ROLE PROFILE: Technician
ROLE PURPOSE: Technicians are assigned to an Operating Entity. Technicians are responsible for providing technical administration support to broking staff within dedicated Business Units of the Operating Entity. A Technician will be allocated to a team of Technicians who provide specialist support organized around specialist lines of insurance. They will ensure that their responsibilities are completed in accordance with applicable Company/Group policies.
Planning/Reporting:
• Works with senior members of the team to agree key priorities so that they can manage and plan their workload, ensuring that personal and Team objectives are achieved • Meets agreed targets • Manages assigned projects and contribute to other projects as required • Provides relevant management information to Team Leader when required
Technical:
• Assists in the creation of comprehensive client and broking documents • Processes slips, quotes, indications and endorsements • Performs technical duties (including data entry, credit control, chasing subjectivities) • Keeps informed of all regulatory and legal changes which impacts on the job role • Ensures up to date records are maintained at all times on the Company systems • Responds appropriately to urgent issues as they arise
PERSON SPECIFICATION:
Knowledge/Experience • Competent IT skills, including but not limited to Microsoft Word, Excel and PowerPoint • Able to undertake an...