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.
How to Apply

If you are interested in the role and would like to apply, please submit a copy of your CV along with a covering letter stating your current salary to recruitment@onebroker.co.uk.