Client Services Technician - Entry

Amwins Global Risks; Cheltenham; On-site; GBP 21,000 - 30,000; Full time

Job summary

Amwins Global Risks is seeking an Entry Technician in our Operations Team to provide technical processing support under supervision, developing proficiency within documented procedures. You will gather information, update data, and maintain files while learning compliance guidelines and internal controls.

The role emphasizes accuracy, timely delivery, and collaboration with the Broking Divisions. A willingness to learn and grow within a supportive, inclusive workplace is essential.

Qualifications

• Basic understanding of insurance and reinsurance principles.
• Awareness of the team’s classes of business and coverage.
• Ability to follow documented processes and procedures accurately.
• Ability to identify key information and solve routine problems with guidance.
• Good attention to detail, organisation, communication, customer service and teamwork skills.
• Ability to use relevant business systems and everyday technology, including Microsoft Excel and Power BI reports.

Responsibilities

• Complete standard processing tasks in accordance with documented procedures, seeking guidance and support where required.
• Gather information and complete standard document templates for internal and external distribution.
• Enter, amend, update and validate data accurately on relevant systems.
• Create and maintain accurate electronic and paper files and management information.
• Support documentation checking, claims and premium processing, as applicable to the team.
• Check that information is complete and accurate before progressing work.
• Manage and prioritise allocated work, escalating when support or further knowledge is required.
• Identify potential errors and omissions risks and escalate them promptly.
• Respond professionally and promptly to colleagues and customers.
• Take responsibility for own learning and apply feedback and training in the role.

Skills

Insurance basics

Business class knowledge

Documented processes

Information gathering

Attention to detail

Excel & Power BI

Tools

Excel

Power BI

Job description

Amwins Global Risks

At Amwins Global Risks, we succeed together.We’renot ‘just another London broker’ placing risks and signing contracts.We’reforging relationships that are built to last. With over700employeesaround the world and a global footprint across more than 150 countries,we’vecemented our place as a top 10 contributor to Lloyd’s.

Insurance is a relationship-based business, and achieving success means hiring the best talent in the industry. When you join us, we will encourage and support your professional and personal development as we invest in you and your learning to help you succeed and grow.

We believe in a flat organisational structure that prizesexpertiseand relationships equally.We’vebuilt a workplace where talent, collaboration and inclusivity are valued, and our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace where everyone who works with us can be themselves.

As an Entry Technician in our Operations Team, you will provide technical processing support to the Technical Team and Broking Divisions through standard processing activities, in line with compliance, FCA and internal audit guidelines.

This is a development role. You will work within documented processes, seeking guidance and support where required, and building the knowledge and proficiency needed to complete work accurately and within agreed timeframes.

Responsibilities

• Complete standard processing tasks in accordance with documented procedures, seeking guidance and support where required.

• Gather information and complete standard document templates for internal and external distribution.

• Enter, amend, update and validate data accurately on relevant systems.

• Create and maintain accurate electronic and paper files and management information.

• Support documentation checking, claims and premium processing, as applicable to the team.

• Check that information is complete and accurate before progressing work.

• Manage and prioritise allocated work, escalating when support or further knowledge is required.

• Identify potential errors and omissions risks and escalate them promptly.

• Respond professionally and promptly to colleagues and customers.

• Take responsibility for own learning and apply feedback and training in the role.

Knowledge/Skills/Qualifications

• Basic understanding of insurance and reinsurance principles, terminology and common policy terms.

• Awareness of the team’s classes of business and coverage.

• Ability to follow documented processes and procedures accurately.

• Ability to identify key information and solve routine problems with guidance.

• Good attention to detail, organisation, communication, customer service and teamwork skills.

• Ability to use relevant business systems and everyday technology, including Microsoft Excel and Power BI reports.

Amwins Global Risks is proud to be an equal opportunities employer. We welcome applications from all suitably qualified candidates and are committed to creating an inclusive workplace where everyone can thrive.