At a Glance
- Tasks: Monitor policies, calculate premiums, and draft endorsements in a dynamic environment.
- Company: Join a leading broker firm in the heart of London with a hybrid work model.
- Benefits: Enjoy competitive pay, flexible working options, and opportunities for professional growth.
- Other info: Great chance to develop your career in a fast-paced, supportive atmosphere.
- Why this job: Be part of a team that supports clients and makes a real difference in risk management.
- Qualifications: Proficiency in MS Excel and strong numerical skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
City of London - Hybrid
Core Duties and Responsibilities
- Monitoring policies through the Action Point system
- Calculating policy premiums, including requesting figures from clients and reviewing or producing Excel spreadsheets
- Drafting policy endorsements, including expiry and semi-annual premium adjustments
- Binding endorsements with company insurers
- Preparing cover bound emails
- Raising worksheets
- Updating policy files
- Managing files, including email and document management
- Uploading documents to extranet libraries
- Uploading emails to the EAC system and applying relevant tags
- Preparing Acceptance Checklist files
- Preparing files for AC Surgery and submitting them accordingly
- Chasing overdue premiums, liaising with the accounts department, and amending SDDs
- Providing general broker support
- Maintaining pipeline (revenue report) data in Excel
- Maintaining and applying PPL knowledge
Skills and Competencies
- Intermediate to advanced proficiency in MS Excel, with strong numerical ability
- Excellent communication skills
Broker Technician - Credit and Political Risk employer: High Finance Limited
As a Broker Technician in the heart of the City of London, you will thrive in a dynamic and supportive work environment that champions professional growth and development. Our hybrid work model promotes a healthy work-life balance, while our commitment to employee well-being ensures you have access to comprehensive benefits and opportunities for advancement. Join us to be part of a collaborative team that values innovation and excellence in the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Broker Technician - Credit and Political Risk
✨Tip Number 1
Get your Excel skills sharp! Since the role involves a lot of number crunching and spreadsheet work, brush up on your Excel abilities. We can help you find resources to master those formulas and functions.
✨Tip Number 2
Network like a pro! Connect with professionals in the insurance and broking industry. Attend events or join online forums where you can chat about credit and political risk. We can guide you on how to make those connections count.
✨Tip Number 3
Practice your communication skills! You’ll need to liaise with clients and insurers, so being clear and concise is key. We suggest doing mock interviews or role-playing scenarios to get comfortable.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’ve got tips on how to stand out during the interview process, so don’t miss out!
We think you need these skills to ace Broker Technician - Credit and Political Risk
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Broker Technician role. Highlight your experience with Excel and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Share specific examples of your past experiences that relate to the core duties listed in the job description.
Show Off Your Excel Skills:Since this role requires intermediate to advanced proficiency in MS Excel, don’t forget to mention any relevant projects or tasks where you've used Excel effectively. We love seeing those numerical abilities in action!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at High Finance Limited
✨Know Your Numbers
Since the role involves a lot of numerical tasks, brush up on your Excel skills. Be prepared to discuss how you've used Excel in previous roles, especially for calculating premiums or managing data. Maybe even bring a sample spreadsheet to showcase your abilities!
✨Understand the Industry
Familiarise yourself with credit and political risk concepts. Research recent trends or news in the industry that could impact the role. This shows your genuine interest and helps you engage in meaningful conversations during the interview.
✨Be Organised
The job requires managing multiple files and documents. During the interview, demonstrate your organisational skills by discussing how you keep track of important documents and deadlines. You might even want to share a system that works for you!
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to broker support and policy management. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values. Plus, it gives you a chance to shine!
