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- Tasks: Support brokers in placing and servicing Financial Lines insurance policies.
- Company: Leading London Market insurance broker with a focus on professional development.
- Benefits: Competitive salary, career growth opportunities, and a collaborative work environment.
- Why this job: Join a dynamic team and make an impact in the insurance industry.
- Qualifications: Experience in Financial Lines or a strong willingness to learn.
- Other info: Work with market specialists and gain invaluable industry insights.
The predicted salary is between 36000 - 60000 £ per year.
A London Market insurance broker is seeking a Professional & Financial Lines Technician to provide high-quality technical and premium processing support to its Professional & Financial Lines Broking team. This role will support the placement and servicing of Financial Lines insurance risks, ensuring accuracy, compliance, and delivery of a high standard of service to both clients and insurers.
Key Responsibilities
- Support brokers in the placement and servicing of Financial Lines policies, including D&O, PI, Crime and Cyber.
- Prepare, process, and issue insurance documentation including Quotations, MRCs, Endorsements, Debit Notes, and Credit Notes.
- Ensure all documentation complies with FCA, internal, and London Market requirements.
- Process premiums, APs and RPs in line with agreed terms and market procedures.
- Liaise with clients, insurers, and finance teams to resolve premium and accounting queries.
- Assist with the production and processing of bordereaux where applicable.
- Maintain accurate records of placements, premiums, and bordereaux.
- Support compliance requirements under the AR framework and internal standards.
- Assist with reporting and data analysis to support management and board updates.
Candidate Profile
- Prior experience as a Financial Lines Technician within the London Market.
- Understanding of Financial Lines products (D&O, Professional Indemnity, Crime, Cyber), or a strong willingness to develop technical expertise.
- Familiarity with London Market processes and documentation.
- Experience using broking systems (e.g. Whitespace or similar platforms).
- Excellent attention to detail and strong organisational skills.
- Proactive, collaborative team player with high professional standards and integrity.
As true market specialists we work in partnership with our candidates and clients, delivering unrivalled market knowledge and insight. Driven by our passion to become the partner of choice we offer tailored advice and guidance.
Professional & Financial Lines Technician employer: Harrison Holgate
Contact Detail:
Harrison Holgate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Professional & Financial Lines Technician
✨Tip Number 1
Network like a pro! Reach out to your connections in the London Market and let them know you're on the hunt for a Professional & Financial Lines Technician role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of D&O, PI, Crime, and Cyber insurance. We want you to be able to chat confidently about these products and show off your understanding of the market processes.
✨Tip Number 3
Don’t forget to showcase your attention to detail! When you get the chance to meet with potential employers, highlight your organisational skills and how they’ve helped you maintain compliance and accuracy in your previous roles.
✨Tip Number 4
Apply through our website! We’re here to help you land that dream job, so make sure you take advantage of our resources and support. Plus, it’s a great way to stay updated on the latest opportunities in the market.
We think you need these skills to ace Professional & Financial Lines Technician
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Financial Lines and any relevant skills. We want to see how your background aligns with the role, so don’t be shy about showcasing your expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the high standards we uphold.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Harrison Holgate
✨Know Your Financial Lines Inside Out
Make sure you brush up on your knowledge of Financial Lines products like D&O, Professional Indemnity, Crime, and Cyber. Being able to discuss these confidently will show that you're not just familiar with the terms but also understand their implications in the market.
✨Familiarise Yourself with London Market Processes
Before the interview, take some time to research the specific processes and documentation used in the London Market. This includes understanding how to prepare and process insurance documentation like Quotations and MRCs. It’ll help you answer questions more effectively and demonstrate your readiness for the role.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, be prepared to discuss examples from your past experience where your attention to detail made a difference. Whether it’s ensuring compliance with FCA regulations or maintaining accurate records, having concrete examples will strengthen your case.
✨Be Ready to Discuss Team Collaboration
This position involves liaising with clients, insurers, and finance teams, so be ready to talk about your experience working in a team environment. Highlight instances where you’ve successfully collaborated to resolve issues or improve processes, as this will show you’re a proactive team player.