NEXT EMPLOYMENT

Responsibility

• daily Inbox Management including triage to Document Management system
• undertake Technical Accounting responsibilities for Inward Proportional & Non-Proportional treaties progressing to more complex proportional accounts
• process tasks/accounts accurately in an efficient manner by agreed deadlines
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• learn to collaborate with Claims Department on Inward Proportional treaty claims
• monitoring of Policies via Action Point system
• production and release of quote slips and binding documentation for authorised signatory approval
• maintain renewal and premium tracking data
• collaborate with Internal and external clients to resolve any queries or technical issues
• drafting Policy Endorsements
• reviewing of correspondence files for information assisting in the preparation of underwriting data for capacity providers
• learn to produce Weekly, Monthly & Quarterly reports as part of the close process
• liaising with the client to obtain firm order to bind
• production and completion of risk summary sheets ensuring file is passed for processing and certificate production in a timely manner
• review & Learn to check accuracy of closings/documents of rendered accounts, cash calls, premium and loss reserve deposits, event claims management and tracking
• desired Skills & Experience
• binding Endorsements with company Insurers / PPL
• good technical skills and ability to prioritize workload to meet deadlines
• cover Bound Endorsement
• carry out such projects and other duties and tasks as may from time to time be specified by department head
• raising worksheets
• understanding of general insurance and reinsurance principles is essential
• updating Policy files
• following up with clients for outstanding premium for all classes of business
• ensuring that Premiums to be paid via the IMR are apportioned correctly and submitted to Xchanging in accordance with the Settlement Due date
• demonstrate high level of attention to detail by producing exceptional quality and accurate technical data, when processing the technical accounts onto the Underwriting system -updating the system with accounting and payment information within agreed timeframes
• sending Invoices to the client
• creation of Slip Endorsements calculating Additional and Return Premiums
• good understanding of Bureau systems and procedures is desirable
• chasing overdue premiums, liaising with accounts department, amending SDD
• maintain Terms of Business agreements and producing BE where required
• resolution of accounting and technical queries arising from colleagues, clients and insurers
• knowledge of Property, Casualty, and Marine business classes desirable but not essential
• general Broker support
• liaise with clients, Insurers and other staff to resolve any arising queries in a prompt, friendly and professional manner at all times
• ensuring all renewal information is received and directed towards in-house Underwriters for quoting
• liaise with clients for outstanding Underwriting items in line with policy Terms and conditions
• other ad hoc statistical exercises as may be required

Requirements

• lloyds
• reinsurance

Earnings for position technician

Responsibility

• assisting Senior Broker/Producers with the building of new business portfolio
• attending client meetings and conferences as appropriate
• reconcile accounts, process and debit premiums and handle closings
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• regular feedback to senior brokers and divisional management in respect of ongoing accounts and market conditions
• maintain up-to-date and orderly files
• making payment to XIS using XMP/repository under terms of trade and reconciling accounts, keeping accurate records
• liaise with the internal accounts team
• sending out quotes on request and dealing with related enquiries
• utilise in-house, Lloyd’s and Company market systems including Brokasure, CLASS, LORS and bespoke computer systems
• producing documentation including cover notes, debit notes, slips, letters, and correspondence
• manage and undertake assigned project work to time scales as directed
• entering data onto Global system and setting up files ensuring all relevant documentation included
• monitor and report on credit control
• preparing and checking slips and endorsements
• chasing and monitoring premiums under terms of trade
• liaising with clients to include requesting information and chasing for outstanding funds
• obtaining wording signings
• diarising, tracking, and chasing subjectivities, surveys, and application forms
• dealing with queries from Brokers and clients and escalating where appropriate to ensure timely and efficient resolution
• carrying out such projects and other duties and tasks as may from time to time be required
• daily monitoring with NST/IBA team to monitor bad debt, cash, and funding
• arranging extensions to terms of trade
• ensuring compliance with FCA Guidelines and Group rules and procedures, including maintaining accurate records
• to assist the team and to work on allocated tasks and projects as directed by management in order to facilitate the business operations
• understanding of Binding Authority procedures and bordereaux management
• producing statistics as required
• assisting with production of taxation schedules for Global Programs

Earnings for position insurance technician

Responsibility

• full diary management for MD
• organise and arrange all travel arrangements both local and internationally
• planning & coordinating all meetings providing agendas and notes efficiently before hand
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• providing monthly reports for senior management and board meetings
• process & handle invoices and expenses when required
• handle arising issues and implement appropriate actions according to policies and procedures
• understand and keep informed of all relevant legal & regulatory developments
• responsible for keeping inventory of all office supplies and placing orders for replenishment as needed
• performs all administrative and other related duties as reasonably assigned
• liaising with the IT department to manage and resolve IT/mobile device issues
• prepares meeting materials and assists with the development of relevant documentation
• scanning, printing, and binding of documents and Marketing Materials
• manages the calendar for the CEO
• deals with enquiries and ad-hoc requests as required

Requirements

• previous experience of providing personalised secretarial support
• experience of diary management and compiling international travel itineraries and plans
• ability to create spreadsheets and manage expenses processes

Earnings for position pa

Responsibility

• project Management - Develop detailed plans and timelines to ensure timely delivery of all event activities
• assist with corporate gifting and management of the online Company Store
• event Management - Plan and execute events including venue selection and contracting, travel logistics, staffing, invites and RSVP management, attendee registrations, promotional item ordering, catering, audio visual, entertainment and hotel rooming lists
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• travel to events and assist with all onsite event duties
• annual Plan and Budget Management - Assist with the development, management and tracking of annual and event-specific plans and budgets including reviewing and processing all meeting/event contracts and invoices
• assist with sponsorships, manage dinner tables and guest lists
• management of 3rd Party Providers - Select, contract and manage 3rd party providers including speakers, facilities/venue, catering, entertainment and a/v and oversee overall event logistics
• coordination with Corporate Marketing - Work closely with corporate marketing to ensure brand compliance and consistency with brand representation and coordination of corporate marketing materials and other branded items

Requirements

• demonstrable track record of planning and delivering corporate events, ideally within a financial or professional services environment
• previous experience of vendor selection and management of 3rd party supplier partners
• ability to work independently, managing sometimes conflicting priorities to tight deadlines
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• proven track record of project management, including the ability to apply formal structure framework and governance to delivery lifecycles, would be beneficial in the role
• detailed understanding of event and conference contract terms and conditions such as attrition and concessions, and the ability to draft and negotiate such terms and conditions
• strong communication and presentation skills with the ability to build and maintain relationships with internal and external stakeholder groups, across all levels

Earnings for position manager

Responsibility

• organising and overseeing a wide range of events and conferences
• scheduling 1-1 meetings for our sector conferences
• represent the client at various conferences and events
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• handling of strict yet substantial budgets, accurate cost tracking and prompt invoice payments
• taking on various related tasks throughout the year to help the wider team and department
• coordination of entire event set-up, from selecting & viewing venues, reviewing/deciding menus, suggesting entertainment ideas, reviewing contracts before Legal and Management, sending of invitations etc
• taking on a major role at our flagship conferences

Requirements

• previous experience managing events from end to end in a fast-paced environment required
• experienced relationship manager, demonstrable experience building relationships with senior business stakeholders and external clients
• efficient, proactive working style with exemplary attention to detail
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• passionate about maintaining an exceptionally high standard, in all areas of their work
• an enthusiastic, self-motivated team member who adapts quickly in a fast-moving environment
• flexibility to work out of usual office hours on occasion

Earnings for position events manager