Insurance Technician

Key Responsibilities:

• Collaborate with senior team members to set and prioritise key objectives, optimally leading workload to ensure both personal and team goals are met.

• Consistently meet agreed performance targets and deadlines.

• Lead assigned projects and supply to other team projects as the need arises, ensuring successful completion.

• Provide accurate and timely management information to the Team Leader as needed.

• Assist in the preparation of detailed client and broking documentation, ensuring accuracy and compliance.

• Process slips, quotes, indications, and endorsements efficiently, maintaining high standards of accuracy.

• Perform technical duties, including data entry, credit control, and follow-up on subjectivities, with precision.

• Stay informed of regulatory and legal changes that impact the role, ensuring compliance.

• Maintain up-to-date and accurate records on the company's systems at all times.

• Respond promptly and appropriately to urgent issues as they arise, providing effective solutions.

• Interpret and implement instructions and issues in line with company policies and procedures.

• Build and maintain positive relationships with Business Units, encouraging teamwork.

• Handle incoming enquiries from clients, insurers, and third parties, ensuring a professional and timely response.

• Handle client renewals and mid-term adjustments as required, delivering high-quality service.

• Share valuable information that could benefit the Operating Entity or Group.

• Remain up-to-date with industry, legal, and regulatory developments to ensure high standards of practice and output.

Skills & Attributes:

• Proficient in IT skills, including Microsoft Word, Excel, and PowerPoint.

• Capable of undertaking and demonstrating competence in technical training as required by industry regulations.

• Developing technical expertise in allocated business lines (not crucial for recruitment but will grow with experience).

• Prior experience in insurance or a customer-facing environment is preferred.

• - Strong attention to detail with the ability to produce accurate and well-documented work.

• Ability to work optimally within a team and provide mentorship to less expert colleagues.

• Excellent verbal and written communication skills, with the confidence to engage with team members and stakeholders.

Qualifications

• GCSE’s (or equivalent) including English and Maths essential

• A level Grade A-C (or equivalent)