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Broker support technician

London
Permanent
Support technician
Posted: 10 June
Offer description

General information Reference 004014 Location United Kingdom, London, London Work Place Hybrid Region UK Job Profile Lockton - Experienced Professional Title Broker Support Technician Description Lockton's ProExec team are recruiting for an experienced Broker Support Technician to join them in a role supporting the Account Handlers/Brokers in the overall servicing of the clients’ insurance placements, preparation of market submissions and client documentation. Key responsibilities: Preparation of market and client documentation to support placement activities. Accurate production of policy documentation, ensuring completeness prior to issuance to clients. Delivery of policy documentation to clients in line with regulatory requirements and Lockton procedures. Interpretation of complex insurance contracts and translation into accurate and compliant policy documentation. Creation of MRCv3 slips, endorsements and supporting documentation from client submissions, ensuring alignment with clauses, wordings and regional requirements. Preparation of adjustment and renewal documentation in line with client programmes. Production of global tax schedules, ensuring accuracy and alignment with applicable tax regulations for underwriter agreement. Collaboration with the Broking Team to prioritise workload, identify gaps and resolve missing or inaccurate information. Ensure all work complies with Financial Conduct Authority (FCA) requirements and other relevant regulatory standards. Maintain accuracy in all financial and technical documentation, supporting complex placements. Conduct analysis, research and investigation to resolve documentation or placement issues. Communicate effectively with clients, insurers and internal stakeholders on technical documentation matters. Manage time effectively to meet deadlines without compromising quality. Demonstrate sound judgement in escalating issues and involving appropriate colleagues when required. Candidate Profile Experience in insurance documentation, wordings or technical support within a broking or underwriting environment. Working knowledge of London Market processes and documentation standards (including slips and endorsements). Strong attention to detail with the ability to handle complex data and technical documentation accurately. Strong organisational, communication and stakeholder management skills. Custom section 3 Scheduled Full Time Permanent

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