Supports the Team to deliver an excellent and comprehensive service in the administration of new business, renewal and mid-term changes so that customers’ needs are best satisfied through suitable cover and pricing.
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Works with minimal mentorship to prioritise own work activities to ensure that personal and Team objectives are achieved
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Participates in team meetings as required, reporting on business progress within their area of expertise
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Handles assigned projects and supplies to other project as required
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Provides relevant management information to senior managers
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Reviews client documentation to ensure that information presented is sufficiently comprehensive/accurate to support the quoting process
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Collates and communicates client requirements to ensure appropriate marketing of the risk
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Prepares or checks market presentations
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Liaises with clients and ensures client queries are resolved
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Responds to market and third party queries as appropriate
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Is aware of, and satisfies, territory, tax and legislation requirements
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Produces high quality and compliant market documentation ensuring appropriate authorisations are secured
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Plans the most appropriate solution for the client’s demands and needs
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Takes ownership for data entry, credit control and chasing subjectivities where required
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Liaises with support technicians and IBA as required
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Ensures up to date records are maintained at all times on the Company system
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Works within agreed parameters and uses relevant systems to ensure documentation/communications adhere to company procedure/compliance requirements and provide an adequate audit trail
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Processes data promptly and accurately on relevant systems in order to support and improve high levels of client service/internal process execution and to facilitate informed analysis
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Maintains appropriate client files, and oversees the prompt and accurate production of documentation to best meet client, company and regulatory requirements
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Ensures appropriate due diligence/sanctions checks are conducted in line with company procedures
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Adheres to company policies and procedures and obtains necessary authorisations at appropriate points in the process
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Actively undertakes personal development to ensure up to date knowledge and understanding of best practice
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Remains aware of external, industry, legal and regulatory developments etc. to ensure practice and outputs are of a sufficiently high standard
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Keeps informed of all legal and regulatory developments relevant to the Operating Entity/Group
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Understands general and legal principles of insurance
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Understands the relevant regulatory and legal frameworks
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Knowledge of the market including an awareness of competitors, specific territory knowledge, cultural awareness
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Relevant product(s) knowledge is required
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Relevant experience in an account handling or technical role is desirable
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Good understanding of Team objectives and how own role contributes to these
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Specific systems knowledge relevant to role
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Good communication and social skills
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Able to work independently and use initiative
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Fexibly to achieve tight deadlines/targets with good organisation skills
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Analytical and able to solve problems
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An attention to detail and willingness to learn
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Calm and resilient under pressure
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Able to positively react to change
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Is a great teammate, networks and able to build balanced relationships
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Able to build sustainable working relationships
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Able to train junior members of the team on specific system/process tasks