Underwriting Assistant - European Commercial Property

Resumen:
Job Title: Underwriting Assistant

Division: Underwriting Operations

Reports To: As per Beazley Org Structure

Key Relationships: Underwriters, Brokers, Underwriting Assistants, UCO, and external clients and suppliers.

Job Summary

To assist the team in maintaining efficient underwriting operations processes and providing
customer service to clients.

Objective of the Role

To provide support and assistance to Underwriters by submission triage, reviewing new and renewal business, including quoting, rating, binding, and issuance support
To manage account activities throughout the underwriting process
To provide effective reporting on account portfolio
To establish good internal and external relationships with clients and stakeholders

Key Responsibilities

Underwriting Support

Entering / updating policy information in the policy admin system
Gather information for new business and renewal quoting
Liaise with Broker queries
Prepare quote and rating tools for the Underwriter
Data verification to ensure integrity and accuracy
Produce quote documentation
Photocopying, logging, scanning quotes and declinatures, filing as required
Assist with risk analysis, consistent with underwriting guidelines
Confirm pricing and binding conditions are met
Issue new and renewal quotes, binders, and policies within company guidelines
Handle midterm account management activities
Interact with other teams at Beazley on matters affecting or related to accounts within the portfolio
Attend underwriting training and meetings as appropriate
Produce reports on accounts portfolio
Help maintain team standards through supporting other underwriting assistants in achieving their service/quality levels and targets as required
Prepare, generate and issue policy documents as required
Oversee the process for administering mid-term adjustments as required
Comply with all legal and regulatory requirements to ensure obligations are met
Tax data entry into relevant systems if applicable to product line and region, as required
London based UAs should be prepared to attend to box at Lloyds periodically to support Underwriters
Support the underwriters and team leader as required
Participate in ad-hoc project work periodically

Broker/Client Interaction

Provide professional service to brokers via email, telephone, and face to face
Serve as the first point of contact for customer inquiries during the account life cycle
Maintain and develop key relationships by responding to all client queries in a timely and accurate manner

General

It is important that within all your interactions both internally and externally you adhere Beazley’s core values - Being Bold, Striving for Better, and Doing the Right Thing as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers.

We also expect Beazley employees to:

Adopt the Beazley culture of Professionalism, Integrity, Effectiveness and Dynamic that contributes to an internal environment of teamwork and promote a positive brand image and experience to our external customers.
Comply with Beazley procedures, policies and regulations including the code of conduct. Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People development or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.
Display business ethics that uphold the interests of all our customers.
Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.
Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Talent Management or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley’s underwriting control standards, Beazley’s claims control standards, other Beazley standards and customer relationship management.
Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.

Personal Specification

This role requires someone result focused, self-motivated, flexible and enthusiastic. This role would be ideal for somebody with a professional approach to interact successfully with other clients, building relationships and an ability to negotiate with both internal and external parties.

Skills and Abilities

Fluency in English and other languages based on regional business requirements
Demonstrated ability to build relationships with a wide range of stakeholders
Accurate and numerate
Computer skills – good working knowledge of MS Office
Strong analytical skills with excellent attention to detail
Effective communication skills (written, verbal, active listening)
Ability to manage time, meet deadlines and prioritize
Capable and comfortable with high percentage of daily activities requiring data entry

Knowledge and Experience

Proven administrative experience, preferably within the insurance or financial services sectors
Proven background in accurate, high volume data entry
Underwriting Assistant experience is advantageous

Competencies

Achievement drive
Analytical thinking
Information seeking
Customer focus
Initiative
Collaborative

Problem solving
Detail oriented
Team working
Time management
Relationship development
Effective communication

Aptitude and Disposition

Result/outcome focused, self-motivated, flexible and enthusiastic
Professional approach to interact successfully with managers/colleagues/external suppliers
Values continuous personal and professional development