DUA Account Handler - International PI

Price Forbes; Greater London; Hybrid; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Employer pension contribution 10%

Good work life balance

Competitive salary

Life Assurance at 4x base salary

Group Income Protection

Generous Annual Leave

Private Medical Insurance

Group annual bonus scheme

Job summary

Price Forbes in London seeks a DUA Account Handler to manage delegated underwriting arrangements and support brokers through onboarding, documentation, and ongoing operations.

The role focuses on ensuring compliant, efficient workflows within a busy, client-centered environment in the London Market. Hybrid work is available with regular office presence.

Qualifications

• Strong understanding of delegated underwriting arrangements and reporting.
• Working knowledge of Lloyd’s and London Market processes.
• Familiarity with TOBA agreements, coverholder onboarding, and audit protocols.
• Knowledge of bordereaux processing systems (BDX).
• Experience liaising with brokers and external stakeholders.
• Regulatory/compliance awareness.

Responsibilities

• Act as a daily point of contact for placing brokers on all delegated authority matters.
• Work closely with brokers during placement and renewal of binders, providing support with documentation, onboarding, and coverholder engagement.
• Proactively liaise with Clients and TPAs to ensure a smooth operational experience, acting as a “go-to” support contact for non-commercial queries.
• Support the delivery of client service standards through regular touchpoints, updates, and issue resolution.
• Assist brokers in the collation and completion of placement documentation, including market presentations, compliance forms, TOBAs, and binder contracts.
• Track and manage outstanding items (signatures, clauses, approvals) to allow brokers to focus on relationships.
• Coordinate internally with compliance, finance, and technical teams to support brokers.
• Assist with new coverholder onboarding including due diligence, system setup, and introductions to processes.
• Ensure binder arrangements comply with FCA, Lloyd’s, and internal delegated authority requirements.
• Maintain up-to-date registers of all delegated authority agreements.
• Ensure required documentation is logged and followed up.
• Assist with audit tracking and data collection.
• Receive and validate monthly bordereaux submissions from Clients.
• Work with Clients to resolve data issues or discrepancies for timely submission to systems.
• Support reconciliation of data against underwriting performance or schedules.
• Flag late submissions or data anomalies and coordinate corrections.
• Support monthly reporting by preparing BDX summaries or analysis of premium and claims data.
• Assist with performance insights to manage binders and renewal strategy.
• Help prepare renewal packs and MI for distribution.

Skills

Delegated underwriting

Lloyd’s knowledge

Binder contracts

BDX data familiarity

Onboarding support

Compliance awareness

Tools

Atlas

Internal booking systems

Job description

Job Title: DUA Account Handler

Location: London/Hybrid (Typically 2/3 days in the office)

Type: Full time – Permanent (If you are a job share partnership, work reduced hours, or any other way of working flexibly, please do still get in touch)

At Price Forbes, we provide much more than just a workplace. We are dedicated to fostering skill development and knowledge within a team that is passionate about their work, values their Employees, and truly celebrates diversity.

Working at Price Forbes means you’ll be part of The Ardonagh Group. We are proud of our innovative environment offering many opportunities for growth across the wider group. Employees regularly move between our united teams, and we encourage you to make your role your own.

Our offices are lively and exciting places to be, but we understand that life needs flexibility, and offer a genuinely flexible approach to working. If you are looking to join a thriving, energetic business with exciting plans, this role could be an ideal fit for you.

What We Can Offer

We offer much more than just an inclusive culture with apprenticeships, study support, participation in our annual Spotlight Awards, Community Trust, Sports Teams, office socials, events and so much more. All of this with a supportive management team as well as working alongside some of the industry’s top talent.

You’ll have access to wellbeing programs, fantastic discounts across many big-name businesses including supermarkets, gym memberships, restaurants, and healthcare cash plans etc.

Further Perks Of Working With Us (Fixed Benefits)

• Employer pension contribution of 10% (providing you, the Employee provides 5%).
• Good work life balance - flexibility to suit you.
• Competitive salary.
• Life Assurance at X4 of your base salary.
• Group Income Protection.
• Generous Annual Leave entitlement.
• Private Medical Insurance.
• Group annual bonus scheme.

