To operate as an integral part of the companies commercial team handling business placed in the Lloyd’s and London Company Market on a Wholesale basis. The prime function of the jobholder is to assist in the development of a profitable and growing business.
To provide broking and administrative services to clients, confining advice and information to those areas in which the jobholder is deemed competent, otherwise seeking advice as appropriate including but not
Giving instructions to insurance providers
Checking policy documents (including endorsements) for accuracy prior to receipt by clients
To handle the invoicing of premiums due, maintaining effective credit control in respect of allocated clients where applicable.
To process correspondence, renewals, pre-renewal activity, quotations and computer input.
Ensuring that all post and diary activity is completed on a daily basis
Manage own files as per local procedures.
Manage and build relationships with Agents, Promoting a favourable image of the company
Negotiations with Insurers and Agents / producing Brokers
Preparation of both Insurer placing MRC Slips and endorsements and client documentation including re-marketing exercises
To assist in ensuring that all post and diary activity is completed daily in accordance with the local procedures and performance standards.
To assist in team performance by regular communication with colleagues and manager to establish and raise concerns and provide solutions.
To ensure compliance with local procedures, customer service standards and external compliance regulations, e.g. FSA and Lloyd’s
To undertake training in line with agreed objectives and keep up-to-date with technical, legal and market developments via use of e-learning, internal training and reading market related material.
To maintain & develop personal knowledge and skills through continued professional development as well as ongoing at desk training and ensuring that this is recorded in line with Training & Competency requirements