Responsible for the production of accurate client documentation (cover / debit / credit notes and account statements) Delegating tasks as required to junior member of the team.
Calculate client and market profit commissions
Prepare market slips and endorsements (MRC, Lineslip etc.)
Production of excel submissions to clients and market underwriters
Close liaison with Finance Manager
Ensure all risk and policy queries are communicated/logged and dealt with through the appropriate channels and responded to in a timely manner.
Responsibility for the diarizing and chasing of premium settlement, bordereaux submission, subjectivities, and warranties etc.
Resolve queries (from clients, underwriters or XIS)
Manage individual diary system
Respond to allocated mail promptly and monitor and stay abreast of wider enquiries
Troubleshoot where necessary
Check policy documents, (including endorsements) for accuracy prior to representation to clients
Ensure peer checking process is followed at all times.
Ensue policy documentation is issued on time and without errors.
Put up quotations both for new and renewal business to chosen panel of Underwriters
Take responsibility for ensuring documentation templates / policy wording remains upto date
Receive, log, issue and monitor Notice of Cover’s (NOCs)
Dispatch of documentation to clients within agreed timescales
Ensure all tasks are completed for month-end close.
Highlight any areas for improvement to process or service level agreements.
Required Knowledge, Skills, and Abilities
Key skills/attributes required:
Exceptional verbal and written communication skills coupled with an excellent telephone manner and interpersonal skills
A working knowledge of Lloyds’s and London market systems (desirable but not essential)
Advanced Excel skills highly desirable
Strong numerical and analytical ability
Self-motivated
Confidence in dealing with clients and external bodies
High level of attention to detail
Proven track record of continuous improvement and development of key processes/project work