Insurance Broking Accounts Technician

EXPERIS; Chelmsford; On-site; GBP 80,000 - 100,000; Part time

Job summary

A leading global broking firm in Chelmsford is seeking an Insurance Broking Accounts Technician to drive fiduciary services and ensure operational excellence. This role involves collaboration with various teams, managing offshore services, and improving processes while maintaining compliance with UK regulatory standards. Candidates should have strong skills in insurance broking and a proven track record in a similar environment. This position offers hybrid work flexibility.

Qualifications

• Strong understanding of insurance broking accounts and fiduciary processes.
• Proven experience working with offshore service providers.
• Excellent analytical and problem-solving skills.
• Strong interpersonal and communication skills across all levels.

Responsibilities

• Deliver fiduciary KPIs, SLAs, and working capital targets.
• Collaborate with internal teams to achieve business outcomes.
• Lead delivery of specific projects and service improvements.
• Identify and implement process enhancements to improve efficiency.

Skills

Understanding of insurance broking accounts and fiduciary processes

Experience with offshore service providers

Analytical and problem-solving skills

Interpersonal and communication skills

Influence and lead initiatives

Knowledge of the UK regulatory environment

Team player with leadership qualities

Job description

Job Title: Insurance Broking Accounts Technician

Location: Chelmsford, Essex (Hybrid - flexibility to work from home)

Contract Type: 12 months with the possibility of extensions

Rate: £300.00 inside IR35 via Umbrella companies

Overview

We are seeking an Insurance Broking Accounts Technician to join a Global Broking Centre team, based primarily in Chelmsford. This role is responsible for the delivery and development of fiduciary services across a portfolio of business, ensuring operational excellence, compliance, and strategic improvements. The role also includes oversight of offshore service delivery, contributing to performance management and process optimisation.

Key Responsibilities

• Deliver fiduciary KPIs, SLAs, and working capital targets.
• Collaborate with internal teams to achieve business outcomes.
• Support the development and execution of fiduciary account strategies.
• Lead delivery of specific projects and service improvements.
• Provide oversight and guidance to offshore service teams.
• Identify and implement process enhancements to improve efficiency and control.
• Produce regular reports and presentations for senior stakeholders.
• Maintain and update documentation related to fiduciary processes.
• Ensure compliance with internal risk management frameworks and policies.
• Build and maintain strong relationships with internal and external stakeholders (e.g. underwriters, auditors).

Essential Skills & Experience

• Strong understanding of insurance broking accounts and fiduciary processes.
• Proven experience working with offshore service providers.
• Excellent analytical and problem‑solving skills.
• Strong interpersonal and communication skills across all levels.
• Ability to influence and lead initiatives.
• Knowledge of the UK regulatory environment.
• Enthusiastic team player with leadership qualities.

Either apply direct! Or please contact me on

Please note, in the event of a high volume of applications for this role, we will not be able to respond to each individual applicant. Unfortunately, if you have not been contacted within 7 days we will not be progressing with your application. Thank you for your understanding