Broker Technician - Credit and Political Violence

City of London - Hybrid

Core Duties and Responsibilities

1. Monitoring policies through the Action Point system

2. Calculating policy premiums, including requesting figures from clients and reviewing or producing Excel spreadsheets

3. Drafting policy endorsements, including expiry and semi-annual premium adjustments

4. Binding endorsements with company insurers

5. Preparing cover bound emails

6. Raising worksheets

7. Updating policy files

8. Managing files, including email and document management

9. Uploading documents to extranet libraries

10. Uploading emails to the EAC system and applying relevant tags

11. Preparing Acceptance Checklist files

12. Preparing files for AC Surgery and submitting them accordingly

13. Chasing overdue premiums, liaising with the accounts department, and amending SDDs

14. Providing general broker support

15. Maintaining pipeline (revenue report) data in Excel

16. Maintaining and applying PPL knowledge

Anticipated Support Duties

Skills and Competencies

1. Intermediate to advanced proficiency in MS Excel, with strong numerical ability

2. Excellent attention to detail and proven record-keeping skills within a systems-focused environment

3. Tenacious, resilient, motivated, and ambitious

4. Confident interacting with senior management and stakeholders

5. Able to use initiative and manage multiple challenges effectively

6. Comfortable interacting with clients daily to handle general enquiries

7. Strong planning and organisational skills, with the ability to prioritise workloads effectively

8. Driven to meet tight deadlines

9. Committed to producing accurate, high-quality, and professional work

10. Adaptable, with the ability to respond positively to change and pressure