Insurance Technician - Broking & Operations

Workforce Staffing Ltd; Cheltenham; On-site; GBP 27,000 - 29,000; Full time

Benefits offered by this job

Ongoing professional development

Long-term career opportunities

Supportive team environment

Job summary

Workforce Staffing Ltd is recruiting three Insurance Technicians for an international insurance organisation in Cheltenham. The role is full-time and permanent with a salary of £27,000–£29,000 per annum.

The positions involve processing insurance transactions, documenting and reviewing insurance records, and supporting broking and technical teams, with a focus on accuracy, FCA compliance, and timely delivery.

Qualifications

• Experience in insurance operations, broking support or policy administration.
• Sound understanding of insurance principles and policy lifecycle.
• Knowledge of insurance broking, claims or delegated authority processes.

Responsibilities

• Process a range of insurance transactions including complex technical work.
• Prepare and review insurance documents for accuracy and compliance.
• Support broking and technical teams with day-to-day processing requirements.
• Prioritise own workload to meet deadlines and service standards.
• Identify and resolve technical queries, escalating complex issues.
• Carry out quality control checks on documentation and work by colleagues.
• Support and guide less experienced team members.
• Ensure all work complies with FCA regulations and internal procedures.
• Build effective relationships with colleagues and wider teams.
• Contribute to process improvements for accuracy and service delivery.

Skills

Attention to detail

Organisational skills

Communication skills

Insurance operations knowledge

Education

CII qualifications or equivalent knowledge

Tools

Microsoft Excel

Job description

Insurance Technician - Broking & Operations

Cheltenham Full-time Permanent

£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

• £27,000?£29,000 salary, depending on experience.
• 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.