At a Glance
- Tasks: Support the Distribution team in managing broker relationships and operational tasks.
- Company: Dynamic insurance syndicate with a focus on collaboration and innovation.
- Benefits: Gain valuable experience in the London Market insurance environment.
- Other info: Opportunity to improve processes and grow within a supportive team.
- Why this job: Be at the heart of broker relations and make a real impact in the industry.
- Qualifications: A-Level education and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
Provides administrative and operational support to the Distribution team within an insurance syndicate. The role focuses on the smooth running of broker relationship activity (including reporting, finance, governance, systems updates and coordination), enabling Relationship Managers to prioritise external engagement. The postholder will have a good understanding of the London Market insurance distribution environment, excellent attention to detail and a proactive, service-oriented approach.
Act as the operational point of contact for the Relationship Management team, coordinating day-to-day administration and ensuring tasks are progressed and tracked to completion.
- Maintain accurate broker records in relevant systems (e.g., CRM and internal trackers), including contact details, ownership, segmentation, visit logs, meeting notes and agreed actions.
- Coordinate onboarding and offboarding activities for brokers/partners as required (e.g., due diligence packs, internal introductions, distribution approvals workflow support, and maintenance of required documentation).
- Support planning and coordination of broker meetings, market visits and events (scheduling, agendas, papers, attendee lists, logistics and follow-up actions), ensuring appropriate records are retained.
- Produce and maintain management information for Distribution (e.g., relationship activity, broker contact coverage, meeting cadence, actions tracking, pipeline snapshots), ensuring data quality and timely delivery.
- Support budgeting, invoicing and monitoring of broker invoicing and agreements.
- Provide support to Distribution governance where required (e.g., preparing packs, circulating materials, taking minutes, maintaining decision logs and tracking actions through to closure).
- Maintain document control for Distribution materials (e.g., broker presentations, proposition documents, service levels, visit reports and templates).
- Liaise with internal stakeholders (Underwriting, Operations, Finance, Compliance, Claims and Marketing) to coordinate responses and ensure distribution-related requests are progressed efficiently.
- Identify opportunities to improve distribution administration processes, controls and reporting documenting procedures and supporting consistent ways of working across the team.
Skills And Competencies
- Understanding of London Market insurance distribution and the role of brokers and managing agents.
- Proven administrative and operational support experience within a client/relationship management, underwriting, broking or market-facing environment.
- Excellent organisation and prioritisation skills; able to manage multiple requests, maintain trackers, and meet deadlines with minimal supervision.
- Attention to detail and data quality mindset, with confidence producing MI and maintaining accurate records.
- Systems literate, with experience of CRM platforms and strong Microsoft Office skills (particularly Outlook, Excel and PowerPoint).
- Clear, professional communication skills, able to coordinate across internal teams and support Relationship Managers with timely, accurate information.
- High levels of discretion and integrity when handling confidential information and sensitive relationship matters.
- Proactive and solutions-focused, with an interest in improving team efficiency, controls and ways of working.
Education
- Educated to A-Level (or equivalent) as a minimum.
- Cert CII or working towards would be advantageous.
Distribution Operations & Broker Relations Specialist employer: Jobs via eFinancialCareers
As a Distribution Operations & Broker Relations Specialist within our esteemed insurance syndicate, you will thrive in a dynamic and supportive work environment that values collaboration and innovation. Our London-based team is dedicated to fostering employee growth through continuous learning opportunities and a strong emphasis on professional development, ensuring that you can advance your career while contributing to meaningful broker relationships. With a commitment to excellence and a proactive approach to operations, we offer a unique chance to be part of a forward-thinking organisation that prioritises both individual and collective success.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Distribution Operations & Broker Relations Specialist
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work in distribution or broker relations. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Get your research game on! Understand the companies you’re applying to and their role in the London Market. This knowledge will help you stand out during interviews and show you’re genuinely interested.
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to operational support and relationship management. Role-play with a friend or use online resources to boost your confidence.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation. It’s a nice touch that keeps you fresh in their minds and shows your enthusiasm for the role.
We think you need these skills to ace Distribution Operations & Broker Relations Specialist
Some tips for your application 🫡
Know the Role Inside Out:Before you start writing your application, make sure you really understand what the Distribution Operations & Broker Relations Specialist role is all about. Dive into the job description and highlight the key responsibilities and skills required. This will help you tailor your application to show us you're the perfect fit!
Show Off Your Attention to Detail:In this role, attention to detail is crucial. When crafting your application, make sure to proofread everything! Typos or errors can give the wrong impression. Use clear and concise language to demonstrate your organisational skills and ability to maintain accurate records.
Highlight Relevant Experience:We want to see how your past experiences align with the responsibilities of the role. Be specific about your administrative and operational support experience, especially in client or relationship management. Use examples that showcase your proactive approach and problem-solving skills.
Apply Through Our Website:Once you’ve polished your application, head over to our website to submit it. Applying directly through our site ensures your application gets to the right people quickly. Plus, it shows us you’re keen on joining the StudySmarter team!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Stuff
Make sure you brush up on your understanding of the London Market insurance distribution environment. Familiarise yourself with how brokers and managing agents operate, as this will show your potential employer that you're not just interested in the role but also understand the industry.
✨Show Off Your Organisation Skills
Since this role involves a lot of coordination and administration, be ready to discuss your organisational strategies. Bring examples of how you've managed multiple tasks or projects in the past, and highlight any systems or tools you used to keep everything on track.
✨Attention to Detail is Key
Prepare to demonstrate your attention to detail. You might be asked about how you ensure data quality or maintain accurate records. Think of specific instances where your meticulous nature helped avoid errors or improved processes.
✨Be Proactive and Solutions-Focused
This role values a proactive approach, so come prepared with ideas on how you could improve distribution administration processes. Share any past experiences where you identified inefficiencies and implemented solutions, showing that you’re not just a doer but a thinker too.
