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