ROLE PURPOSE: Supports their Team to deliver an excellent and comprehensive service in the administration of new business, renewal and mid-term changes so that customers’ needs are best satisfied through suitable cover and pricing.
KEY ACCOUNTABILITIES:
Planning/Reporting: • Works with minimal guidance to organise own work activities to ensure that personal and Team objectives are achieved • Meets agreed targets • Participates in team meetings as required, reporting on business progress within their area of expertise • Manages assigned projects and contributes to other project as required • Provides relevant management information to senior managers
Technical: • Reviews client documentation to ensure that information presented is sufficiently comprehensive/accurate to support the quoting process • Collates and communicates client requirements to ensure appropriate marketing of the risk • Prepares or checks market presentations • Liaises with clients and ensures client queries are resolved • Responds to market and third party queries as appropriate • Is aware of, and satisfies, territory, tax and legislation requirements • Produces high quality and compliant market documentation ensuring appropriate authorisations are secured • Plans the most appropriate solution for the client’s demands and needs • Takes responsibility for data entry, credit control and chasing subjectivities where required • Liaises with support technicians and IBA as required • Ensures up to date records are maintained at all times on the Company system • Knows when to seek guidance from senior members of the team The job holder may be asked to undertake the following additional responsibilities, as applicable, should they work in a team with no dedicated broking resource: • Negotiates with underwriters to place insurance that balances quality, coverage and price
Policy, Process and Procedures: • Works within agreed parameters and uses relevant systems to ensure documentation/communications adhere to company procedure/compliance requirements and provide an adequate audit trail • Processes data promptly and accurately on relevant systems in order to support and improve high levels of client service/internal process execution and to facilitate informed analysis • Maintains appropriate client files, and oversees the prompt and accurate production of documentation to best meet client, company and regulatory requirements • Ensures appropriate due diligence/sanctions checks are conducted in line with company procedures • Adheres to company policies and procedures and obtains necessary authorisations at appropriate points in the process
Environment, Customer Focus and Relationships: • Builds and maintains strong relationships with internal stakeholders and external contacts to ensure service delivery meets expectations and is compliant • Provides support and assistance to senior colleagues and/or their clients on request • Deals with, or refers, client enquiries, renewals and mid-term adjustments • Develops strong relationships with immediate Team and the wider Business Unit • Solicits advice and guidance, when appropriate, from their line manager • Behaves with all clients fairly and ethically • Shares information that could be beneficial to the Operating Entity/Group