Broker Onboarding Associate

3 days ago

London, UK, United Kingdom myGwork Full time

This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community.

General Job description and person specification Job Title: Broker Onboarding Associate Division: Compliance Reports To: As per Beazley’s organisation chart Job Summary: To assist the team in maintaining efficient broker on-boarding processes and providing customer service to clients. Key Responsibilities: Broker Onboarding Support Management Receive and process requests for onboarding of new brokers, utilising relationships with external service providers Ensure all onboarding requests issued to external service providers have all the required documentation needed Create, submit, receive, amend and store documentation, specific for each legal entity Attend team meetings with the wider broker onboarding team across the group. Generate MI for the work performed in the month, for presentation to Compliance team Serve as the technical lead for the broker onboarding administration process Ensure capacity, workflow, training requirements and development requirements are highlighted to line management Referral of technical queries to relevant stakeholders Management of broker onboarding email inboxes Support the wider Compliance team as required. Broker/Client Interaction Provide a professional service to brokers in writing, email and telephone. Maintain and develop key relationships including brokers, underwriters, outsource providers and internal clients, responding to client queries in an accurate and timely fashion. Attend client meetings as required. General It is important that within all your interactions both internally and externally you adhere Beazley’s core values - Being Bold, Striving for Better, and Doing the Right Thing as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers. We also expect Beazley employees to: Comply with Beazley procedures, policies and regulations, including the code of conduct. Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or via the learning management system. Display business ethics that uphold the interests of all our customers. Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs. Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley’s underwriting control standards, Beazley’s claims control standards, other Beazley standards and customer relationship management. Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups. Personal Specification: Education and Qualifications Educated to A-Level (or equivalent) standard Skills and Abilities Computer skills – good working knowledge of MS Office, well developed spreadsheet skills and the ability to learn new software packages Able to communicate effectively with others, both verbally and in writing The ability to manage time, meet deadlines and prioritise Additional languages of French or German desirable Knowledge and Experience Administrative experience, preferably within the insurance, legal or financial services sectors desirable Proven background in accurate, high volume date entry desirable Insurance and / or legal experience advantageous Aptitude and Disposition Outcome focussed, self-motivated, flexible and enthusiastic Professional approach to successfully interact with managers/colleagues/external suppliers Process driven Attention to detail Inquisitive Competencies Initiative Detail orientated Time management Relationship building Communication skills

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