We are looking for an experienced broking technician to join our corporate team in Norwich.  



Reporting to: Director

Working hours: Full Time - working Monday to Friday 9am to 5pm (30 minutes unpaid for lunch)

Key Responsibilities:
  • Work Planning – Demonstrate the ability to plan and organise effectively in order to meet deadlines. Successfully manage workload and priorities, assess when additional support may be required and request from a manager or director.

  • Ensure all documents and correspondence are attached into the company system

  • Attain cross-sell/up-sell on policies

  • Check new policy documentation for accuracy and forward to clients or liaise with insurers

  • Negotiating and inviting renewal of allocated client policies

  • Ensuring all client records reflect the current risk-on-cover at all times, including accuracy of sums insured, perils, excesses, extensions and exclusions

  • Provide administration support for account executives as and when required in obtaining new business quotations and arranging cover

  • Process mid-term adjustments and quarterly declarations

  • Deal with clients’ day-to-day enquiries, responding promptly and managing expectations.

  • Refer to relevant account executive, broking technician/account handler and director for any technical queries

  • Provide support to team members to ensure client needs are met, particularly during peak periods or in times of holiday/absence.

  • Maintain an effective diary system

  • Ensure cover notes are issued where appropriate

  • Create pre-renewal register for clients review as requested

  • Liaise with Claims department over claims queries/reports

  • Create all invoices and relevant credit notes for new business, renewals, mid-term adjustments etc., in line with the broking manual

  • Action meeting minutes from account executives, updating the system accordingly.

Additional Responsibilities
  • Ensure a high level of customer service is achieved
  • Maintain work states, entering accurate information as required
  • Complete any reasonable request made of you by a manager or director
  • At least 2 years’ insurance experience
  • To have completed core competencies within 6 months of joining and maintain up to date as required
  • Excellent communication and organisational skills
  • Good IT skills are essential 
  • Ideally, the successful candidate will hold the Cert CII qualification or be working towards it.