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Broker Support Technician

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Job details

General information

Reference

004014  

Vacancy location

Location

United Kingdom, London, London

Work Place

Hybrid

Region

UK

Vacancy details

Job Profile

Lockton - Experienced Professional

Title

Broker Support Technician

Description

Lockton's ProExec team are recruiting for an experienced Broker Support Technician to join them in a role supporting the Account Handlers/Brokers in the overall servicing of the clients’ insurance placements, preparation of market submissions and client documentation.

 

Key responsibilities:

  • Preparation of market and client documentation to support placement activities.
  • Accurate production of policy documentation, ensuring completeness prior to issuance to clients.
  • Delivery of policy documentation to clients in line with regulatory requirements and Lockton procedures.
  • Interpretation of complex insurance contracts and translation into accurate and compliant policy documentation.
  • Creation of MRCv3 slips, endorsements and supporting documentation from client submissions, ensuring alignment with clauses, wordings and regional requirements.
  • Preparation of adjustment and renewal documentation in line with client programmes.
  • Production of global tax schedules, ensuring accuracy and alignment with applicable tax regulations for underwriter agreement.
  • Collaboration with the Broking Team to prioritise workload, identify gaps and resolve missing or inaccurate information.
  • Ensure all work complies with Financial Conduct Authority (FCA) requirements and other relevant regulatory standards.
  • Maintain accuracy in all financial and technical documentation, supporting complex placements.
  • Conduct analysis, research and investigation to resolve documentation or placement issues.
  • Communicate effectively with clients, insurers and internal stakeholders on technical documentation matters.
  • Manage time effectively to meet deadlines without compromising quality.
  • Demonstrate sound judgement in escalating issues and involving appropriate colleagues when required.

Candidate Profile

  • Experience in insurance documentation, wordings or technical support within a broking or underwriting environment.
  • Working knowledge of London Market processes and documentation standards (including slips and endorsements).
  • Strong attention to detail with the ability to handle complex data and technical documentation accurately.
  • Strong organisational, communication and stakeholder management skills.

 

Custom section 3

Scheduled

Full Time Permanent


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