Insurance Technician - Broking & Operations

Workforce Recruitment and Training; Cheltenham; On-site; GBP 27,000 - 29,000; Full time

Job summary

Workforce Recruitment and Training is recruiting three Insurance Technician roles in Cheltenham. The positions involve processing insurance transactions, preparing and reviewing documentation, and supporting broking and technical teams.

You will ensure accuracy, meet regulatory standards, and work within a collaborative, development-focused environment. The ideal candidate has experience in insurance operations or policy administration, excellent attention to detail, and a proactive, independent

Qualifications

• Experience in an insurance technician role.
• Sound understanding of the policy lifecycle.
• Knowledge of broking, claims, premiums or delegated authority processes.
• Excellent attention to detail and high accuracy.
• Strong organisational skills with ability to manage competing priorities.
• Confident using Microsoft Excel and relevant insurance systems.

Responsibilities

• Process a range of insurance transactions, including more complex technical work.
• Prepare and review insurance documentation to ensure accuracy and compliance.
• Support broking and technical teams with day-to-day insurance processing requirements.
• Manage and prioritise your workload to meet deadlines and service standards.
• Identify and resolve technical queries, escalating complex issues where needed.
• Carry out quality control checks on documentation and work completed by colleagues.
• Support and guide less experienced team members.
• Ensure all work complies with FCA regulations, internal procedures and audit requirements.
• Build effective working relationships with colleagues and wider internal teams.
• Contribute to improvements in processes, accuracy and service delivery.

Skills

Insurance operations

Broking support

Technical processing

Policy administration

Attention to detail

Excel

Communication

Relationship building

Education

CII qualifications or equivalent

Tools

Microsoft Excel

Insurance systems

Job description

£27,000?£29,000 per annum | 3 Positions Available

Ready for Your Next Move in Insurance?

We're recruiting three Insurance Technicians to join a highly respected, international insurance organisation based in Cheltenham. This is a fantastic opportunity for someone with experience in insurance operations, technical processing or broking support who is looking to take the next step in their career. Our client is a well-established business with a strong reputation in the insurance market, offering a supportive and collaborative working environment where employees are encouraged to develop their knowledge, build their expertise and progress professionally. If you have a good understanding of insurance processes, enjoy working in a detail-focused role and are looking for an opportunity where your skills will be valued, we want to hear from you.

What You'll Be Doing

• Processing a range of insurance transactions, including more complex technical work
• Preparing, reviewing insurance documentation to ensure accuracy and compliance
• Supporting broking and technical teams with day-to-day insurance processing requirements
• Managing and prioritising your own workload to meet deadlines and service standards
• Identifying and resolving technical queries, escalating more complex issues where necessary
• Carrying out quality control checks on documentation and work completed by colleagues
• Supporting and guiding less experienced team members
• Ensuring all work complies with FCA regulations, internal procedures and audit requirements
• Building effective working relationships with colleagues and wider internal teams
• Contributing to improvements in processes, accuracy and overall service delivery

About You

We're particularly interested in candidates with experience in insurance operations, broking support, technical processing or policy administration. You may currently work for an insurance broker, insurer, underwriting agency or another organisation within the insurance sector.

You’ll ideally have:

• Experience in an insurance technician, insurance administration, broking support or similar role.
• A sound understanding of insurance principles and the policy lifecycle.
• Knowledge of insurance broking, claims, premiums or delegated authority processes.
• Excellent attention to detail and a high level of accuracy.
• Strong organisational skills with the ability to manage competing priorities.
• Confidence using Microsoft Excel and relevant insurance systems.
• Good communication, problem-solving and relationship-building skills.
• A proactive approach with the ability to work independently and as part of a team.
• CII qualifications or equivalent technical insurance knowledge and experience would be beneficial.

Your Background Could Include

Insurance Technician, Broking Technician, Insurance Operations Technician, Insurance Administrator, Technical Insurance Administrator, Policy Administrator, Underwriting Assistant, Underwriting Technician, Insurance Account Handler, Broker Support Technician or Insurance Processing Technician.

What's On Offer

• Opportunity to join a highly respected international insurance organisation.
• Supportive and collaborative team environment.
• Ongoing professional development and learning opportunities.
• Opportunity to broaden your insurance knowledge and develop your technical expertise.
• A business that values its employees, encourages development and recognises individual contributions.
• Long-term career development opportunities within an established organisation.

Interested?

If you're currently working within insurance operations, technical processing, broking support or policy administration and are looking for a new challenge with a respected organisation, we'd love to hear from you.

With three positions available, this is a fantastic opportunity to take the next step in your insurance career.

Apply today and a member of the Workforce team will be in touch.