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Financial Institutions Specialist
2 months ago
Bartlett Group is seeking a highly motivated and ambitious Graduate with professional services industry experience to join their Financial Institutions Insurance division.
The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the person liability of senior management. This involves arranging Professional Indemnity, Management Liability, Crime and Cyber insurance for companies operating in the investment management and wider financial services sector.
Our client base includes primarily investment managers, hedge funds, private equity houses, corporate financiers and stockbrokers managing assets (typically £1bn+) for global investors. Our primary points of contacts are head of finance, head of legal or partners/directors (highly sophisticated and professional individuals).
Key Responsibilities- Autonomously managing SME client relationships and accounts while providing the highest standard of service.
- Supporting and working collegiately alongside Account Executives on more complex client relationships and accounts.
- Reviewing client underwriting information and conducting detailed due diligence to fully understand their business and insurance requirements.
- Learning how to broker to the London/Lloyd's financial institutions insurance market and negotiate the best available insurance terms for clients.
- Developing your technical knowledge of the financial institutions sector, financial lines insurance products, and the insurance market.
- Preparing policy documentation and information documents for clients.
You will be surrounded by, and learn from, a team of experienced finance, insurance and legal professionals and develop valuable skills, financial institution knowledge and insurance expertise.
You will also have the opportunity to gain professional qualifications with the Chartered Institute of Insurance ("CII") as a member of the "Bartlett Academy" training programme.
What We OfferYou will be rewarded with a competitive salary and benefits package including an best in class employee wellbeing annual allowance to spend on a variety of wellbeing benefits, private healthcare, generous holiday allowance and much more.
Bartlett Group is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
We are dedicated to securing top-tier talent for our team, prioritising an exceptional candidate experience. We prefer direct engagement with candidates and do not require additional agency support for this role.
