Broker Onboarding Associate

at  Beazley Management Limited

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.

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.