Broker Technician / Account Handler - Professional Indemnity

Job Description

Job Title: Broker Technician / Account Handler - Professional Indemnity

Location: London, City

Salary: £30-35,000 + Benefits (listed below)


To assist my allocated brokers & others when necessary mainly through administration. Answering the telephone, directing the call to the relevant person/departments. Processing the renewal broker’s cases and sending out the documents. Keeping the policy checking and chasing lists as up to date as possible. Assisting my colleagues in any way they require help.


To assist the brokers &/or clients and help them in any way they need


Booking in new business proposal forms – Book in within 1 hour of receiving if possible, these are normally placed in the Props box. They need to be booked in on RM with the correct information given, all attachments & emails saved in the client folder then added to our spread sheet and the hyperlink sent to the correct new business broker who will be dealing with the case.

Policy Checking – after the list of policies to check is allocated, starting with the oldest and checking them thoroughly and correctly using the control documents. If correct then send to the client, if incorrect an email is sent back to the insurer to revise. Broker Assistants to check level 1 policies. Senior Broker Assistant allocates the list from a spread sheet to Broker Assistants so they know which insurers/policies need to be chased (also managers etc are copied in to this list so they are aware of how many are o/s).

Business, premiums over £10k and any other problematic/more complicated policies due to my eye for detail and having more experience of policy checking.

Processing checking – checking the processing some else has done to make sure all details are correct on RM and the documents which will go out to the client. Checking uses control document, quote, prop form, terms to client and any other relevant documents/information. On occasions the Senior Broker Assistant checks more complicated/unusual/bigger clients due (this includes MTA’s).

Sending out the renewal client documents – creating an email to the insured so they are aware of the renewal documents they will be receiving (debit note, VOC, wording &/or policy documents) and making sure all documents attached are correct.

Policy chasing – chasing insurers for policy documents not yet received, but checking we have not already received them and if not received then why (sub o/s). Senior Broker Assistant allocates the list from a spread sheet to Broker Assistants so they know which insurers/policies need to be chased (also managers etc are copied in to this list so they are aware of how many are o/s).

Policy Saving –saving the policy documents and email from the broker support folder, making sure they are in the correct client folder, updating RM with the date received and policy number. If it is an endorsement, to either save or check this straight away as there is nowhere to record it or to forward it to the correct broker support to deal with.

Processing – broker will send an email to process a renewal case, input all information from quote/control document, check this information is correct and produce any necessary documents to be sent to the client this also includes MTA’s.

Renewing finance; this may also include going online and renewing the finance if with Close Brothers again: this entails making sure the premium and other details are correct before submitting the loan for finance.

Completing client questionnaires – mainly paper copies but sometimes online, check the policy, RM and wording to make sure all details on the questionnaire are correct. Then Claims & Technical will check to make sure all correct, then will be sent to the client or details in put online and validated.

Client letters – we may require to create a letter for a client, normally if they have decided not to renew with us a lapse letter will be created through RM to let them know the policy has lapsed; we need to make sure the date input onto letter is correct and any relevant paragraphs are removed. Tender letters; clients ask for letters to confirm they are able to bid for a tender; this could be to confirm they have PI insurance or they could obtain a higher limit if needed. A lot of clients ask for a new Verification of Cover to send to their clients normally with the policy number put on.

Training new starters – most new starters will sit with the Senior Broker Assistant when they first start so the system/how to navigate round it can be shown namely Risk Manager and how this works and what they will need to use. However on occasions the Broker Assistants will carry out training. Processing and the systems involved, Control documents and understanding what they are and when they are used. General office duties and the procedures we use are also covered.


  • Competitive salaries
  • Annual Leave 25 days with an increase to 27 days after five full years of service
  • Holiday purchase scheme
  • Group income protection
  • Critical illness
  • Staff introduction bonus
  • Professional qualifications – funding of further education courses / qualifications
  • Travel season ticket loans
  • Long service awards
  • Enhanced maternity and paternity pay
  • Pension scheme via salary sacrifice
  • Death in service (4 x Salary)
  • BUPA private health cover (based on role)
  • Free eye test 
  • Employee assistance programme
  • Aviva Digicare+
  • Free daily fruit
  • Cycle to work scheme