We are looking for an experienced broking technician to join our corporate team in Norwich.
THIS VACANCY IS NOW CLOSED
Reporting to: Director
Working hours: Full Time - working Monday to Friday 9am to 5pm (30 minutes unpaid for lunch)
Key Responsibilities:
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Work Planning – Demonstrate the ability to plan and organise effectively in order to meet deadlines. Successfully manage workload and priorities, assess when additional support may be required and request from a manager or director.
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Ensure all documents and correspondence are attached into the company system
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Attain cross-sell/up-sell on policies
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Check new policy documentation for accuracy and forward to clients or liaise with insurers
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Negotiating and inviting renewal of allocated client policies
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Ensuring all client records reflect the current risk-on-cover at all times, including accuracy of sums insured, perils, excesses, extensions and exclusions
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Provide administration support for account executives as and when required in obtaining new business quotations and arranging cover
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Process mid-term adjustments and quarterly declarations
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Deal with clients’ day-to-day enquiries, responding promptly and managing expectations.
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Refer to relevant account executive, broking technician/account handler and director for any technical queries
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Provide support to team members to ensure client needs are met, particularly during peak periods or in times of holiday/absence.
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Maintain an effective diary system
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Ensure cover notes are issued where appropriate
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Create pre-renewal register for clients review as requested
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Liaise with Claims department over claims queries/reports
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Create all invoices and relevant credit notes for new business, renewals, mid-term adjustments etc., in line with the broking manual
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Action meeting minutes from account executives, updating the system accordingly.
Additional Responsibilities
- Ensure a high level of customer service is achieved
- Maintain work states, entering accurate information as required
- Complete any reasonable request made of you by a manager or director
Requirements
- At least 2 years’ insurance experience
- To have completed core competencies within 6 months of joining and maintain up to date as required
- Excellent communication and organisational skills
- Good IT skills are essential
- Ideally, the successful candidate will hold the Cert CII qualification or be working towards it.