Role Summary
We are seeking a Broker Support to join our Professional & Executive Risk Solutions division. The role will involve supporting the retail team. This is a busy environment where you will be dealing with a wide range of internal projects and supporting the team on administration, but also helping the team to deal with clients and insurers and looking at their financial lines Insurance requirements.
Role Requirements
- Assisting in the placement of FI, Commercial D&O and Commercial PI risks from the initial onboarding of clients to issuance of invoices.
- Assist with the execution of the ProEx strategy working in collaboration with other team members as well as external stakeholders.
- Day-to-day management and administration of the portfolio, including uploading MRC’s onto Whitespace and issuing all policy documentation including quote reports, invoices and mid-term amendments.
- Provide clear, timely and accurate communications between clients and insurers, whilst working to tight timeframes.
- Work with the team to review clients’ existing programmes and policy wordings, presenting possible improvements, solutions and enhancing client outcomes.
- General advice and support to clients by email, telephone and face to face meetings, as required.
- Offer assistance to team members, as required.
Role Summary
We are seeking a Broker Support to join our Professional & Executive Risk Solutions division. The role will involve supporting the retail team. This is a busy environment where you will be dealing with a wide range of internal projects and supporting the team on administration, but also helping the team to deal with clients and insurers and looking at their financial lines Insurance requirements.
Role Requirements
- Assisting in the placement of FI, Commercial D&O and Commercial PI risks from the initial onboarding of clients to issuance of invoices.
- Assist with the execution of the ProEx strategy working in collaboration with other team members as well as external stakeholders.
- Day-to-day management and administration of the portfolio, including uploading MRC’s onto Whitespace and issuing all policy documentation including quote reports, invoices and mid-term amendments.
- Provide clear, timely and accurate communications between clients and insurers, whilst working to tight timeframes.
- Work with the team to review clients’ existing programmes and policy wordings, presenting possible improvements, solutions and enhancing client outcomes.
- General advice and support to clients by email, telephone and face to face meetings, as required.
- Offer assistance to team members, as required.
Skills and Abilities
- Ideally 1+ year(s) insurance experience in financial lines/professional risks.
- Be able to assist in preparation of proposals and presentations using marketing resources, practice groups and other producers.
- Preferably have some product knowledge of FI, D&O or PI product lines.
- Preferably working knowledge of Market Reform Contracts.
- Ability to work under pressure to tight deadlines.
- Be able to maintain face-to-face and telephone contact with clients and Underwriters.
- Problem solving and decision-making skills essential.
- Must be able to work in a fast-paced and dynamic team environment.
Management Duties
- No
We are an equal opportunity employer, and we are proud to share that 93% of our employees say they can be themselves at work. We aim to hire our industry's finest people because the best people drive the best outcomes. And we forever challenge the status quo because we know there are always ways to improve things. Because together, we're limitless.
We value applicants from all backgrounds and foster a culture of inclusivity. We understand the need for flexibility, so work in a hybrid model. Please let us know if you require any reasonable adjustments during the recruitment process.
FCA Conduct Rules
- Under the Senior Managers and Certification Regime the FCA and Aventum expects that:
- You must act with integrity.
- You must act with due skill, care and diligence.
- You must be open and cooperative with theFCA, thePRAand other regulators.
- You must pay due regard to the interests ofcustomersand treat them fairly.
- You must observe proper standards of market conduct.
- You must act to deliver good outcomes for retail customers.
Broker Support employer: Rokstone Group
As a leading employer in the property insurance sector, we pride ourselves on fostering a dynamic and inclusive work culture where 93% of our employees feel they can be themselves. Our hybrid working model offers flexibility, while our commitment to professional development ensures that you will have ample opportunities for growth and advancement within a diverse range of sectors. Join us to be part of a team that values innovation and collaboration, driving meaningful outcomes for our clients across international markets.