Broker Technician - Credit and Political Risk
other jobs HFG
Added before 12 hours
- England,London,City of London
- Full Time, Permanent
- Salary negotiable
Job Description:
Broker Technician - Credit and Political Violence
City of London - Hybrid
Core Duties and Responsibilities
*Monitoring policies through the Action Point system
*Calculating policy premiums, including requesting figures from clients and reviewing or producing Excel spreadsheets
*Drafting policy endorsements, including expiry and semi-annual premium adjustments
*Binding endorsements with company insurers
*Preparing cover bound emails
*Raising worksheets
*Updating policy files
*Managing files, including email and document management
*Uploading documents to extranet libraries
*Uploading emails to the EAC system and applying relevant tags
*Preparing Acceptance Checklist files
*Preparing files for AC Surgery and submitting them accordingly
*Chasing overdue premiums, liaising with the accounts department, and amending SDDs
*Providing general broker support
*Maintaining pipeline (revenue report) data in Excel
*Maintaining and applying PPL knowledge
Anticipated Support Duties
Skills and Competencies
*Intermediate to advanced proficiency in MS Excel, with strong numerical ability
*Excellent attention to detail and proven record-keeping skills within a systems-focused environment
*Tenacious, resilient, motivated, and ambitious
*Confident interacting with senior management and stakeholders
*Able to use initiative and manage multiple challenges effectively
*Comfortable interacting with clients daily to handle general enquiries
*Strong planning and organisational skills, with the ability to prioritise workloads effectively
*Driven to meet tight deadlines
*Committed to producing accurate, high-quality, and professional work
*Adaptable, with the ability to respond positively to change and pressure
City of London - Hybrid
Core Duties and Responsibilities
*Monitoring policies through the Action Point system
*Calculating policy premiums, including requesting figures from clients and reviewing or producing Excel spreadsheets
*Drafting policy endorsements, including expiry and semi-annual premium adjustments
*Binding endorsements with company insurers
*Preparing cover bound emails
*Raising worksheets
*Updating policy files
*Managing files, including email and document management
*Uploading documents to extranet libraries
*Uploading emails to the EAC system and applying relevant tags
*Preparing Acceptance Checklist files
*Preparing files for AC Surgery and submitting them accordingly
*Chasing overdue premiums, liaising with the accounts department, and amending SDDs
*Providing general broker support
*Maintaining pipeline (revenue report) data in Excel
*Maintaining and applying PPL knowledge
Anticipated Support Duties
Skills and Competencies
*Intermediate to advanced proficiency in MS Excel, with strong numerical ability
*Excellent attention to detail and proven record-keeping skills within a systems-focused environment
*Tenacious, resilient, motivated, and ambitious
*Confident interacting with senior management and stakeholders
*Able to use initiative and manage multiple challenges effectively
*Comfortable interacting with clients daily to handle general enquiries
*Strong planning and organisational skills, with the ability to prioritise workloads effectively
*Driven to meet tight deadlines
*Committed to producing accurate, high-quality, and professional work
*Adaptable, with the ability to respond positively to change and pressure
Job number 3731891
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Company Details:
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