to discuss specific products and how they function within the broader context of the (re)insurance market. This will show your technical expertise and passion for the role.

✨Demonstrate Client-Centric Thinking

Oneglobal places a strong emphasis on client satisfaction. Prepare examples from your past experiences where you successfully addressed client needs or resolved issues. This will highlight your ability to provide excellent service in a fast-paced environment.

✨Showcase Your Team Spirit

As a team player, it's important to convey your willingness to collaborate with colleagues. Share instances where you worked effectively in a team setting, especially in high-pressure situations, to demonstrate your adaptability and supportiveness.

✨Familiarise Yourself with Broking Systems

Since the role involves using various broking systems and portals, it would be beneficial to familiarise yourself with tools like XIS Insurance Portal and IMR. Mentioning your experience or willingness to learn these systems can set you apart as a proactive candidate.

Financial Lines Account Handler/ Technician
Oneglobal Broking
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