Bbinsurance

Achieve new business & renewal targets · Engage with marketing strategy and promptly act on leads. · Develop introducer relationships

Handle claims allocated, including the creation of records and claim files, chasing clients and insurers for outstanding documents, chasing claims to a satisfactory conclusion, appointing Loss Adjusters/Engineers where...

Deliver against agreed targets and plans. · New Business Quotations, Renewals and MTA’s - drive sales and service excellence & retain existing commercial book. · Typical classes of insurance broking cover Liabilities,...

Deliver outstanding client service to ensure consistently positive outcomes. · Contribute to the growth of client numbers and policies through proactive engagement and relationship building.

Considering all the evidence available with a view to making a clearly written and well-reasoned, independent decision as to the entitlements of the parties to retain all or part of the deposit under the terms of the...

Reconciling bank accounts regularly and ensuring all transactions are accurately recorded. · Processing payments and receipts for client and office accounts in line with Solicitors Accounts Rules (SAR). · Assisting with...

Overall management of the Commercial Motor Fleet account portfolio.. · Acting as senior technical referral point for complex fleet risks and placements. · Maintaining strong relationships with insurers, negotiating...

Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI’s · Ensure you carry out thorough pre renewal reviews with your clients...

Manage and retain an allocated portfolio of private clients. · Conduct thorough annual client reviews and identify any changes in circumstances, exposures, or insurance requirements. · Develop and maintain strong...

Assisting clients with renewals, mid-term adjustments, documentation queries and quotations for additional products · Working closely with the account executives on larger cases · Building strong relationships with...

Identify and generate new business lead and cross-sale opportunities · Develop relationships with new and existing clients · Utilise existing knowledge and expertise, providing technical advice where required

Assisting clients on renewals, new business quotations, managing relationships with key stakeholders and delivering outstanding service to them · Proactively develop a pipeline of referrals from existing clients to...

Managing all classes of Commercial Claims as required within the Claims Team. Working closely with all relevant parties to ensure everyone involved is fully aware of status updates and are providing additional...

Design, build, and deploy AI‑powered applications including chatbots, copilots, document intelligence, and decision‑support tools for insurance use cases. · Implement Retrieval‑Augmented Generation (RAG) patterns using...

Deal with nominated new & existing business insurance enquiries in a proactive manner · Administration of clients insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business...

Achieve new business & renewal targets · Engage with marketing strategy and promptly act on leads. · Develop introducer relationships

Implementation and installation of the Acturis system for Partner Brokers · Training on Acturis Hedron Network IT solutions · Act as primary contact point for resolving broking and accounting issues

Providing advice, recommendations and quotations to prospective clients · Lead generation including cold calling and information gathering · Develop and maintain specialist understanding of allocated trade sectors...

Engage with Regional Leadership: Act as the regional QA leader, report directly to the Regional Director and maintain a dotted line to the Head of QA for national strategic alignment. · Support Strategic Initiatives:...

Deal with nominated new & existing business insurance enquiries in a proactive manner · Administration of clients insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business...

Maintaining and enhancing existing Client relationships · Performing tasks relating to our Cosmetic Insurance product (including securing policy renewals, providing quotations and securing new business) · Actively...

Proactively developing and managing client requirements across their portfolio's including from new business leads to quotation and beyond. · Assist the directors with some renewals, additional quotations, mid term...

Underwrite in accordance with the Plum Internal Underwriting Guide and the Underwriting authority awarded · Trade with Brokers to maximise conversion and retention within your authority · Monthly reporting to Line...

Meet and deliver against your agreed Renewal Retention and/or New Business targets, contributing towards overall budget objectives & KPI’s · Complete all roles and tasks as required, ensuring you adhere to procedures...

Perform the month-end close process, including preparation, review, and posting of General Ledger (GL) journal entries, including transfer of balance from RiskServe to Workday (General Ledger) · Ensure all month-end...

Deliver against agreed targets and plans. · New Business Quotations, Renewals and MTA’s - drive sales and service excellence & retain existing commercial book. · Typical classes of insurance broking cover Liabilities,...

Create and execute test plans, test cases, and test scripts for new developments, enhancements, and system changes. · Perform functional, regression, integration, and user acceptance testing to ensure solutions meet...

Introduce and champion modern testing tools, frameworks, and practices. · Define and monitor key quality metrics such as defect density, test coverage, and mean time to recovery. · Collaborate with Product Owners and...

