Role Overview
We are seeking a committed and detail-oriented individual to support our broking team in both client servicing and administrative functions. This role involves preparing insurance documentation, coordinating with stakeholders, and ensuring compliance with regulatory standards. The successful candidate will contribute to business development, maintain accurate records, and assist in delivering tailored insurance solutions. Its an excellent opportunity to build a strong foundation in insurance broking while developing professional skills in a dynamic, client-facing environment.
Core Responsibilities for All Staff
Achieve Results through Relationships with All Parties
- Deliver a personal performance that contributes towards the Company achieving its objectives
- Achieve lasting relationships with all parties (clients, markets, suppliers, third parties and other staff)
Delivery of Service
- Consistently deliver an excellent and comprehensive service
Conduct and Integrity
- Ensure all dealings are carried out with integrity and professionalism
- Act in utmost good faith, in accordance with the relevant Company and/or Group policies and never risk the Companys reputation
Development and Professionalism
- Continuously develop skills and knowledge
- Develop others where you are responsible for their performance
Specific Responsibilities
Broking/Administration
- Develop strong relationships with clients
- Assist in the creation of comprehensive client and broking documents
- Deal with incoming enquiries from clients, insurers and third parties
- Negotiates with underwriters to place insurance that balances quality, coverage and price.
- Processing of slips, quotes, indications and endorsements
- Attend client meetings, conferences, or industry events locally or overseas when required
- Contribute to the development of new business opportunities and support relationship-building with clients and underwriters
- Technical duties (including data entry, credit control, chasing subjectivities)
- Ensure up to date records are maintained at all times on the Company systems
- Assist in planning the most appropriate insurance program for the clients demands and needs
- Responsible for processing accounts post placement through to the invoice team
- Ensuring accounts have been completed in accordance with best compliance practices before being sent to processing team
- Manage relationships with operations teams which will involve daily dialogue
- Responsibility to achieve processing KPIs in accordance with group practice
- Responsibility for dealing with accounting queries that result from client queries
Compliance
- Ensure compliance with all applicable Company and/or Group policies and procedures
- Ensure correct authorization is obtained and processes followed when required by the Company and/or Group policies and procedures
- Ensure compliance with legal and regulatory requirements
- Ensure that performance, HR and T&C records are up to date and meet the Company and/or Groups requirements
- Maintain accurate records and deal with correspondence appropriately
Reporting
- Provide relevant management information to senior management
Projects
- Manage assigned projects and contribute to other projects as required
- Respond appropriately to urgent issues as they arise
Market Awareness
- Keep informed of all legal and regulatory developments relevant to the department
- Share information that could be beneficial to the Company
Representing the Company
- Any other reasonable duties, as required
