Client Services Technician - Onboarding and Oversight Team

Amwins Global Risks; Cheltenham; On-site; GBP 22,000 - 32,000; Full time

Job summary

Amwins Global Risks in Cheltenham, UK, seeks a Technician for the Onboarding and Oversight Team. You will provide efficient administrative support to the Technical Team and Broking Divisions in line with compliance and FCA guidelines.

Based in the Cheltenham office, you will handle onboarding, due diligence and oversight activities, review documentation, maintain records and liaise with stakeholders to ensure data quality and regulatory compliance.

Qualifications

• Experience in onboarding, operations, compliance, delegated authority or underwriting support in insurance.
• Hands-on claims handling or technician role experience advantageous.
• Strong attention to detail with ability to review large volumes accurately.
• Knowledge of regulatory requirements is beneficial but not essential and can be developed in role.

Responsibilities

• Manage onboarding, due diligence and oversight activities following internal procedures and regulatory standards.
• Review and validate client, broker and cover holder documentation for onboarding and monitoring.
• Maintain accurate records and reporting across systems, ensuring data quality and compliance.
• Liaise with internal stakeholders and external parties to obtain, review and verify information.
• Monitor outstanding actions and documentation; escalate queries as needed.
• Support regulatory and governance requirements to strengthen controls.
• Identify process improvements and help evolve team procedures.

Skills

KYC knowledge

AML knowledge

Attention to detail

Stakeholder management

Excel proficiency

Regulatory understanding

Analytical thinking

Communication

Tools

Excel

Job description

Amwins Global Risks

At Amwins Global Risks, we succeed together. We're not 'just another London broker' placing risks and signing contracts. We're forging relationships that are built to last. With over 700 employees around the world and a global footprint across more than 150 countries, we've cemented 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 prizes expertise and relationships equally. We've built 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 a Technician in our Onboarding and Oversight Team, you will be an integral part of our high-performing team based out of our Cheltenham office. Your role will involve providing efficient, effective and expert administrative support to the Technical Team and Broking Divisions, in line with compliance, FCA and internal audit guidelines.

You will have previous experience and be able to carry out activity with moderate guidance as opposed to direct and close supervision.

To be considered for our Technician talent pool, candidates must be able to demonstrate hands‑on experience in a claims handling or technician role. Applications without relevant experience will not be progressed.

Responsibilities

• Manage onboarding, due diligence and oversight activities in line with internal procedures, regulatory requirements and service standards.
• Review and validate client, broker and cover holder documentation to support onboarding and ongoing monitoring processes.
• Maintain accurate records and management information across relevant systems, ensuring data quality and compliance.
• Liaise with internal stakeholders and external parties to obtain, review and verify required information.
• Monitor outstanding actions and documentation, ensuring queries are resolved and escalated appropriately.
• Support the delivery of regulatory and governance requirements, contributing to a robust control environment.
• Identify process improvements and support the continued evolution of team responsibilities and operating procedures.

Knowledge/Skills/Qualifications

• Insurance market experience, ideally within onboarding, operations, compliance, delegated authority or underwriting support environments.
• Technical knowledge of KYC, AML, TOBAs and regulatory requirements would be beneficial but is not essential and can be developed within the role.
• Strong attention to detail with the ability to review, analyse and validate large volumes of information accurately.
• Analytical mindset with the ability to identify issues, assess risk and make informed recommendations.
• Effective communicator with strong stakeholder management and collaboration skills.
• Ability to learn, interpret and apply complex processes consistently and accurately.
• Proficiency in relevant systems and Microsoft Office applications, particularly Excel.
• Adaptable and flexible approach, with the ability to respond positively to evolving regulatory requirements and business needs.
• Ability to work independently, manage competing priorities and deliver high-quality outcomes in a fast-paced environment.

Key Competencies

• Accuracy and attention to detail.
• Communicating and influencing.
• Stakeholder management.
• Analytical thinking and problem solving.
• Decision making and judgement.
• Planning and organising.
• Team working and collaboration.
• Adaptability and continuous improvement.