Insurance Broker Support Technician

2 weeks ago

Perth, Western Australia Howden Group Holdings Full time

From day one, our mission has been to create an independent business with a unique culture - one that is controlled by the people who work for it.

Finding the most talented and entrepreneurial people has always been key to our success.

People come to Howden for lots of different reasons, but they stay for the same one: our culture. That's what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities - work/life balance, career progression, sustainability, volunteering - you'll find like-minded people driving change at Howden.

ROLE PROFILE:
Account Technician

ROLE PURPOSE:


Technicians are responsible for providing technical administration support to account handling staff within dedicated Business Units of their Operating Entity.

They will work with other members of their team to ensure that their responsibilities are completed in accordance with applicable Company/Group policies.


KEY ACCOUNTABILITIES:

Planning/Reporting_:
_

  • Works with senior members of the team to agree key priorities so that they can manage and plan their workload, ensuring that personal and team objectives are achieved
  • Meets agreed targets
  • Manages assigned projects and contribute to other projects as required
  • Provides relevant management information to senior managers where required

Technical:

  • Provide support and assistance to senior colleagues in their interactions with clients, producing brokers and underwriters regarding new business, renewals and midterm changes
  • Assist in monitoring team's Renewal and New Business activity, issuing renewal invitations and monitoring/chasing receipt, updating workflow
  • Assist in the creation of comprehensive client and broking documents, reports and summaries
  • Enter data into Sector (and other portals as appropriate) for new quotes, renewals and midterm adjustments
  • Prepare debiting instructions for own and colleagues' clients
  • Coordinate and resolve queries from internal/external parties on behalf of the team, and investigate issues arising in a variety of MI reports
  • Provide support for system updates for the team, undertaking system testing eg, schemes, new functionality, templates
  • Keeps informed of all regulatory and legal changes which impacts on the job role
  • Ensures up to date records are maintained at all times on the Company systems
  • Responds appropriately to urgent issues as they arise
  • Maintain own electronic records and, where applicable, other members of the team

Policy, Process and Procedures:

  • Interprets instructions and issues arising, and then implement actions according to policies and procedures

Environment, Customer Focus and Relationships:

  • Develops strong relationships with their Business Units
  • Develops strong relationships with clients as appropriate
  • Deal with incoming enquiries from clients, insurers and third parties as appropriate
  • Deal with client renewals and midterm adjustments as appropriate
  • Responds to the clients(both internal and external) requirements as appropriate
  • Behaves with all clients (both internal and external) fairly and ethically
  • Shares information that could be beneficial to the Operating Entity/Group

People Management/Personal Development:

  • The jobholder has no direct reports. They may be required to work alongside Trainee Technicians to support their development, as part of the training._
  • Actively undertakes personal development to ensure up to date knowledge and understanding of best practice
  • Remains aware of external, industry, legal and regulatory developments etc to ensure practice and outputs are of a sufficiently high standard
  • Keeps informed of all legal and regulatory developments relevant to the Operating Entity/Group

Regulatory and Compliance_:
_


The Board of each Operating Entity requires the highest standards of corporate governance, operational excellence and financial reporting throughout the Group from all its employees.

Specific responsibilities are listed below.

  • Ensures compliance of self and direct reports (if any) with all applicable legal, fiscal and regulatory obligations in the form of policies and procedures
  • Ensures correct authorisation is obtained and processes followed when required by the Operating Entity and/or Group
  • Ensures performance, HR and T&C records are up to date and meet the Operating Entity and/or Group's requirements (which will include those of direct reports if any)
  • Maintains accurate records and deals with correspondence appropriately
  • Operates in an honest, professional and ethical manner
  • Strictly adheres to the Group Employee Code of Conduct
  • Completes all relevant regulatory training
  • Ensures competence of self and direct reports (if any)

PERSON SPECIFICATION:
Knowledge/Experience

  • Experience in a similar role is highly desirable
  • Should have previous experience of working in a client facing environment
  • Able to undertake and demonstrate competence in technical training, as required by

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