Insurance Specialist

Polo; Cheltenham; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

An insurance company in Cheltenham is looking for an Insurance Specialist. This role involves processing London Market Insurance underwriting data, analyzing technical details, and delivering training to team members. Ideal candidates will have relevant insurance experience and excellent communication skills. The position offers a competitive salary, a comprehensive benefits package, and a flexible working environment.

Benefits

Discretionary annual bonus

25 days of annual leave

Private health insurance

Flexible working

Employee assistance programme

Qualifications

• Experience in the insurance industry is essential.
• Strong verbal and written communication abilities for client interaction.
• Capacity to work independently while supporting team objectives.

Responsibilities

• Process London Market Insurance underwriting data.
• Analyse technical data and calculate transactions.
• Deliver training and support team members.

Skills

Communication skills

Client satisfaction focus

Organizational skills

Training delivery

Insurance industry experience

Education

Minimum 5 GCSEs at Grade 4 or above including Mathematics and English

Motivation for CII qualifications

Job description

Insurance Specialist

Department: Underwriting

Employment Type: Permanent

Location: London or Cheltenham

Compensation: £30,000 - £35,000 / year

Description

We are seeking a diligent and motivated Technical Specialist to join our team. The successful candidate will be responsible for processing London Market Insurance underwriting data accurately and efficiently, and for applying technical knowledge effectively to support team success and service excellence. This role involves analysing technical data, calculating transactions, and contributing to team success through personal development and flexibility.

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

Key Responsibilities

• Process London Market Insurance underwriting data in alignment with established procedure guides.
• Analyse technical data and calculate transactions, including limits, premiums, and deductions.
• Manage internal and external queries to ensure data accuracy and processing efficiency.
• Develop and deliver training solutions, providing guidance, feedback, and support to the team.
• Organise and maintain documentation for data processing, prioritizing workflow effectively.
• Produce internal and client-facing reports with accuracy and clarity.
• Identify and recommend enhancements to technical procedure guides, ensuring approved changes are documented and communicated effectively.
• Provide solutions to clients when technical challenges arise.

Key Relationships

• Actively contribute to a collaborative and solutions-focused team environment.
• Foster a positive and inclusive team culture by demonstrating engagement and accountability.
• Support line managers in achieving team objectives and resolving technical/process challenges.
• Build and maintain professional relationships with clients at all levels.
• Provide cross-functional support as needed and collaborate across multiple client accounts.

Skills, Knowledge and Expertise

• Relevant experience in the insurance industry.
• Strong commitment to service excellence and client satisfaction.
• Effective verbal and written communication skills for internal and external collaboration.
• Ability to work independently while contributing to team objectives.
• Experience in designing and delivering training solutions with constructive feedback.
• Excellent planning and organizational skills.

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

Knowledge & Qualifications

Comprehensive understanding of:

• Insurance market structures, practices, and regulations.
• Direct and reinsurance placements.
• Insurance documentation and data interpretation.
• Relevant classes of business to engage effectively with client operations and underwriting teams.

Minimum 5 GCSEs at Grade 4 or above, including Mathematics and English.

Strong motivation to pursue relevant Chartered Insurance Institute (CII) qualifications.

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.

Benefits Band 2