Assistant Technician

PoloWorks; Cheltenham; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance company in Cheltenham is seeking an individual to join their Delegated Authority department. The role focuses on managing bordereau information and ensuring accurate data processing. Applicants should have strong attention to detail and excellent communication skills. Benefits include a competitive salary, hybrid working, private health insurance, and more.

Benefits

Competitive salary

Discretionary annual bonus

Private health insurance

Life assurance

Enhanced pension contributions

Occupational maternity and paternity pay

Employee assistance programme

Volunteering days

Regular sports and social events

Free Cheltenham bus travel

Qualifications

• Strong attention to detail with a focus on service excellence and client experience.
• Effective verbal and written communication skills.
• Ability to work independently while fostering teamwork and collaboration.

Responsibilities

• Retrieve Bordereau (reports) from Broker Portals.
• Process Bordereau into Client Systems.
• Manage queries from internal and external parties.

Skills

Attention to detail

Effective communication

Teamwork and collaboration

Job description

Department: Delegated Authority

Location: Cheltenham

Compensation: £23,811 / year

Description

The Delegated Underwriting Authority department is responsible for administering the delegated book of business on behalf of our clients. Ensuring that bordereau information is received in a timely manner and processed into appropriate systems.


We are a people-centric culture of togetherness, empowerment, and involvement. It is our team that makes PoloWorks.

Key Responsibilities

Retrieve Bordereau (reports) from Broker Portals and IMR / Lineage Repositories.
Chase Bordereau, Internally with Underwriting Teams and externally with Coverholders, Brokers and DCA’s.
Analyse technical data and organise documentation for data processing.
Process Bordereau - uploading into Clients Systems in accordance with Service Level Agreements and client specific procedure manuals.
Process accurate information within the benchmark set and in line with the agreed procedures.
Manage queries from internal and external parties to facilitate the accuracy and efficiency of data processing.

Skills, Knowledge and Expertise

Strong attention to detail with a focus on service excellence and client experience.
Effective verbal and written communication skills.
Ability to work independently while fostering teamwork and collaboration.

Demonstrates behaviours aligned to the PoloWorks PRIDE values:

• Pioneering – we don’t stand still
• Responsible – We do the right thing
• Inclusive – we all play a role
• Delivery Focussed- we provide services we are proud of
• Empowering – we equip people to be their best
  
  
  
  

Benefits

As well as a competitive salary, discretionary annual bonus, and 25 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.

You will also have access to company volunteering days, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.