Insurance Specialist in Cheltenham

Insurance Specialist

Apply for the Insurance Specialist role at PoloWorks.

Base pay range

We are seeking a diligent and motivated Technical Specialist to join our team. The successful candidate will be responsible for processing London Market Insurance underwriting data accurately and efficiently, and for applying technical knowledge effectively to support team success and service excellence. This role involves analysing technical data, calculating transactions, and contributing to team success through personal development and flexibility.

Key Responsibilities

• Process London Market Insurance underwriting data in alignment with established procedure guides.
• Analyse technical data and calculate transactions, including limits, premiums, and deductions.
• Manage internal and external queries to ensure data accuracy and processing efficiency.
• Develop and deliver training solutions, providing guidance, feedback, and support to the team.
• Organise and maintain documentation for data processing, prioritising workflow effectively.
• Produce internal and client-facing reports with accuracy and clarity.
• Identify and recommend enhancements to technical procedure guides, ensuring approved changes are documented and communicated effectively.
• Provide solutions to clients when technical challenges arise.

Key Performance Indicators

• Process underwriting data accurately and within agreed timelines, meeting:

• Accuracy targets
• Contractual Service Level Agreements (SLAs) per client/service

Key Relationships

• Actively contribute to a collaborative and solutions-focused team environment.
• Foster a positive and inclusive team culture by demonstrating engagement and accountability.
• Support line in achieving team objectives and resolving technical/process challenges.
• Build and maintain professional relationships with clients at all levels.
• Provide cross-functional support as needed and collaborate across multiple client accounts.

Experience & Skills

• Relevant experience in the insurance industry
• Strong commitment to service excellence and client satisfaction.
• Effective verbal and written communication skills for internal and external collaboration.
• Ability to work independently while contributing to team objectives.
• Experience in designing and delivering training solutions with constructive feedback.
• Excellent planning and organisational skills.
• Demonstrates behaviours aligned to the PoloWorks PRIDE values:
  • Pioneering – we don’t stand still
  • Responsible – We do the right thing
  • Inclusive – we all play a role
  • Delivery Focused – we provide services we are proud of
  • Empowering – we equip people to be their best

Knowledge & Qualifications

• Insurance market structures, practices, and regulations.
• Services provided by PMA and PCIS.
• Direct and reinsurance placements.
• Insurance documentation and data interpretation.
• Relevant classes of business to engage effectively with client operations and underwriting teams.
• Resource planning and utilisation.
• Minimum 5 GCSEs at Grade 4 or above, including Mathematics and English.
• Strong motivation to pursue relevant Chartered Insurance Institute (CII) qualifications.

It\’s our mission to empower our colleagues to achieve their potential and we know that teams perform best when they are diverse, and every team member feels that they belong. It is the unique contributions of all PoloWorks colleagues that drive our success, therefore we are committed to building an inclusive culture where everyone is empowered to do meaningful work and is recognised for their efforts. To that end, we are committed to providing an environment free of discrimination for everyone.

Reports to: Technical Controller

Band: 2

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance and Administrative
• Industries: Financial Services and Insurance