Trainee Underwriter

Optima Recruitment
Closing date
13 Jul 2022

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Contract Type
Full Time
Our very well established client operates in the Insurance Sector and due to expansion are looking for a Trainee Underwriter to support their underwriting team. For the right individual training and potential career progression will be provided.

What you will be doing:
  • Delivering relevant insurance products, underwriting systems and underwriting guidelines
  • Delivering appropriate management information as required
  • Contributing to team activity in line with business plans and budgets
  • Liaising with clients, brokers and insurers in terms of coverage and pricing as required
  • Setting up the appropriate files and keeping up to date
  • Reviewing completed presentations and providing feedback to clients and underwriters as necessary
  • Completing check and rating sheets for submission to underwriters
  • Reviewing all quotes received from underwriters and passing these to clients with appropriate commentary
  • Processing orders including policy production and invoicing
  • Answering phone calls and emails within agreed authority limits
  • Adhere to compliance and regulatory procedures

Person Specification:
  • Ability to manage own and others' time and workloads effectively and efficiently
  • Ability to build relationships with colleagues and external clients, brokers and insurers
  • Ability to understand and implement 'best practice' in client service, compliance systems and processes, and financial management
  • Appropriate knowledge of all classes of business
  • Working knowledge of products offering cross-selling opportunities
  • Ability to communicate effectively (orally and in writing) at a senior level with clients and markets
  • Ability to understand, develop, implement and report on agreed plans and budgets

Additional Information:
  • Based in Leatherhead
  • £18,000 - £22,000 (depending upon experience)
  • Monday - Friday, 9am - 5pm
  • 20 days holiday plus bank holidays (increasing to 25 with service)
  • Opportunity to take professional qualifications
  • Workplace pension
  • Full training / study support provided

We appreciate the time you took to apply for this vacancy, however due to the high level of applications that we receive, we can only respond to successful candidates. In the meantime, please check out our website to read more about our company and privacy policy.

Optima Recruitment specialists in Permanent & Temporary Recruitment, including; Administration, Secretarial & PA, Accounts & Finance, Graduate Opportunities, Human Resources, Recruitment Consultancy, Sales & Marketing, Customer Service and Legal.

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