Clients Underwriting Consultant

HNW/PRIVATE CLIENTS CONSULTANT

LEEDS OR REMOTE

GENEROUS SALARY AND BENEFITS

OVERALL PURPOSE OF JOB:

• To underwrite accurately and adhere to underwriting guidelines and procedures
• Deliver excellent service experiences for all clients
• Working to achieve business growth in accordance with targets
• To strive for maximum efficiency, development and profitability and understand role and how fits to business strategy

KEY DUTIES & RESPONSIBILITIES

• Underwriting expertise in OCPC underwritten products, adherence to Binding Authority, Underwriting Guide and Underwriting License
• Identify and seek out additional key risk information required to adequately underwrite and price risks
• To administer quotes, new business, renewals and MTA’s within service standards, responding to customer enquiries
• To resolve and action account queries
• Escalate issues in a timely manner to MD
• Consider and suggest ways to continually review and improve operational quality and performance
• Ensure customer contact strategy (new, quoted, lapsed, prospect) is executed
• Ensure consistency and accuracy of computer data and Websure records
• Awareness and understanding of FCA and regulatory requirements and application to OCPC business
• Actively support and promote Conduct Risk
• Identify own training needs and communicate requirements to line manager
• Support MD in ad-hoc tasks and projects

TECHNICAL SKILLS REQUIRED

• Excellent telephone manner, customer service skills and ability to work under pressure
• Good communication skills
• Strong Underwriting experience, judgement and skills
• Knowledge of insurance products and processes for the relevant market
• Excellent business knowledge of customers and competitors
• Displays initiative, with the ability to work with minimal supervision and to strict deadlines
• Well – developed planning and organizational skills
• Good knowledge of the regulatory needs of the business and law as it relates to insurance

OTHER SKILLS REQUIRED

• Good knowledge of Microsoft Office
• Ability to write in plain English and avoid unnecessary use of jargon
• Enthusiastic team player
• A good understanding of the broker environment and broker relationships