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.
* 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.