Identify and generate new business lead and cross-sale opportunities · Develop relationships with new and existing clients · Utilise existing knowledge and expertise, providing technical advice where required

Deliver excellent customer service to all customers · Uphold the company's mission statement and values · Responsible for the achievement of individual income target

Visits to prospects to obtain relevant information to enable quotations to be obtained. · Negotiate/broke business with insurers with a view to arranging appropriate cover at a competitive premium. · Follow-up visits to...

To assist the Acturis Support Lead to deliver support and assistance to the business · Liaise with third parties including Acturis to ensure issues or change requests are resolved promptly and accurately · Work with the...

Developing a personal pipeline of new business · Adding new introducers to your network · Advising clients on New Business Quotations, coverage requirements and ultimately through to their renewals

Managing a book of renewals which are allocated each month, together with MTA’s and cancellations · Dealing with New Business enquiries · Issuing contract certain quotations to the clients, together with Policy...

Process and validate claims payments, including indemnity, fees, and expense payments, in accordance with policy terms and delegated authority limits · Ensure accurate posting of claims costs, reserves, and recoveries...

Acting as the first point of contact via phone, email and post · Responding to membership enquiries within agreed timescales · Processing applications, renewals, amendments, cancellations and refunds

Identify and generate new business lead and cross-sale opportunities · Develop relationships with new and existing clients · Utilise existing knowledge and expertise, providing technical advice where required

Achieve new business & renewal targets · Engage with marketing strategy and promptly act on leads. · Develop introducer relationships

Responding to agent, landlord, tenant, and interested party enquiries including initial dispute notification and deposit releases via telephone (inbound and outbound), post, live chat, and e-mail · Processing...

Own the commercial oversight of the Hub’s schemes and facilities. · Review and renegotiate arrangements to improve capacity, coverage, pricing, service and commercial terms. · Identify and develop new schemes,...

Responding to agent, landlord, tenant, and interested party enquiries including initial dispute notification and deposit releases via telephone (inbound and outbound), post, live chat, and e-mail · Processing...

Deliver against agreed targets and plans. · New Business Quotations, Renewals and MTA’s - drive sales and service excellence & retain existing commercial book. · Typical classes of insurance broking cover Liabilities,...

Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI’s · Ensure you carry out thorough pre renewal reviews with your clients...

Match and allocate daily cash receipts within RiskServe against open items. · Reconcile bordereaux against cash received and identify variances. · Investigate and resolve unmatched and unallocated cash balances.

Providing expert advice and guidance on the Financial Conduct Authority’s (FCA) regulation to network partner brokers. · Conducting health-checks visits to network partner brokers as specified in their business services...

Developing a personal pipeline of new business · Adding new introducers to your network · Advising clients on New Business Quotations, coverage requirements and ultimately through to their renewals

At least 5 years of experience advising or writing new business with corporate clients on workplace pensions, preferably within a benefits consultancy · Strong new business experience and the ability to develop your...

Providing administrative support and servicing clients for designated Account Executives or Small Business Unit (SBU) as required in a professional, timely and efficient manner - handling quotations, new business,...

Work with Account Executives in achievement of their New Business and Renewal targets through proactive administration and customer support of the AE. · Proactively support AE’s through management of their prospect...

Producing renewal income to target. · Leading and developing relationships with a portfolio of clients for delivery of client satisfaction. · Managing and coordinating all workflow. Handle client queries professionally...

Processing new business, renewals, revised renewals, lapses (including issuing receipts) and mid-term adjustments · Managing client and departmental mailboxes · Preparing written responses to routine enquiries

Own and operate the Acturis Small Change governance framework, ensuring all small change activity is identified, assessed, prioritised, approved, and delivered in a controlled, auditable manner. · Lead the operational...

To provide high quality and effective, technical and administrative support to the business in relation to the management of both new and existing underwriting agreements (also referred to as binders, binding authority...

Providing high level administrative support to Consultants · Assisting with the management of policy memberships and liaising directly with insurers (adding/removing members, personal details changes etc.) · Provide...

Assist underwriters in evaluating insurance applications and assessing risk exposure · Prepare and review policy documentation, endorsements, and renewals · Liaise with brokers, clients, and internal teams to gather...

• Underwrite, price and negotiate accounts consistent with the quality of risk and according the company’s strategy and guidelines.