Clients Underwriting Consultant - Leeds, United Kingdom - Pavilion Recruitment Solutions

Tom O´Connor

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Tom O´Connor

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Description

HNW/PRIVATE CLIENTS CONSULTANT

LEEDS OR REMOTE

GENEROUS SALARY AND BENEFITS

OVERALL PURPOSE OF JOB:


  • To underwrite accurately and adhere to underwriting guidelines and procedures
  • Deliver excellent service experiences for all clients
  • Working to achieve business growth in accordance with targets
  • To strive for maximum efficiency, development and profitability and understand role and how fits to business strategy

KEY DUTIES & RESPONSIBILITIES

  • Underwriting expertise in OCPC underwritten products, adherence to Binding Authority, Underwriting Guide and Underwriting License
  • Identify and seek out additional key risk information required to adequately underwrite and price risks
  • To administer quotes, new business, renewals and MTA's within service standards, responding to customer enquiries
  • To resolve and action account queries
  • Escalate issues in a timely manner to MD
  • Consider and suggest ways to continually review and improve operational quality and performance
  • Ensure customer contact strategy (new, quoted, lapsed, prospect) is executed
  • Ensure consistency and accuracy of computer data and Websure records
  • Actively support and promote Conduct Risk
  • Identify own training needs and communicate requirements to line manager
  • Support MD in adhoc tasks and projects

TECHNICAL SKILLS REQUIRED

  • Excellent telephone manner, customer service skills and ability to work under pressure
  • Good communication skills
  • Strong Underwriting experience, judgement and skills
  • Knowledge of insurance products and processes for the relevant market
  • Excellent business knowledge of customers and competitors
  • Displays initiative, with the ability to work with mínimal supervision and to strict deadlines
  • Well developed planning and organizational skills
  • Good knowledge of the regulatory needs of the business and law as it relates to insurance

OTHER SKILLS REQUIRED

  • Good knowledge of Microsoft Office
  • Ability to write in plain English and avoid unnecessary use of jargon
  • Enthusiastic team player
  • A good understanding of the broker environment and broker relationships

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