Location
United Kingdom, Bristol, Bristol
Work Place
Hybrid
Secondary Location
Edinburgh
Region
UK
Job Profile
Lockton - Experienced Professional
Description
An opportunity has arisen for an experienced insurance technician and wordings professional to join our team, focusing on our Solicitors, Mid-Market Solicitors, and Professions PI Major Retail Accounts businesses.
Lockton is the world’s largest independent insurance brokerage, with a unique culture of entrepreneurship, true client excellence and empowered people. This role offers an excellent opportunity to accelerate your career in a dynamic environment that values innovation, collaboration, and professional development.
In this role you will be responsible for providing technical wordings support to business areas, supporting day-to-day account servicing, and generating MRCs and endorsements.
Key Tasks and Responsibilities:
* Working closely with and providing technical wordings support to the business, brokers and other team members
* Supporting the overall servicing of the client’s insurance placement
* Generating MRCs and endorsements/certificates/verification of insurance
* Creating wordings and other client documentation
* Checking documentation for accuracy prior to issuance to clients
* Creating, maintaining and updating templates
* Working with document management system
* Loading documents and handling the PPL sign off process
* Creating Tax Schedules & liaising with central tax team regarding complex tax schedules or requirements
* Working with Close Premium Finance
* Working with IBA and TSG teams regarding invoicing and cash collection and credit control processes
Candidate Profile
* Strong knowledge of Professional Indemnity insurance wordings
* Previous experience of handling UK Professional Indemnity/Solicitors/Accountants insurance
* Understanding of relevant regulatory controls and procedures
* Excellent attention to detail
* Excellent communication and ability to build strong working relationships for commercially effective outcomes
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