RESPONSIBILITIES

• Working closely with the Client Executive on the day-to-day servicing of client accounts• Applying insurance knowledge and principles to day-to-day work queries, including standard policy wording, extensions and limitations• Maintaining a general understanding of underwriting, claims and broking processes, and awareness of the different distribution channels• Acting as a point of reference with insurers and handling negotiations• Working collaboratively with the team to write, renew and service clients through the full end-to-end broking process• Using client applications accurately and as defined by the business, including invoicing and maintaining data quality• Spotting opportunities to meet client needs with other services and products, and passing these to internal colleagues• Building positive working relationships with internal colleagues and teams• Always working to the business's operational standards, policies and processes• Applying the business's client journey and service approach, and demonstrating its values in your behaviour with all stakeholders• Maintaining your own learning and CPD

DAY-TO-DAY

• Supporting Client Executives with the servicing of corporate client accounts• Dealing with insurers and supporting negotiations on behalf of clients• Keeping client records, invoicing and data accurate on the client system• Working as part of a collaborative team across the broking process, from placing business through to renewal• Looking for ways to add value for clients through additional services and products

EXPERIENCE

• Cert CII qualified or working towards it• Sound technical knowledge of the insurance industry, with solid grounding in commercial insurance• Working knowledge of broking processes and regulatory standards, including up-to-date knowledge of FCA compliance rules• Competent user of insurance client systems; Acturis is an advantage