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We're Hiring a Scheme Account Handler in our City Office

We're Hiring a Scheme Account Handler in our City Office

Are you looking for a customed focused, proactive insurance sales role with an energetic team in the heart of the City?

Well, look no further! Marketline are looking for a Scheme Account Handler to join their well established team, servicing and administering the insurance portfolios of clients, with 2 years minimum experience in Insurance and Opengi.


The role is based in our London office, near Bank.

The Duties of the Role

  1. To service and administer the insurance portfolios of clients in a timely, professional and cost-effective manner

  2. To help maintain the company’s income by retaining existing clients

  3. To produce new business from referrals and proactive sales activity

Successful Outcomes within the next 12/24 months
(to form part of MyPlan objectives)

  • Identify and pursue opportunities to cross-sell appropriate products and services to existing clients
  • To cultivate recommendations and referrals from existing clients
  • Establish strong relationships with potential clients, influencers and suppliers
  • Correctly assess clients’ and prospective clients’ demands and needs and recommend appropriate products wherever possible
  • Administer the insurance portfolios of allocated clients in a timely, professional and cost-effective manner
  • Provide administrative support to Managers, Directors and other members of the team
  • Develop and maintain good working relationships with clients, colleagues, insurers and other suppliers
  • Immediately advise your Manager of any problem, issue or request which falls outside your authority, level of experience or knowledge, or which could in any way detract from your ability to achieve your work objectives
  • Undertake any additional duties which have been specifically assigned to you and/or may be reasonably requested by your Manager or the Directors

The Ideal Candidate

You will need to extensively liaise with clients, often in conditions where urgent action is required.

The ideal candidate would have the following skills:

  • Efficiency - able to produce significant output with minimal wasted effort.
  • Honesty/integrity - does not cut corners ethically. Earns trust and maintains confidences. Does what is right, not just what is politically expedient. Speaks plainly and truthfully.
  • Organization and planning - Plans, organizes, schedules, and budgets in an efficient, productive manner. Focuses on key priorities.
  • Aggressiveness - moves quickly and takes a forceful stand without being overly abrasive.
  • Follow-through on commitments - lives up to verbal and written agreements, regardless of personal cost.
  • Intelligence - learns quickly. Demonstrates ability to quickly and proficiently understand and absorb new in-formation.
  • Analytical skills - able to structure and process qualitative or quantitative data and draw insightful conclusions from it. Exhibits a probing mind and achieves penetrating insights.
  • Attention to detail - does not let important details slip through the cracks or derail a project.
  • Persistence - demonstrates tenacity and willingness to go the distance to get something done.
  • Proactivity - acts without being told what to do. Brings new ideas to the company
  • Flexibility/adaptability - adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
  • Calm under pressure - maintains stable performance when under heavy pressure or stress.
  • Creativity/innovation - generates new and innovative approaches to problems.
  • Enthusiasm - exhibits passion and excitement over work. Has a can-do attitude.
  • Work ethic - possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.
  • High standards - expects personal performance and team performance to be nothing short of the best.
  • Listening skills - lets others speak and seeks to understand their viewpoints.
  • Openness to criticism and ideas - often solicits feedback and reacts calmly to criticism or negative feedback.
  • Communication - speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including e-mail.
  • Teamwork - reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
  • Persuasion - able to convince others to pursue a course of action.



The deadline for application is 31st March 2020.

Does this sound like the right role for you? If so you can apply online below:

Apply online

Please apply online via our parent company site ( by hitting the apply button below:

Written by : Maddy Harris

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