Technician (Expert) – Proportional Treaty

Amwins Global Risks; Cheltenham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A global insurance brokerage in Cheltenham seeks a Technical Role for its Client Services Team. The ideal candidate will ensure timely receipt and processing of treaty accounts, liaising with clients and maintaining compliance with FCA regulations. This position requires strong analytical skills and a minimum A-Level education. Excellent training opportunities and a flexible working model with 3 days in the office and 2 at home after probation are offered.

Benefits

25 days holiday plus holiday buying scheme

Excellent pension

Private Healthcare

Cycle2Work scheme

Wellbeing subsidy

Annual volunteering day

Qualifications

• Minimum A-Level educated, preferably with a CII qualification or desire to qualify.
• Experience of working with policies and procedures.
• Ability to work autonomously and as part of a team.

Responsibilities

• Ensuring treaty accounts received from clients on time.
• Processing accounts ensuring treaty closings reflect the clients’ accounts.
• Liaising with clients to obtain required information.

Skills

Interest in insurance / reinsurance

Good Technical analysis of Treaty accounting

Strong Microsoft Office Skills

Excellent attention to detail

Strong analytical and problem-solving skills

Excellent interpersonal and communication skills

Education

A-Level education

CII qualification

Tools

Microsoft Excel

Microsoft Word

Job description

At Amwins Global Risks, we succeed together. We’re not ‘just another London broker’ placing risks and signing contracts. We’re forging relationships that are built to last. With over 700 employees around the world and a global footprint across more than 150 countries, we’ve cemented our place as a top 10 contributor to Lloyd’s.

Insurance is a relationship-based business, and achieving success means hiring the best talent in the industry. When you join us, we will encourage and support your professional and personal development as we invest in you and your learning to help you succeed and grow.

We believe in a flat organisational structure that prizes expertise and relationships equally. We’ve built a workplace where talent, collaboration and inclusivity are valued, and our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace where everyone who works with us can be themselves.

Introduction

The technical role for Amwins Global Risks is a critical part of our client Services Team, ensuring that our policyholders, Underwriters and Brokers provided with first class service. You will have a deep understanding of how Amwins Global Risks operates and services its customers and be part of our continuous improvement culture.

Responsibilities

• Ensuring treaty accounts received from client on time and in line with slip conditions.
• Checking accounts to ensure Terms & Conditions (commissions, deductions, taxes, premium & claim reserves) applied correctly.
• Processing accounts and ensuring treaty closings reflect the clients’ accounts and correct reinsurer deductions.
• Prepare portfolio transfer and profit commission/Sliding Scale commission adjustment documentation on behalf of clients.
• Submission of treaty accounts via the Insurers Market Repository as necessary updating Total Objects system records upon completion.
• Liaising with clients to obtain required information as may apply (e.g. outstanding loss reserves, loss bordereau).
• Ensure FCA regulations are complied with at all times.
• Maintaining electronic files in good order
• Maintaining high standard Treaty Statistical Reports as may be applicable.
• Gather information from electronic files and use the data to complete standard internal/external document templates.
• Respond to routine inquiries in a timely manner, identifying urgent issues and ensuring they are dealt with promptly.
• Put together statistics and reports for key stakeholders.
• Perform quality control checks on other technicians work as required.
• Liaise and build relationships with international account handlers in our London & Netherlands Broking divisions, clients and underwriters.
• Submit documents to relevant stakeholders using bespoke systems (DXC, Xchanging)
• Provide resolution to technical queries raised by the team members, clients and underwriters.

Ideal skills/attributes

• Interest in insurance / reinsurance
• Good Technical analysis of Treaty accounting
• Ownership and leadership behaviour.
• Strong Microsoft Office Skills, especially Excel & Word.
• A-Level educated as a minimum, preferably in possession of the CII qualification, or a desire to qualify.
• Confident in handling data and systems
• Strong analytical and problem-solving skills
• Excellent attention to detail
• Ability to work autonomously as well as comfortable working as a team.
• Experience of working with policies and procedures
• Strong organisational skills
• Growth mindset, looking to constantly deliver.
• Inquisitive, always looking for the ‘why’.
• Excellent interpersonal and communication skills
• Financial Service exworkinge preferential

What will you get inreturn?

• 3 days in the office and 2 working from home after your probation is completed.
• Excellent training opportunities, including CII study.
• Sports and Social events
• Fun, warm office environment
• Clear, defined career pathway

We also offer the following benefits

• 25 days holiday plus our holiday buying scheme
• An excellent pension
• Private Healthcare
• Cycle2Work scheme
• Wellbeing subsidy
• Annual volunteering day – to give something back to your community.

Amwins Global Risks is an equal opportunity employer. If you require an accommodation throughout the recruitment process (including alternate formats of materials or accessible meeting rooms), please let us know, and we will work with you to meet your needs.