Support Associate

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.