About this role
• Assist Account Executives to contribute to growth and development of the company with allocation of renewal clients
• Provision of quotations as requested by executive • Renewal procedures to be followed per Group Broking Procedures provided • Group accounts procedures and queries to be complied with • Post processing within timescales, Group Broking procedures and to company standards • Updating Acturis as per client’s policy and risk. • Intelligent labelling of system entries • Carrying out due diligence on each case prior to renewal. Resolving any adverse info found prior to renewal. • Preparation and issue of risk registers / pre-renewal agendas/submission/renewal reports for issue to client/insurers • Documentation checking prior to account executive signing off prior to subsequent issue • File maintenance – general housekeeping of all records • Contribution to overall efficient running of PIB • Open communication and liaison with all other departments within PIB • Diary / Tasks - accurate use and maintenance • Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager • Constant communication on file progress between you and the relevant Executive • Continual professional development (self-driven) within all relevant aspects of the industry Continued growth and expansion of product knowledge and technical expertise working towards chartered insurance qualifications as required. • Identify, report and resolve: - Breaches / complaints / E&O and to Respond positively to QA • Other duties as and when required. • Making sure any Mid Term Adjustment is processed in timely manner. • Obtaining quotes from the market via presentation.