General information
Reference
003861
Location
United Kingdom Bristol Bristol
Work Place
Hybrid
Secondary Location
Edinburgh
Region
UK
Job Profile
Lockton - Experienced Professional
Title
Senior Technician - UK Professional Indemnity
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 worlds 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 clients 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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