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Role: UK Retail Technician

Job Description:

Our Client is an independently backed, boutique Lloyd's broker based in London. They are known for their unwavering commitment to excellence and their team of industry leading professionals who excel in their specialist areas of insurance. Their belief is in the power of partnership and strive to build strong relationships with clients and the markets they work with. They prioritize understanding of clients' unique needs to provide them with the most suitable and effective insurance solutions. With their dedication to client service and embrace of technology, the is aim to create a seamless and efficient experience for all clients.

Role Description

This is a full-time role as an Account Technician/Account Handler, located in City of London, with flexibility for remote work. The individual in question would be working in a UK Retail environment and experience in that sector is essential.

As an Account Technicians/Handler, you will be responsible for day-to-day tasks associated with the technical side of an insurance placement. Your tasks would include but not be limited to:

* Putting insurance market presentations together

* Working closely with the Head of Broking to present risks to the insurance market

* Accurate information processing and record keeping

* Preparation of new records on the CRM system and maintaining existing records

* Preparation of Quotations

* Preparation of Pre-renewal and renewal reports to present to clients

* Assisting in the preparation of various templates

* Updating various, shared, Excel spreadsheets including Word documents

* Working within FCA guidelines

* Assist with day-to-day MTA’s / adjustments

* Checking of policy documents

* Logging and assisting with Claims enquiries

* Keeping up to date with standard clauses/endorsement changes and/or additions

Qualifications

* Prior experience as an Account Technician/Account Handler dealing with UK retail business is essential

* Strong knowledge of insurance products, markets, and regulatory environment

* Excellent analytical and problem-solving skills

* Being proactive and using one’s initiative is paramount for this role

* Have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way sometimes having to work on your own initiative

* Effective communication and negotiation abilities

* Attention to detail and ability to manage multiple tasks simultaneously

* A willingness to learn and be curious

* Proficiency in relevant software and technology platforms

You will collaborate with internal and external stakeholders to provide exceptional service and support to our clients