Broker Technician
2 weeks ago
Exciting opportunity for confident broker/tec to move into political risk from any other class. You will work closely with the broker and have plenty of liaison with brokers, clients and underwriters. This is a fast moving environment:
Amongst a variety of other tasks you will be involved in:
- Monitoring of Policies via Action Point system
- Policy premium calculations - Requesting figures from Clients, Reviewing or producing excel spreadsheet
- Drafting Policy Endorsements (expiry, semi-annual premium adjustments)
- Liaising with the client to obtain firm order to bind
- Binding Endorsements with company Insurers / PPL
- Cover Bound Endorsement
- Raising worksheets
- Updating Policy files
- Sending Invoices to the client
- Chasing overdue premiums, liaising with accounts department, amending SDD
- General Broker support
- Pipeline (revenue report) maintenance in Excel
You will need min 2 years experience, strong excel and PPL Knowledge
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