Insurance Broker/technician
4 weeks ago
Career orientated Broker/Technician within Marine
**Responsibilities**
- Assisting Senior Broker/Producers with the building of new business portfolio
- Attending client meetings and conferences as appropriate
- Regular feedback to senior brokers and divisional management in respect of ongoing accounts and market conditions
- Making payment to XIS using XMP/repository under terms of trade and reconciling accounts, keeping accurate records
- Sending out quotes on request and dealing with related enquiries
- Producing documentation including cover notes, debit notes, slips, letters, and correspondence
- Entering data onto Global system and setting up files ensuring all relevant documentation included
- Preparing and checking slips and endorsements
- Chasing and monitoring premiums under terms of trade
- Liaising with clients to include requesting information and chasing for outstanding funds.
- Obtaining wording signings
- Dealing with queries from Brokers and clients and escalating where appropriate to ensure timely and efficient resolution.
- Arranging extensions to terms of trade
- Producing statistics as required
- Training, coaching and checking the work of junior team members.
- Acting as point of contact for specific accounts with Broker / Producer
- Following instructions from Technical Manager accurately and efficiently
- Ensuring compliance with FCA Guidelines and Group rules and procedures, including maintaining accurate records
- Escalation of issues to senior broker or head of division as appropriate
- Market Environment
- Proactively expanding awareness of market, industry and business class through networking and reading appropriate articles/publications
You will need:
Educated to A'Level or equivalent standard with at least 2 years practical experience within Marine
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