Technician - Wholesale Motor Fleet
Job Market - Insurance
Location: London, EC1A
About the role:
Working within the Wholesale Motor Fleet division, this role will ideally suit either a Broker Technician or an Underwriting Assistant with prior experience with the Motor or Wholesale Insurance markets.
The position itself will undertake all aspects of mid-term adjustments and deal with and allocation of monthly renewals within the Motor Fleet Insurance Team.
To ensure a professional and expedient level of service is maintained in line with Group and Divisional competency framework and best practice.
Renewal of policies to an 80% retention level each month
Driver referrals (including obtaining additional information from agent where needed)
Request relevant additional information required by underwriters from agents to enable them to consider requests further and vice versa
Issuing of cover notes and green cards as necessary
Scanning of documents and attaching emails on to policy on system
Ensure adequate contact is kept with sub-agent and underwriters during any of the processes to finalise matters
To promptly convey instructions, premium and terms to underwriters and agents
Issue other relevant integrated documents to accompany debit/credit notes
Update MI/Statistics as necessary
Advise agents of acceptance/refusal of cover and provide written confirmation of terms as necessary
Ensure replies received from underwriters where necessary and that agent informed accordingly
Liaising with agent and underwriters in order to resolve issues
Ensure that files are correct and up to date at all times
Check and issue policy documents and certificates to agents
Close documentation to underwriters
Processing of finance agreements (includes on-line renewal of existing Premium Credit finance agreements)
Maintain own diary system in line with Divisional/Group Best Practices
Investigate and resolve accounts queries as requested
Obtain updated claims experiences from previous insurer
Process amendments using underwriters computer system where necessary
Negotiate with underwriters and sub-agents on indemnity issues with the aim of resolving to the client’s satisfaction
Minimum of 5 GCSE at grade C or above or equivalent, including Maths and English
Fleet/Motor experience - minimum of 12 months
Ability to confidently converse with sub agents, underwriters and colleagues both verbally and in writing.