Marsh & McLennan Corporate Account Handler in Bradford, United Kingdom

Corporate Account Handler – Jelf - Bradford

Job Purpose: To provide an efficient service in implementation, service and maintenance of the clients insurance programme.

Key Tasks and Responsibilities:

As detailed below, always conforming to procedures laid down by Jelf maintaining confidentiality and security of information throughout.

  1. General Business
  • Prepare documentation, invoices, broking submissions, client registers and all other administration as required in a manner that complies with business procedures

  • Instruct markets and confirm in writing

  • To prioritise workload and client requests

  • Ensure all business is placed with approved insurers/markets.

  • Receive and act promptly on instructions from Account Director/ Clients. Ensure all instructions are correctly documented.

  • Maintain a cover note and reminder diary.

  • Ensure avoidance of Errors & Omissions claims.

  • Assist in the identification and development of profitable sales opportunities.

  • Promote key additional covers/services in line with Jelf service offerings.

  • Ensure client files are maintained and kept up to date and contain such information as to enable colleagues to ascertain covers in force and to follow course of events.

  • Assist in the achievement of the business plan and budget.

  • Confirm cover to clients in writing as soon as possible.

  • Ensure correct creation and maintenance of all records of all business transacted, both on paper and electronically.

  • Ensure all client/insurer conversations are recorded.

  • Deal with any complaints promptly and fairly in accordance with our complaints handling procedure.

  • Adhere at all times to Jelf Code of Ethics.


  1. Financial Performance
  • Ensure timely debiting of all renewals and adjustments including adherence to Premium Funding procedures

  • Work with Account Director to ensure premiums collected within terms of credit.

  • Be aware and ensure Account Director is aware of any credit control issues.

3. Insurers

  • Develop and maintain good ongoing relationships with Insurers.

  • Continually develop and share knowledge of market players and capacity.

4. Clients

  • Always put the interests of clients first and treat them fairly.

  • Work to the requirements of agreed service levels for all clients.

  • Develop and maintain good ongoing relationship with clients

  • Understand the clients business risks and implement any agreed risk management solutions.

  • Liaise with the clients and markets to collect client insurance data.

  • Contribute to the clients insurance programme strategy.

  • Ensure Account Director is advised of all significant factors and developments affecting client’s insurance programme.

5. Administration

  • Ensure compliance with FCA procedures and those of any other external regulatory body.

  • Comply with all relevant legislative requirements.

6. Initiatives

  • Attend internal meetings and contribute to issues discussed.

  • Undertake any reasonable task requested by the Team Manager or other senior official of the Company

About Jelf

Jelf is a specialist broker providing Commercial/Corporate insurance to small, medium and large sized businesses, with insurance policies provided by some of the best known insurers around.

Jelf offers competitive salaries, comprehensive benefits and programs including: health and welfare, tuition assistance, pension, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. The successful candidate will also have the opportunity to work towards their CII qualifications, which will be fully sponsored by Jelf.