Manager Says

This role acts as a key client management resource within the Placing Team, supporting placing brokers in the execution, administration, and ongoing maintenance of delegated underwriting arrangements, including binders and lineslips.

While the position includes technical responsibilities, particularly in relation to bordereaux (BDX) processing, regulatory compliance, and delegated authority operations, its primary focus is to enable brokers to deliver an exceptional client experience, ensure seamless operational delivery, and provide hands‑on support throughout the full lifecycle of delegated placements.

Working at the heart of the London Market, the successful candidate will act as a vital link between brokers, coverholders, insurers, and clients, ensuring delegated arrangements are managed efficiently, compliantly, and in accordance with market requirements.

What You Will Do

• Act as a daily point of contact for placing brokers on all delegated authority matters.
• Work closely with brokers during the placement and renewal of binders, providing support with documentation, onboarding, and coverholder engagement.
• Proactively liaise with Clients and TPAs to ensure a smooth operational experience, acting as a “go‑to” support contact for non‑commercial queries.
• Support the delivery of client service standards through regular touchpoints, updates, and issue resolution.
• Assist brokers in the collation and completion of placement documentation, including market presentations, compliance forms, TOBAs, and binder contracts.
• Track and manage outstanding items (e.g., signatures, contract clauses, approvals) to allow brokers to focus on relationship and market‑facing responsibilities.
• Coordinate internally with compliance, finance, and technical teams to ensure placing brokers have the support and information they need to manage binder portfolios effectively.
• Assist with new coverholder onboarding including due diligence, system setup, and introduction to processes.
• Ensure all binder arrangements are managed in line with FCA, Lloyd’s, and internal delegated authority requirements.
• Maintain accurate and up‑to‑date registers of all delegated authority agreements.
• Ensure all required documentation (TOBAs, contracts, audits, etc.) is logged, reviewed, and followed up appropriately.
• Assist with audit tracking and data collection.
• Receive and validate monthly bordereaux (BDX) submissions from Clients.
• Work with Clients to resolve data issues or discrepancies, ensuring timely submission to relevant systems (e.g., Mrald, IBA etc).
• Support reconciliation of data against expected underwriting performance or accounting schedules.
• Flag late submissions or data anomalies proactively and work with relevant parties to correct them.
• Support the monthly reporting process by preparing BDX summaries or assisting in the analysis of premium and claims data.
• Assist placing brokers with performance insights to help manage binders, coverholder relationships, and renewal strategy.
• Help prepare renewal packs and MI for internal and external distribution.

What You Will Bring

• Strong understanding of delegated underwriting arrangements including binder structure, compliance, and reporting requirements.
• Working knowledge of Lloyd’s and London Market delegated authority processes.
• Understanding of TOBA agreements, coverholder onboarding, and audit protocols.
• Familiarity with bordereaux processing systems (e.g., Atlas, internal booking systems).
• Knowledge of placing support practices and broker-client servicing.
• Prior experience in an insurance operation, delegated underwriting, broker support, or technical processing role.
• Demonstrated experience working with BDX data and binder contracts.
• Exposure to Lloyd’s and/or company market binder business.
• Experience liaising directly with brokers and external stakeholders such as coverholders or TPAs.
• Comfortable operating within a regulatory and compliance‑focused environment.

Interview Process

• Our Talent Acquisition team will then arrange a call where they can tell you more about the role and the team. We want to learn about your motivation and goals, what you can bring to Price Forbes, and answer any immediate questions.
• If successful, you will generally be invited to engage in a 1‑hour interview with the Hiring Manager and selected team members, via teams or in person. We will discuss our technologies, key skills, and team dynamics and provide further opportunity to ask any questions. This is your chance to voice your thoughts on the role and we will outline our expectations and ensure this role aligns with your ambitions for the future.
• Depending on the role, you may be invited to attend a second stage interview with further members of the team.

If successful or unsuccessful, we always try and move quickly in presenting an offer or providing feedback.

We truly value the diversity of our teams and as a Group, we are committed to supporting and welcoming individuals from all backgrounds, as we appreciate every perspective is a significant part of our success. Should you require any reasonable adjustment throughout the recruitment process, please do not hesitate to let a member of the Talent team know.

#PFI

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history, and a standard criminal record check.

Note To Recruiters And Employment Agencies

We will not pay for unsolicited CV's from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific vacancy.