Insurance Underwriter Liaison
1 month ago
About the Role
We are seeking a skilled Insurance Underwriter Liaison to join our Client Finance Operations team. This role offers the chance to work in a dynamic and growing business, enhancing insurer relationships, ensuring service excellence, and contributing to delivering high-quality outcomes.
The successful candidate will be responsible for providing outstanding service to both internal and external clients by acting as a key liaison for clients and insurance underwriters, fostering stronger relationships, and driving process improvements for mutual benefit. They will also collaborate with clients, insurance underwriters, and brokers to manage account reconciliations and secure funds, while maintaining efficiency in a fast-paced environment.
Responsibilities
- Act as a key liaison between clients, insurance underwriters, and brokers to foster stronger relationships and drive process improvements.
- Manage account reconciliations and secure funds by collaborating with clients, insurance underwriters, and brokers.
- Ensure timely premium payments to insurance underwriters within established deadlines.
Requirements
- A background in finance or client finance operations.
- Strong knowledge of insurance broking accounts and FSA client money rules.
- Proficiency in Microsoft Office Suite, particularly Excel, and familiarity with industry software such as Power BI, Brokersure BE/EA, and A4B.
- Strong numerical and analytical skills, with the ability to interpret financial data and facilitate decision-making.
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