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Insurance Broker Technician

  • London
  • Permanent
  • £55,000

Job details.


In response to significant growth in business activity, our client is seeking to expand the capability of its Technical Processing function and enhance its technical capability. To this end, a new role has been created in the Technical Processing team to complement its current skillset and ensure the continued delivery of high-quality insurance transaction processing and management information to the senior management of the Company.

Key responsibilities:

  • Monitoring of Policies
  • Policy premium calculations – Requesting figures from Clients, Reviewing or producing excel spreadsheet
  • Drafting Policy Endorsements (expiry, semi-annual premium adjustments)
  • Binding Endorsements with company Insurers
  • Cover Bound Endorsement
  • Raising worksheets
  • Updating Policy files
  • File management (tagging of paper files for policies)
  • Uploading documents to extranet libraries
  • Uploading Emails to EAC system and tagging
  • Acceptance Check List file preparation
  • Files into AC Surgery
  • Chasing overdue premiums, liaising with accounts department, amending SDD
  • General Broker support
  • Pipeline (revenue report) maintenance in Excel
  • PPL Knowledge

Skills and competencies:

  • Intermediate to Advanced capability with MS Excel, with a high degree of numeracy
  • London Market experience in a Technical Insurance role
  • Processing experience with Endorsements, Slips and Premiums
  • Close attention to detail and proven record-keeping skills within a systems-oriented environment
  • Tenacious, resilient, passionate & ambitious
  • Proven and demonstrable senior management interaction
  • Capable of using initiative to deal with multiple challenges
  • Excellent planning and organisational ability, can juggle multiple demands and prioritise work accordingly
  • Determination to meet tight deadlines
  • Utmost attention to detail and a focus to achieve presentable and high-quality work
  • Adaptable and ability to respond well to change and pressure


  1. General Insurance

Teri Mortier

Director - General Insurance

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